Tax filing date if Im getting a refund?
I’m in the same boat. To all those who keep asking “Why??”… I misplaced my W2s and 1099s, and I have to collect fresh copies from all the people who sent me them in the first place before I can file. Yes, I’m expecting a refund in the ~$2000 range, so I’m anxious to get it done, but I am kind of stuck.
The deadline this year, for tax filing and IRA contributions, is April 17. If you plan to contribute to an IRA and you might not be able to contribute the max for any reason, it’s going to be far more simple to figure it out prior to the filing date, since the IRS might not catch you at it, but your bank may or may not be so forgiving w/r/t the contribution date for your IRA. And besides, why wait at all? Just do your taxes when you get all of your stuff. For those of us who file E-Z or who have a few deductions (like home loan interest) there is no reason to not just do it in February or whatever. I’ve had my return for ages now.