Author Topic: any accountants out there that i can ask a question?  (Read 55718 times)

Online aygart

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Offline churnbabychurn

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Re: any accountants out there that i can ask a question?
« Reply #1336 on: April 05, 2017, 04:17:43 PM »
Ugh, I think I made a mistake.

Added all 1099 INTs but I remembered that I also had a bonus from Santander last year.. no 1099 so I had forgotten about it.

Do I file a 1040X to get this sorted out? I already filed my taxes a while ago..
Such a tzadik wow

Offline David R

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Re: any accountants out there that i can ask a question?
« Reply #1337 on: April 19, 2017, 09:12:02 PM »
If all your taxes are paid in reality you have 3 years and you don't really have to file an extension. But I would suggest that you file an extension since it's very easy to do anyways.
I think if you filed the extension, you then have three years to claim the refund from the date that the extension extended your deadline to. So instead of having until April 18, 2020, you get until October 16, 2020.
Ugh, I think I made a mistake.

Added all 1099 INTs but I remembered that I also had a bonus from Santander last year.. no 1099 so I had forgotten about it.

Do I file a 1040X to get this sorted out? I already filed my taxes a while ago..
If Santander actually prepared the form for you (they should have if they paid you $10 or more and had your correct SSN) but you didn't receive it for some reason, you'll find it on the Wage and Income Transcript that you can request from the IRS. If it is not there, you might just want to skip the 1040X.
« Last Edit: April 19, 2017, 09:20:08 PM by David R »

Offline Jack out of the box

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Re: any accountants out there that i can ask a question?
« Reply #1338 on: April 20, 2017, 04:27:18 AM »
I think if you filed the extension, you then have three years to claim the refund from the date that the extension extended your deadline to. So instead of having until April 18, 2020, you get until October 16, 2020.
Good point about the extended deadline. Just one minor (possibly major though) detail. The dates in 2020 are April 15 and October 15. In that year neither of those come out on weekends or legal holidays.

Offline David R

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Re: any accountants out there that i can ask a question?
« Reply #1339 on: April 20, 2017, 09:47:32 AM »
Good point about the extended deadline. Just one minor (possibly major though) detail. The dates in 2020 are April 15 and October 15. In that year neither of those come out on weekends or legal holidays.
I got the info from https://ttlc.intuit.com/questions/1900882-what-if-i-miss-the-april-18-2017-filing-deadline and assumed Intuit knows what they're talking about, that it's exactly three years from the due date. However, this page from IRS shows the deadline for claiming a 2013 refund was April 18, 2017 even though tax day was April 15, 2014.