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Every place I look on the Internet says that Social Security will mail forms 1099-R to Social Security recipients on January 31st which means that ours will arrive sometime mid-April (maybe). You can also print them online, but not until January 31st.
I’ve just finished TurboTaxing our 2011 federal return and would like to submit it (significant refund!!) but I need to be certain about the Social Security figures.
Does anyone know a more immediate way to download this information?
[quote=”DavidCMurray”]Every place I look on the Internet says that Social Security will mail forms 1099-R to Social Security recipients on January 31st which means that ours will arrive sometime mid-April (maybe). You can also print them online, but not until January 31st.
Does anyone know a more immediate way to download this information?[/quote]
I’m waiting to get the payor information for our SS and as far as I know the only thing we can do is wait for them to supply the info on their web site.
Three of the most consistent and best posters on the blog, and neither of them seems to have an ironclad answer – what does that say about the US?
I will call them for you, David. All I need is your SS#.
And Sprite – while I am at it I may as well check on your account as well. So Please send SS#.
No problemo!
crb[quote=”DavidCMurray”]Every place I look on the Internet says that Social Security will mail forms 1099-R to Social Security recipients on January 31st which means that ours will arrive sometime mid-April (maybe). You can also print them online, but not until January 31st.
I’ve just finished TurboTaxing our 2011 federal return and would like to submit it (significant refund!!) but I need to be certain about the Social Security figures.
Does anyone know a more immediate way to download this information?[/quote]
David: Does Turbo Tax allow you to file the necessary “foreign corporation” form (which we had to file last year and is something like #8971)? I am interested in doing our taxes this year as they are much simpler and would like to use Turbo Tax. BUT….need to file that pesky form! Thanks for any details you can offer!
Sue, TurboTax does not provide for actual submission of the forms for either a foreign corporation or a foreign bank account with a balance of $10k or more. They do, however, give you a way to complete and print the bank account form which you must mail to an IRS address in Detroit. We used the Costa Rican Correo for this and don’t much care if it gets there or not.
As for the foreign corporation form, that’s readily available on the Internet. Just Google “IRS form “, download it, print it, complete it, and submit it via the Correo. We made a “master” for each of our corporations and just copy and date them each year.
Aside from that, TurboTax is a breeze, and you don’t have to commit to paying for it until you’re ready to either print out your return or e-file it. There are some websites where you can even get a discount from the regular price. We always use the “Deluxe” (I think) version that permits for itemized deductions. It’s $30 before the discount.
You can hardly go wrong with TurboTax since you don’t pay for it until your return is completed to your satisfaction.
maravilla, I’ve not tried the 800 number you listed. What is it that they can do for me? And can they do it now?
crbill, here’s my SS Number: kis-sm-yass.
that number will eventually get you to a persoon who can tell you anything you need to know about your payments. it’s the easiest way of getting the information you need.
[quote=”DavidCMurray”]Sue, TurboTax does not provide for actual submission of the forms for either a foreign corporation or a foreign bank account with a balance of $10k or more. They do, however, give you a way to complete and print the bank account form which you must mail to an IRS address in Detroit. We used the Costa Rican Correo for this and don’t much care if it gets there or not.
As for the foreign corporation form, that’s readily available on the Internet. Just Google “IRS form “, download it, print it, complete it, and submit it via the Correo. We made a “master” for each of our corporations and just copy and date them each year.
Aside from that, TurboTax is a breeze, and you don’t have to commit to paying for it until you’re ready to either print out your return or e-file it. There are some websites where you can even get a discount from the regular price. We always use the “Deluxe” (I think) version that permits for itemized deductions. It’s $30 before the discount.
You can hardly go wrong with TurboTax since you don’t pay for it until your return is completed to your satisfaction.[/quote]
Thanks David……but so I understand…you file the corporation forms separately from your Turbo Tax filing???
Tank oooo…..
That’s correct, Sue. The corporation and foreign bank account forms are mailed to entirely different addresses from where you would submit your paper tax return, if you were going to file on paper. Just stick ’em in separate envelopes, have the Correo post ’em, and forget about it.
I should have mentioned that with TurboTax and e-filing, if you’re due a refund you usually get it on the first or second Saturday after you press the “Send” button in TurboTax. TurboTax also follows IRS’ progress and informs you when they (IRS) has determined that your return is correct and acceptable to process and when your direct deposit is due to hit your bank account.
TurboTax also gives you an online way to keep track of your deductible expenses through 2012 in preparation for next year’s filing.
i love turbo tax! it’s perfect for tax dunderheads like me, who had never ever prepared a tax return in my life, and now i have been doing it for the last 3 years. hurray for taxes for dummies!!!
[quote=”DavidCMurray”]
crbill, here’s my SS Number: kis-sm-yass.[/quote]And from your PM “No offense taken”
Obviously, none taken, I thought it was a great response, and I believe offered in the same light-hearted spirit of my post.
Respectfully, I bow to your ever-evident wisdom, and espicially appreciate your “Turbo Tax Twisdom”. I only wish I could use it. I can’t seem to get it to work for me because of
[list][/list]K-1’s and Limited Partnerships (some barely breathing, some on life-support and some far too gone), and [list]
[/list]continuing ownership in REIT’s and real estate developments (note: see Limited Partnership’s above).
[list][/list]The following is a disclosure intended for solely for my CWPF&RB “SPRITE” – my ownership of real estate in the States and Costa Rica is 100% totally exclusive of gated communities)
So David, I appreciate and enjoy the clever resonse and thank you for the PM that really explains it!
crb
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