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Message
re: 2023 Tax Filing
Posted on 2/9/24 at 10:03 am to Styxion
Posted on 2/9/24 at 10:03 am to Styxion
quote:
Also, the new W4s confuse a lot of people.
I'm still running with the W4 I filled out in 2014 with extra allowances (8, I think). My wife went back to work last year and filled out the new one...they don't take out taxes unless there is a bonus.
I have a spreadsheet I use to track our income, taxes, donations, etc. throughout the year and pay quarterly estimated taxes myself.
This year, I need to write a $48 check. I was shooting for +/- $200 so I'm happy.
I did barely miss the ability to claim my son's tuition so I would probably have had a small refund...
Question - I have seen that some 1099s are delayed due to IRS changes...how long should I wait to see if my 1099-DIV will ever be posted? In the past, I have received one even if there were no taxable dividends from these mutual funds to declare. This year...no 1099 to date. ETA - my plan was to wait until mid-Feb and then call them.
This post was edited on 2/9/24 at 10:10 am
1
Posted on 2/9/24 at 1:41 pm to bikerack
quote:
I have seen that some 1099s are delayed due to IRS changes.
The only delays I've seen anything about are 1099-Ks, because the decided to once again delay the 600 dollar rule. You should have already been provided with any 1099-Div.
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