Easy Online Tax Filing

Online Tax Filing Software & Calculators

How to Import W2 Tax Form Online

The import feature found in TurboTax securely retrieves W-2, 1099, and 1098 data from hundreds of participating employers and financial institutions, saving time and data entry errors.

Depending on the availability of these documents from your financial institution and employer, this feature will make your w-2 accessible in TurboTax on January 1

However if your employer does not have this service available, then your employer must have your W-2 post marked by January 31st. If you did not receive your W-2 by this deadline, then first call your employer for a copy.

What to do if You Can’t Find Your W-2:

If you still do not receive your W-2 or cannot reach your past employer due to a number of circumstances, you can contact the IRS and get help in locating your W2 tax form. You will need to call the IRS at (800) 829-1040, and be prepared to provide the following information:

  • The employer’s name and complete address, including a zip code and telephone number.
  • The employer identification number (EIN), if possible. If you’ve worked for this employer for more than one year, you might find the EIN on your last year’s W-2 form. You might also find it on one of your pay stubs. It’s not necessary to have it, but it’s very helpful.
  • An estimate of your wages and withholding amounts. You can generally get this from your most recent pay stub with that employer or you can add all your previous pay stubs to come up with an amount.
  • The date that you began and ended your employment with the employer.

Your past employer must report your wages to the IRS when they file their tax return so the IRS will have record of it at some point.

As a last resort you may file a form 4852. Form 4852 is a substitute wage and tax statement that you can use as an absolute last resort. Form 4852 should only be filed if you can’t get your actual W-2 form by the tax filing deadline date of April 15th. It can’t be used simply as a convenience for the employee, as opposed to trying to track down your employer and receiving your W-2 tax form.

Once you have received your W-2 or you are ready to file your income taxes and need to file a form 4852 you can prepare your taxes online. However you will not be able to e-file and you must print and mail your income tax return to the IRS.

Visit TurboTax Online today to learn more about W-2’s and you get the necessary tax forms to file your federal income tax return.

When Will You Get Your Tax Forms?

Income Tax Forms

You can’t file your taxes until you get all the tax forms you need. Until that time all you can do is wait, and maybe check your records to make sure they’re intact. These are the key tax forms and the dates they should be delivered on.

Income Tax Forms

Form W-2 – January 31st

Form W-2 is the form used to report salaries. This is also a record of tax withholding for Federal and state income taxes. Your employer is responsible for delivering this form to you. Due to the new accelerated deadline, you should approach your employer if this form hasn’t been received by February 1st.

1098 and 1099 Forms – January 31st

 You should get the information you need to fill out Form 1098 and Form 1099 around the same time as you get the information to fill in your W-2. This information must be provided by January 31st, even if the forms don’t have to be sent to the IRS until February 28th, except in the case of Form 1099-MISC due to the new accelerated filing deadline.

Some of these forms include 1099-INT for reporting income generated by interest, 1099-DIV for any income derived from dividends, and 1098 for any interest from your mortgage.

There are some exceptions, though. For example, you might get 1099-B from your broker or fund manager. This needs to be provided slightly later on February 15th. Another exception is 1099-S for sales of real estate, which also comes with a deadline of February 15th.

Most Schedule K-1s – March 15th

 A Schedule K-1 is for people who own shares in a business that happens to be part of a partnership. This form needs to be in your hands by March 15th. Despite this not usually being required until the fourth month after the last calendar year, large partnerships tend to deliver these forms in March.

If your Schedule K-1 is late you should avoid filing your taxes earlier. You’ll only have to go through the hassle of filing an amended return later.

What if I Don’t Get a Tax Form?

Never ignore it because the IRS will hit you for this. Go to the person or entity that’s responsible for filing each form and ask them where it is.  You need to act because it’s your responsibility after that entity confirms they’ve sent you the relevant tax form.

The last thing you want is an audit. So when its time to file your IRS 1040 form, start with TurboTax online and make this tax season a breeze.

H & R Block Tax Refund Calculator

H&R Block offers three different kinds of free tax calculators, namely, a tax refund calculator for determining your tax refund amount, a self-employed tax estimator, and a health care estimator for individuals.

H & R Block Tax Refund CalculatorThe H&R Block tax refund calculator can be used for estimating the amount of tax refund that you will receive or the amount you owe.

This tax tool is very easy to use, and you can answer all the questions in a relatively short time if you do not have a complicated tax situation. It asks questions in a very straightforward manner, and it does not require you to reveal your identity.

It makes calculation based on information about your income and expenses, as well as the tax deductions that you are eligible for. As long as you submit all the required information correctly, you will get an accurate estimate of your IRS tax refund.

Tax Refund Calculator Instructions

You will start off by entering information such as, filing status, age, income amount, withholding amount, state withholding and unemployment income. This information will be on your W-2 tax form, or other tax forms. If you are married filing jointly, then your spouse will need to answer the same questions.

After you have answered the simple questions just mentioned, you will see along the side the total income amount, total deductions, total exemptions and what tax bracket you are placed into.

The HR Block Tax Refund Calculator is Quick and Easy!

Free online programs such as H&R Block are perfect for estimating your refund. If you have never used the software before, it will only take a few minutes for you to answer the questions and get a close estimate of your tax refund amount.

The tax refund calculator will know right where you stand in your income tax return. Then you can decide if you want to e-file. It’s easy, accurate, safe, and will get you your largest return or lowest tax due that you deserve and are entitled to. Wouldn’t you like that peace of mind?

See H&R Block’s New Features Video