Discussion:Filing before W-2 is received
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| Revision as of 04:33, 18 January 2009 GoalieEd (Talk | contribs) (For the Emerald) ← Previous diff |
Revision as of 07:53, 18 January 2009 HAPPY TAX (Talk | contribs) (Can someone dire) Next diff → |
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| {{ForumReplyPost|UserID=GoalieEd|Date=18 January 2009|Text=For the Emerald Advance (the name of the H&R Block product you are referring to) it was a tax estimate that was submitted to H&R Block bank. The program ended 1-15-09, so it's no longer available. They still had either come back and file with H&R Block to repay the loan, or file elsewhere and make alternative arrangements to repay the loan. | {{ForumReplyPost|UserID=GoalieEd|Date=18 January 2009|Text=For the Emerald Advance (the name of the H&R Block product you are referring to) it was a tax estimate that was submitted to H&R Block bank. The program ended 1-15-09, so it's no longer available. They still had either come back and file with H&R Block to repay the loan, or file elsewhere and make alternative arrangements to repay the loan. | ||
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| + | {{ForumReplyPost|UserID=HAPPY TAX|Date=18 January 2009|Text=Can someone direct me to the reference that allows filing with a Form 4852 and a substitute for a W2 as of February 15? That has always been my understanding too, that you're ok to proceed with a 4852 if the client hasn't received the W2 by February 15. | ||
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| + | But the IRS blurbs that I have read this year specify that you have to comply with the 4852 instructions in case of nonreceipt of a W2, and those instructions state that "generally do not file Form 4852 before '''April 15'''." The 4852 instructions do tell the taxpayer he can call the IRS after February 14. By doing that will the IRS give him permission to proceed with a 4852 before April 15? If he fails to call the IRS after February 14, is he prohibited from using the Form 4852 before April 15? I've always used the 4852 after February 15 rule, but now that I've tried to find an authority for doing so, I've come up dry. Hopefully someone has an authority for a 4852 after February 15. There's no way to hang onto clients if we have to tell them, see you on April 15, and good luck getting an appointment that day. Hopefully someone will make this easy for me. Thanks.}} | ||
Revision as of 07:53, 18 January 2009
Discussion Forum Index --> Basic Tax Questions --> Filing before W-2 is received
Discussion Forum Index --> Tax Questions --> Filing before W-2 is received
| 18 January 2009 | |
| My client lost his job and is anticipating a refund. W-2's have not been received, but he'd like to file his return to get the refund based upon his last pay stub.
Do we have the ability to file his return this early or do we need to either wait until after Feb. 15th or he has received his W-2? I know H&R block will allow him to file early and get a RAL or do they actually file the return at a later date and just advance the funds for a month? Thank you so much for your comments. Nance | |
| 18 January 2009 | |
| Please refer to this discussion: Filing before W-2. | |
| 18 January 2009 | |
| For the Emerald Advance (the name of the H&R Block product you are referring to) it was a tax estimate that was submitted to H&R Block bank. The program ended 1-15-09, so it's no longer available. They still had either come back and file with H&R Block to repay the loan, or file elsewhere and make alternative arrangements to repay the loan. | |
| 18 January 2009 | |
| Can someone direct me to the reference that allows filing with a Form 4852 and a substitute for a W2 as of February 15? That has always been my understanding too, that you're ok to proceed with a 4852 if the client hasn't received the W2 by February 15.
But the IRS blurbs that I have read this year specify that you have to comply with the 4852 instructions in case of nonreceipt of a W2, and those instructions state that "generally do not file Form 4852 before April 15." The 4852 instructions do tell the taxpayer he can call the IRS after February 14. By doing that will the IRS give him permission to proceed with a 4852 before April 15? If he fails to call the IRS after February 14, is he prohibited from using the Form 4852 before April 15? I've always used the 4852 after February 15 rule, but now that I've tried to find an authority for doing so, I've come up dry. Hopefully someone has an authority for a 4852 after February 15. There's no way to hang onto clients if we have to tell them, see you on April 15, and good luck getting an appointment that day. Hopefully someone will make this easy for me. Thanks. | |
