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Can't File Federal Tax Return yet
01-29-2018, 01:00 PM
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#1
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2017
Location: Chapel Hill, NC
Posts: 5,297
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Can't File Federal Tax Return yet
I have received all my tax forms and have completed my Federal and state tax returns using TurboTax. I owe taxes but I want to go ahead and file my returns to avoid tax identity theft (I will wait and actually pay the tax later). But TurboTax will not let me file yet saying the Form 8606 that I need has not been released by the IRS yet. Anyone else run into this problem?
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01-29-2018, 01:04 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Mar 2010
Location: Kerrville,Tx
Posts: 3,361
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Of course if you had a taxable brokerage account you would not get those forms until mid Feb. anyway.
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01-29-2018, 01:12 PM
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#3
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2017
Location: Chapel Hill, NC
Posts: 5,297
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No taxable brokerage account for me, so I have all my forms.
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01-29-2018, 01:44 PM
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#4
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Full time employment: Posting here.
Join Date: Oct 2016
Location: Pinetops
Posts: 521
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I filed this morning, even though I haven't received my tax forms from FIDO. I was able to look up the tax information on the website and pencil in the numbers in the proper place.
No need to wait as all the information was available.
Cheers,
I
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01-29-2018, 02:04 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Jun 2004
Location: Diablo Valley (SF Bay Area)
Posts: 2,705
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Schwab 1099s out Friday. USAA's are out already but TurboTax won't import until 2/16 so I typed it in (just interest, dividends, and 1 trade). Hope TT is fully capable by Friday as I think I want to file then & amend if necessary 10/15/18.
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01-29-2018, 02:27 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Mar 2009
Posts: 2,983
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Likewise I typed it in myself Saturday morning when the brokerage forms were available from Fido. Since I already had the numbers I would have done it anyway if the forms weren't available. The Fed return shows accepted on the TurboTax site. One less thing to think about.
__________________
Took SS at 62 and hope I live long enough to regret the decision.
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01-29-2018, 02:32 PM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2017
Location: Chapel Hill, NC
Posts: 5,297
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So I guess that those of you who have actually filed your Federal tax return using TurboTax must not have needed to file a Form 8606?
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01-29-2018, 02:49 PM
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#9
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Recycles dryer sheets
Join Date: May 2012
Location: Brewster
Posts: 367
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My Hilliard-Lyons consolidated 1099 was posted online, but the one that actually contains a document ID (required for TurboTax import) won't be available for two more weeks.
So we just have to relax.
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01-29-2018, 02:50 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,031
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running into this same issue. I was going to try again on the 1st. Now I'm just going to type it in and see if it works. I swear I did that already.
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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01-29-2018, 03:02 PM
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#11
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2017
Location: Chapel Hill, NC
Posts: 5,297
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Quote:
Originally Posted by aldo
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Thanks for the link to which schedules are available and which are not
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01-29-2018, 07:33 PM
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#12
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gone traveling
Join Date: Oct 2015
Posts: 138
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Quote:
Originally Posted by harllee
avoid tax identity theft
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Why are you concerned about possible tax identity theft?
What is the worst outcome for you that could happen, should someone else file a fake return on your behalf preceding yours?
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01-29-2018, 09:41 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Jun 2004
Location: Diablo Valley (SF Bay Area)
Posts: 2,705
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Quote:
Originally Posted by joylesshusband
Why are you concerned about possible tax identity theft?
What is the worst outcome for you that could happen, should someone else file a fake return on your behalf preceding yours?
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Sarcasm?
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01-29-2018, 09:45 PM
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#14
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
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It should be easy to identify a fraud return from a real one just to the numbers on the 1099's
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01-30-2018, 05:51 AM
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#15
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2017
Location: Chapel Hill, NC
Posts: 5,297
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OP here. I am concerned about identity theft because recently I have been the victim of identity theft where someone has stolen my social security payments by applying for social security in my name and having the benefits sent to a debit card. I have a separate thread on this.
Everyone I am working with to clear up the SS fraud recommended I file an affidavit with the IRS about the identity theft (done) and also file my tax return ASAP. There are many crooks filling fake tax returns using made up income to get refunds. I will actually owe taxes but someone could try to get a refund of my estimated tax payments using made up numbers.
I am finding this identity theft to be very stressful. I thought I had done everything right--frozen credit reports, 2 factor authentication on all accounts, strong passwords, etc but evidently that its not enough.
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01-30-2018, 03:25 PM
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#16
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gone traveling
Join Date: Oct 2015
Posts: 138
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No.
Just a genuine curiosity.
Having read the OP's answer to my question, I am grateful for her patience explaining her reasons for concern, and wish her best of luck.
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01-30-2018, 03:32 PM
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#17
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2003
Location: Florida's First Coast
Posts: 7,666
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I got an update today that fixed mine.
__________________
"Never Argue With a Fool, Onlookers May Not Be Able To Tell the Difference." - Mark Twain
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01-30-2018, 03:54 PM
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#18
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2017
Location: Chapel Hill, NC
Posts: 5,297
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Quote:
Originally Posted by ShokWaveRider
I got an update today that fixed mine.
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ShokWaveRider--what was fixed, was it a missing form?
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01-30-2018, 04:03 PM
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#19
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Thinks s/he gets paid by the post
Join Date: Jun 2004
Location: Diablo Valley (SF Bay Area)
Posts: 2,705
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I got an update today that fixed my daughter's too ... guess some forms are still coming out. Still hope to do it Friday
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01-30-2018, 04:04 PM
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#20
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2003
Location: Florida's First Coast
Posts: 7,666
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Quote:
Originally Posted by harllee
ShokWaveRider--what was fixed, was it a missing form?
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In my case it was Depreciation. 4562 which was all I needed to file.
__________________
"Never Argue With a Fool, Onlookers May Not Be Able To Tell the Difference." - Mark Twain
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