W-2 Forms...and filing ur taxes...

Since we pay taxes every year I'm not in any hurry to do it. :D
 
Reba said:
The completed W-2 is sent from the employer to the employee. How would that be a federal envelope? Unless the employer is the U.S. government, such as Civil Service.
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The policy for the United States Postal Service is that it will not forward a W-2 after an address change. If the W-2 has already been sent previous to the recipient moving, the letter will be returned to sender. It is the responsibility of the recipient to contact the company and notify them directly of the change of address. Once this has been done, the company will issue a new W-2 and will mail it to the correct and current address of the recipient.

http://usps.com/
 
hurleysrus said:
The policy for the United States Postal Service is that it will not forward a W-2 after an address change. If the W-2 has already been sent previous to the recipient moving, the letter will be returned to sender. It is the responsibility of the recipient to contact the company and notify them directly of the change of address. Once this has been done, the company will issue a new W-2 and will mail it to the correct and current address of the recipient.

http://usps.com/
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How would the USPS know that there's a W-2 inside an envelope?
 
Reba said:
How would the USPS know that there's a W-2 inside an envelope?
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E99RDW-th_copy99.gif



Notice the "Important tax return documents inside"?
 
hurleysrus said:
E99RDW-th_copy99.gif



Notice the "Important tax return documents inside"?
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It doesn't say "W2." It could be another form.

Also, it seems that one does not need to use a special envelope for tax documents:

I mailed a W-2 form to a former employee who we terminated last July. Apparently the employee moved shortly after being terminated, because the envelope came back to us marked "no forwarding address." What do we do now?

According to Linda Hunt, founder of the financial management firm SumSolutions LLC, if a W-2 is returned to you as undeliverable you should not open it, but rather retain it in your files in the original envelope. "When and if the former employee inquires as to the whereabouts of their W-2, you should make a copy of the returned envelope and re-mail it in a larger envelope," says Hunt. "Do not open it and place the W-2 in another envelope."

Why? By re-mailing the original envelope, you create an audit trail of compliance with IRS regulations requiring that W-2s be postmarked by January 31. If you throw away the original envelope, you will have no proof that you actually mailed the W-2 by that date. The same holds true for 1099 forms.

Read more: business - Preparing Your IRS Forms 1099 and W-2 | Entrepreneur.com
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Turbo Tax is awesome- I've used it in the past. I've also used TaxAct- not too bad but Turbo Tax is the better of the two. H&R Block I used.. just once. Never again.

Re W-2 and the OP- if he was able to print a copy online from the payroll company's site where you can view the paychecks, he will be fine for tax purposes- I've done that before because my last company said they were no longer sending out hard copy W-2s and that they should be printed from the payroll company website.
 
When I worked at Walmart, the managers deliver W-2 to us at workplace.
 
Reba said:
It doesn't say "W2." It could be another form.

Also, it seems that one does not need to use a special envelope for tax documents:
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Well mine have ALWAYS come in those envelopes. And have had to get them reissued many times because the post office WOULDNT forward them. Call and ask them, I have but whatever. Just posting USPS policy and sharing my expierence..............
 
ambrosia said:
I think so. I forget. But I'm thinking it used to be free for me because I had a BB&T account. I could be wrong though.
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BB&T has gotten greedy ... they charge $8 per check to cash if you don't have an account there ... I wrote my mother a check when she was short a few months ago and she told me they charged her even though my account is there.
 
I use H&R Block to file mine and do them by hand to make sure they even out to about the same. I submitted my taxes on 1-14-14 and I got an email stating they accepted mine early to use as a testing or something. I suppose they have to test their new agents. So, I'll be getting mine SUPER early which is nice. :D PAAAAAAAAAAARTY!!!!!!!! :party: :dance2:
 
Mewtilation said:
I use H&R Block to file mine and do them by hand to make sure they even out to about the same. I submitted my taxes on 1-14-14 and I got an email stating they accepted mine early to use as a testing or something. I suppose they have to test their new agents. So, I'll be getting mine SUPER early which is nice. :D PAAAAAAAAAAARTY!!!!!!!! :party: :dance2:
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I know you are going spend your tax money on drinking... :lol:
 
Foxrac said:
I know you are going spend your tax money on drinking... :lol:
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:ugh: Not all of it!!! Just some... :ugh:

I am very good about saving money, so half will go into savings. :D I also usually take my family out to a nice dinner every tax season. Also, my Bike week trip to Daytona will be funded by it. :D However yes.... there will be drinking... :P
 
I recently got my W-2 form in the mail from my employer. There is other way to get W-2 form is to go online or a telephone number your employer should be able to give you one to have them reissue the W-2 form.
 
Usually you call your employer and request a duplicate. If you do not receive the missing or corrected form W-2 by February 15th from your employer, you may call the IRS at 1-800-829-1040 for assistance. Be prepared to provide your name, address (including zip code), and phone number. The IRS will contact the employer for you and request the missing form. You can also download and print a Form 4852 (PDF), to substitute for Form W-2 or Form 1099-R if applicable.

If you do not receive your duplicate W-2 in sufficient time to file your tax return, you may use the Form 4852. If you need to make any corrections to your personal profile, use Form 1040X (PDF), this is generally the procedure but call the IRS to ensure you submit the necessary forms to your tax return.
 
ambrosia said:
Last year was the first the year I had to pay to do federal, always had to pay for state, I forget how much it was though. Somewhere between $40 and $60. Still waaaaaaay cheaper than taking them somewhere.
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I remember $39.95 for state return software and $19.95 processing fee for efile on Turbotax. If you live in some state, you can get state rebate of $19.95.

They are popular Turbotax over HRBlock software. HRBlock can confuse what them do. Turbotax is easy for them.
 
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