in [Event] Ask the Experts: Self-Employed Quarterly Estimate Filing
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Well, this isn't actually for me, it's for my 94 year old mother. She's usually quite efficient on staying up on all this with her tax specialist, but 2022 was an extremely challenging year in terms of health issues. I casually suggested a few days ago that she file an federal extension for the 2023 tax year (Texas, no state income tax). She revealed that she hadn't filed her 2022 tax returns, and had lost touch with her account (or more appropriately, her account lost touch with HER.) Because she's retired, she has fixed limited income and one or two interest bearing accounts and says she usually has to pay taxes but it's typical never over $300 or so. I countered with the fact that non-filing penalties could triple the actual amount she owes. What are the steps she (or I, more than likely) take to get her current on her 2022 tax filing?
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There are other tax preparation software companies that can be used or a local tax professional can be used for the 2022 tax return.
If you want to use TurboTax -
To complete and file a 2022 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2022 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/
A 2022 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.
It is not clear from what you have posted whether your mother even needs to file a tax return. You do not say what the source of the fixed income is----is it Social Security?
Who has to file?
http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F
Online preparation and e-filing for 2020, 2021, and 2022 is permanently closed.
To file a return for a prior tax year
If you need to prepare a return for 2020, 2021, or 2022 you can purchase and download desktop software to do it, then print, sign, and mail the return(s)
https://turbotax.intuit.com/personal-taxes/past-years-products/
You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.
Remember to prepare your state return as well—if you live in a state that has a state income tax.
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.
If you do not owe or if you are getting a refund, there is not a penalty for filing past the deadline. If you owe taxes, the interest/penalties will be calculated by the IRS based on how much you owe and when they receive your return and payment. The IRS will bill you for this; it will not be calculated by TurboTax.
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