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Old 03-27-2017, 08:46 PM   #241
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All done. E-filed both and paid the twenty five bucks for State. Feds accepted return one hour after file. Pin and driver license number and issue and expiration dates given. Gonna be hard to hack me.

Let the state keep all the dough and the feds keep half the dough. Estimated payments here too.

Now drinking rum & coke -
haven't made an estimated payment yet since retiring 5 years ago. Wouldn't help since I can't estimate income very well.
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Old 03-27-2017, 09:24 PM   #242
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I'm learning. I hit the state within 10%, way off on the feds.

But hey, I'm new at this and still learning -
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Old 03-28-2017, 12:03 PM   #243
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haven't made an estimated payment yet since retiring 5 years ago. Wouldn't help since I can't estimate income very well.
I just pay what I paid in taxes the previous year, split evenly 4 times.

That way I won't pay a penalty, which is what happened the first year I tried to estimate it, and of course was wrong...
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Old 03-31-2017, 10:44 AM   #244
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E-filed on 3/13. I received my CA refund pretty quickly (direct deposit). But I have yet to receive my Federal and AL refunds. I am not too surprised about AL taking its sweet time, but it seems like I usually get my Fed refund faster.
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Old 03-31-2017, 11:24 AM   #245
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Finished mine on Sunday. Had K-1's dwindling in as normal. 2016 is the last year that I had any work income (3 months part time and a bonus from 2015). 2017 will be my first full year to have just retirement/investment income.

They taxed my Deferred Comp check at 40% so left me with $6,600 back from the Feds and owe state $180. I am dropping off a new W4 to lower my withholding on my check next month.
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Old 03-31-2017, 12:54 PM   #246
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I filed Federal, Vermont and California tax returns March 23rd using Turbo Tax Premier. All were received and accepted within a few hours. This was my first year entirely retired. I made sure I had withholdings from my IRA distributions equal to 104% of 2015 Federal taxes, so although I underestimated Federal taxes by about $2700 I shouldn't be fined. I had set aside $3400 in an account to pay additional taxes. Glad I had done that. I owe a small amount to Vermont too, but expect a large refund from California.
Last year, after I completed my tax return using Turbo Tax I took it to a CPA and asked for advice, suggestions, pointing out errors. I was pleased to learn I had done a pretty good job. There were a few suggestions that helped get state income distributed more accurately between the states and probably reduced my tax in 2016. It was a pricey lesson but enabled me to feel more confident continuing to do my taxes myself.
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Old 04-01-2017, 10:34 AM   #247
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Fidelity finally got their foreign source info posted on a Monday 3/27, way later than usual! We submitted our return the next day. Accepted, no problems.

They required lots of driver's license details for verification. It's getting tougher for the fakers.

We owe this time, so no refund tracking - actually we always apply any refund to next year estimated taxes if it's less than one quarter payment.
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Old 04-01-2017, 11:13 AM   #248
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Still getting corrected statements here. "File early, file often."
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Old 04-01-2017, 12:08 PM   #249
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Just paid my first ever quarterly tax for 2017 year...ugh!
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Old 04-01-2017, 10:19 PM   #250
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I've finished my 2016. Now on the the checking phase. I should be able to mail Monday. Keep my fingers crossed.
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Old 04-01-2017, 10:26 PM   #251
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Fidelity finally got their foreign source info posted on a Monday 3/27, way later than usual! We submitted our return the next day. Accepted, no problems.

They required lots of driver's license details for verification. It's getting tougher for the fakers.

We owe this time, so no refund tracking - actually we always apply any refund to next year estimated taxes if it's less than one quarter payment.
It is not a requirement... I filed my mom's taxes without the info since she does not have it...
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Old 04-02-2017, 12:38 AM   #252
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I received a form from the IRS yesterday. They need to verify my identity before they can process my return. I have to call a toll-free number on Monday and provide a bunch of information. Very strange. I can't imagine what could make them question my identity.
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Old 04-02-2017, 03:38 AM   #253
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Do any of us know who we really are? Maybe the IRS will help you find yourself.
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Old 04-02-2017, 05:02 AM   #254
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I received a form from the IRS yesterday. They need to verify my identity before they can process my return. I have to call a toll-free number on Monday and provide a bunch of information. Very strange. I can't imagine what could make them question my identity.
You may have been a victim of fraud? I.e. someone filed already using your credentials?
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Old 04-02-2017, 05:07 AM   #255
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Uh oh!

Or perhaps the refund amount is a big one, and they want to be sure.

I did my tax return early, then sat on it. I owe money, so if someone steals my identity, will he pay the tax for me?

PS. This thread reminds me to dust off my tax return, get money transferred into my checking in preparation for payment. Got only 2 weeks left. Darn!
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Old 04-02-2017, 06:55 AM   #256
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Completed #2 - in-laws tax submittal. It is going to them for signature this morning, and will get mailed tomorrow.

Two LTC forms, so turbotax won't efile.
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Old 04-02-2017, 12:38 PM   #257
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So I have a question for anyone here. How to file extension for one of my daughters. In the past, I've filed extension but I do know roughly how much I owe and mailed in the money. In my kid's case, her CPA for her corporation is late, she changed CPA from last year, so I don't have a clue as to what amount to pay in, she is still waiting for her employee's statement. She paid estimated tax every year, never owed anything. Do I just file the form with zero amount and send it in.
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Old 04-02-2017, 02:01 PM   #258
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Do any of us know who we really are? Maybe the IRS will help you find yourself.
It is going to take a lot more than the IRS to find that out...

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You may have been a victim of fraud? I.e. someone filed already using your credentials?
Must be. The IRS accepted my return quickly after I filed 3 weeks ago, so I thought that I was in the clear.


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Uh oh!

Or perhaps the refund amount is a big one, and they want to be sure.
No big refund this year. Same mailing address, no change in marital/employment situation, 1099s from the same institutions as last year, etc... that's why I find it strange to get flagged all of a sudden.
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Old 04-02-2017, 02:05 PM   #259
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Are you sure it's the IRS that you will be calling tomorrow? I hope it's not some scammer trying to get your personal information via the phone call.

P.S. - - I got my IRS refund 6-7 days after I e-filed with TurboTax, back in early February (post #155).
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Old 04-02-2017, 02:13 PM   #260
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Are you sure it's the IRS that you will be calling tomorrow? I hope it's not some scammer trying to get your personal information via the phone call.

P.S. - - I got my IRS refund 6-7 days after I filed, back in early February (post #155).
I thought about that and checked the IRS website. The phone number on the form also appears on the website. The IRS says that this phone number is to be used only for taxpayer identity verification. So it looks legitimate.
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