[Event] Ask the Experts: Extension Filers

If you are getting refunds, you have three years to file and still receive the refunds.   If you owed tax due for 2023, even if you requested an extension you were supposed to pay your estimated tax due by April 15, 2024.  An extension for 2024 gives you until October 15, 2025---but you were supposed to pay estimated 2024 tax due by April 15, 2025.    At this point,   you need to just get the returns filed.    The 2023 return cannot be e-filed; e-filing is permanently closed for 2023.   Your 2024 return can be e-filed until October 15; after that, 2024 will also have to be filed by mail.

 

 

It is up to you to seek W-2's from the employers from whom you received income; or to get the 1099NEC's from clients for whom you worked as an independent contractor.

 

 Some employers have payroll sites that will have your W-2. You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_U...

 

 

 

You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information.

https://www.irs.gov/individuals/get-transcript

 

 

Other ways to get W-2’s:

 

Pay Social Security $62 per tax year for your W-2’s.:

 

https://faq.ssa.gov/en-US/Topic/article/KA-02501

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**