I Just Filed My Taxes

Jnesbitt82

macrumors 6502
Original poster
Oct 21, 2013
322
239
Ohio
I received my W-2 around 3pm today and I just finished e-filing. I think this is the earliest I've ever filed in my life. Now, back to college homework.
 

Old Muley

macrumors 6502a
Jan 6, 2009
753
179
Titletown USA
Good for you! My wife usually starts doing a rough-in with ours in December, but my employer typically takes all January to get me my W-2.
 

Jnesbitt82

macrumors 6502
Original poster
Oct 21, 2013
322
239
Ohio
Thankfully, we are getting a refund. Close to $8,000 with state included. I think that's the largest refund we've ever had. I didn't even get that much when I deployed to Iraq. I can finally get my thunderbolt monitor!:D

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Good for you! My wife usually starts doing a rough-in with ours in December, but my employer typically takes all January to get me my W-2.
I am fortunate enough to be able to access my W2 online. The company released them today.
 

ucfgrad93

macrumors P6
Aug 17, 2007
17,543
8,166
Colorado
Thankfully, we are getting a refund. Close to $8,000 with state included. I think that's the largest refund we've ever had. I didn't even get that much when I deployed to Iraq. I can finally get my thunderbolt monitor!:D
You should adjust your withholdings so you have access to that over the course of the year, that is over $600 a month.
 

Jnesbitt82

macrumors 6502
Original poster
Oct 21, 2013
322
239
Ohio
You should adjust your withholdings so you have access to that over the course of the year, that is over $600 a month.
True, but it won't matter much now. I had heart surgery in June of last year and I've been on medical leave since. Now I'm in college full time focusing on a programming degree.
 

maflynn

Moderator
Staff member
May 3, 2009
63,857
30,381
Boston
I have mine 90% completed, I'm just waiting for my wife's W2's. I was able to get all the other 1099's online and so I was able to enter my deductions fairly quickly.

I want to wait until the end of January in case there's some sizable update to turbo tax. I seemed to recall them not finalizing the software until the end of the month, so to be safe I'll hold off
 

ucfgrad93

macrumors P6
Aug 17, 2007
17,543
8,166
Colorado
True, but it won't matter much now. I had heart surgery in June of last year and I've been on medical leave since. Now I'm in college full time focusing on a programming degree.
I'm sorry to hear about your medical problems. I hope you have a complete recovery.
 

Mousse

macrumors 68020
Apr 7, 2008
2,047
2,687
Flea Bottom, King's Landing
Thankfully, we are getting a refund. Close to $8,000 with state included.
That explains why you filed early. I too file early because I'm expecting a refund as well.:cool:

I am fortunate enough to be able to access my W2 online. The company released them today.
I'm even luckier than you, since *I* do the W2 for my company. I filed on January 2; the same day I processed the W2 forms.:D The IRS might get my return before the SSA gets their copy.:p
 

samiwas

macrumors 68000
Aug 26, 2006
1,575
3,518
Atlanta, GA
I've only seen one W2 so far. I'm expecting nine W2s and five 1099s this year. Ugh. At least it's only two states this year. That's why I pay someone else to do my taxes now. It used to take me a week to go through it all.
 

Jnesbitt82

macrumors 6502
Original poster
Oct 21, 2013
322
239
Ohio
I'm sorry to hear about your medical problems. I hope you have a complete recovery.
I'll be ok. I had a pulmonary embolism about a week after the surgery but no real issues since. I just need a career change.

That explains why you filed early. I too file early because I'm expecting a refund as well.:cool:
Unfortunately, the IRS isn't accepting anything until January 31. At least I'll be in the queue when HR Block submits them.



I'm even luckier than you, since *I* do the W2 for my company. I filed on January 2; the same day I processed the W2 forms.:D The IRS might get my return before the SSA gets their copy.:p
Thats just cheating! lol

I've only seen one W2 so far. I'm expecting nine W2s and five 1099s this year. Ugh. At least it's only two states this year. That's why I pay someone else to do my taxes now. It used to take me a week to go through it all.
Too much work right there. lol
 

got556

macrumors 6502
Jul 7, 2013
485
156
Indiana
Work for the DOJ, normally they are pretty good about getting theirs to us sometime within the next 15 or so days. Should be able to print it off our Employee page before too much longer. Just waiting on the g/f's. Hers will be the big return. I think I may owe approximately $100-300. ;) While refunds/returns are nice, I'd rather not give them any more of my money, especially when I give them plenty of hours off the clock as it is.
 

Jnesbitt82

macrumors 6502
Original poster
Oct 21, 2013
322
239
Ohio
Work for the DOJ, normally they are pretty good about getting theirs to us sometime within the next 15 or so days. Should be able to print it off our Employee page before too much longer. Just waiting on the g/f's. Hers will be the big return. I think I may owe approximately $100-300. ;) While refunds/returns are nice, I'd rather not give them any more of my money, especially when I give them plenty of hours off the clock as it is.
Working for the DOJ, does that mean you use myPay and DFAS? They always had my W2 ready by January 2.
 

yg17

macrumors G5
Aug 1, 2004
14,888
2,480
St. Louis, MO
I got my W2 and 1098s from student loan interest, I'm waiting on the tax forms for my home mortgage interest, HSA and some stock sale. You think in this day and age, with the technology we have, they'd be able to generate the forms on the fly the second the clock strikes midnight on January 1st.

Oh, and also waiting on H&R Block to make Missouri available in their software.
 

MattG

macrumors 68040
May 27, 2003
3,760
212
Asheville, NC
Not far behind you...I'm just waiting on a few more docs in the mail. I like to just get it out of the way. Then again, mine are always easy (single guy, no kids, etc.)
 

sdilley14

macrumors 65816
Feb 8, 2007
1,232
190
Mesa, AZ
I got my W2 and mortgage interest statement, entered those in on HR Block (I've used their free online service for many years). Still waiting on my student loan interest statement and HSA statement.
 

bradl

macrumors 601
Jun 16, 2008
4,006
11,823
I've only seen one W2 so far. I'm expecting nine W2s and five 1099s this year. Ugh. At least it's only two states this year. That's why I pay someone else to do my taxes now. It used to take me a week to go through it all.
I envy you.

I have a home-based business that I run, which allows me to itemize various expenses throughout the year. Because of that, I keep nearly every receipt related to my work in it, plus mileage, so I have to tally those up, along with any home expenses, insurance, etc., before starting.

Because of that, and the fact that most common tax preparers aren't familiar with bringing that into their mix, I do my own with either TurboTax or H&R Block's tax software, and compare the two. I'm okay with spending the $60 - $80 for the Business versions of both, as they are also business expenses that could be itemized.

Long and short of it; it takes me at least 3 weeks just to get started, and the crappy part is that the Business version of H&R Block's software is only made for PCs. I'm going to be trying it with CrossOver on my Mac (CodeWeavers lists it as supported) so we'll see.

BL.
 

samiwas

macrumors 68000
Aug 26, 2006
1,575
3,518
Atlanta, GA
I'll be ok. I had a pulmonary embolism about a week after the surgery but no real issues since. I just need a career change.


Thats just cheating! lol


Too much work right there. lol
Tell me about it. I kind of miss the days where I had one W2 and could do my tax return in half an hour. However, I wouldn't like to go back to that pay scale!

You think in this day and age, with the technology we have, they'd be able to generate the forms on the fly the second the clock strikes midnight on January 1st.
Absolutely. Last year was the first year I can remember that I didn't have to trace down a form from at least one employer. All of this is in a computer somewhere. It should take one click to generate even Wal-Mart's W2s.

I envy you.

I have a home-based business that I run, which allows me to itemize various expenses throughout the year. Because of that, I keep nearly every receipt related to my work in it, plus mileage, so I have to tally those up, along with any home expenses, insurance, etc., before starting.

Because of that, and the fact that most common tax preparers aren't familiar with bringing that into their mix, I do my own with either TurboTax or H&R Block's tax software, and compare the two. I'm okay with spending the $60 - $80 for the Business versions of both, as they are also business expenses that could be itemized.

Long and short of it; it takes me at least 3 weeks just to get started, and the crappy part is that the Business version of H&R Block's software is only made for PCs. I'm going to be trying it with CrossOver on my Mac (CodeWeavers lists it as supported) so we'll see.

BL.
Don't envy me. I do all of that as well. I am self-employed, not incorporated, and work from my home. Some work in town, lots of work out of town. So I collect all the receipts (well, I try…I'm horrible at it, though), and can write off the office portion of my home. My H&R Block person seems to get all of it and the past two years I haven't worried about anything. I drop it off to her, answer a few questions, and a few weeks later, I have my refund. It costs a pretty penny, but the lack of headache is worth it.
 
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gsugolfer

macrumors 6502a
Jul 11, 2010
507
1
Georgia, USA
I envy you.

I have a home-based business that I run, which allows me to itemize various expenses throughout the year. Because of that, I keep nearly every receipt related to my work in it, plus mileage, so I have to tally those up, along with any home expenses, insurance, etc., before starting.

Because of that, and the fact that most common tax preparers aren't familiar with bringing that into their mix, I do my own with either TurboTax or H&R Block's tax software, and compare the two. I'm okay with spending the $60 - $80 for the Business versions of both, as they are also business expenses that could be itemized.

Long and short of it; it takes me at least 3 weeks just to get started, and the crappy part is that the Business version of H&R Block's software is only made for PCs. I'm going to be trying it with CrossOver on my Mac (CodeWeavers lists it as supported) so we'll see.

BL.
Where in the world are you finding a tax preparer that can't handle a home office deduction?
 

bradl

macrumors 601
Jun 16, 2008
4,006
11,823
Where in the world are you finding a tax preparer that can't handle a home office deduction?
Quite a few in the Sacramento area, as they only think and assume that you are filing 1040A or 1040EZ, taking the money, and being done with it. That's why I went back to doing taxes myself.

BL.
 

gsugolfer

macrumors 6502a
Jul 11, 2010
507
1
Georgia, USA
Quite a few in the Sacramento area, as they only think and assume that you are filing 1040A or 1040EZ, taking the money, and being done with it. That's why I went back to doing taxes myself.

BL.
Crazy. Blows my mind that people would pay someone to do most returns (meaning your average married couple with a kid and a standard deduction).
 

maflynn

Moderator
Staff member
May 3, 2009
63,857
30,381
Boston
Long and short of it; it takes me at least 3 weeks just to get started, and the crappy part is that the Business version of H&R Block's software is only made for PCs. I'm going to be trying it with CrossOver on my Mac (CodeWeavers lists it as supported) so we'll see.

BL.
I'm not a fan of H&R Block (the people not the software) as they seem to charge by the form, so they load up on unnecessary forms to maximize their fee.

As for tax accountants in general, I was surprised when I met my wife, she used one and he basically had her fill out a 1040 form (his "customized" survey) and then charged her hundreds of dollars to then transcribe that survey over to the 1040 - he was having her do her own taxes but use his form - crazy.

Did you try using virutalbox and windows so you can run H&R Blocks software? You'll have supply or buy your own windows license but the cost of the virtualization software is easy to swallow being free.
 

Gutwrench

Contributor
Jan 2, 2011
3,923
9,052
Still waiting on a couple documents. My wife does our taxes and is leaving for China in a couple days for the New Year. I guess we'll be waiting a month or two before filing.
 

Plutonius

macrumors 604
Feb 22, 2003
7,853
5,998
New Hampshire, USA
Congratulations! I hope you are getting a refund.;)
What's a refund :D ?

I can see while you are in college getting money back but, if you still get money back after college working full time in your career job, you are doing something wrong. Enjoy your refund now but try to arrange your taxes for no refund when you get out of college.

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IDid you try using virutalbox and windows so you can run H&R Blocks software? You'll have supply or buy your own windows license but the cost of the virtualization software is easy to swallow being free.
I use H&R Block on-line every year on my Mac (OS X) to fill out my taxes. I never had any issues with it.