Obtaining those Missing Documents @ RefundStatus.com

<body topmargin=0 leftmargin=0 marginheight=0 marginwidth=0> <table cellpadding=0 cellspacing=0 border=0><tr> <td valign="top" height=94 style=" border-bottom: 1px solid #CCCCCC;" BGCOLOR="#FFFFFF" TEXT="#080000" bgproperties="fixed" background="25600701egerdp.jpg"> <div> <FONT SIZE="5" COLOR="#FFFFCC" FACE="Arial" >Missing Documents Help</FONT><FONT SIZE="5" COLOR="#000000" FACE="Arial" > @ </FONT><FONT SIZE="5" COLOR="#66CCFF" FACE="Arial" >RefundStatus.com</FONT>     |     <A HREF="index.htm" TARGET="_top" TITLE="Online EFile, LIVETax Help, Copies of Yo"><IMG SRC="00d0f110.png" border=0 width="15" height="17" ALIGN="BOTTOM" HSPACE="0" VSPACE="0"> Home Page</A></div> <div> <TABLE BORDER="0" CELLPADDING="2" CELLSPACING="1" WIDTH="571" BORDERCOLORLIGHT="#C0C0C0" BORDERCOLORDARK="#808080" FRAME="BOX" RULES="ALL" HSPACE="0" VSPACE="0" > <tR> <tD VALIGN=TOP HEIGHT= 49 WIDTH="96"><div> <A HREF="https://sa.www4.irs.gov/irfof/IRServlet?app=IRFOF" TARGET="_blank" TITLE="https://sa.www4.irs.gov/irfof/IRServlet?">GET Federal RefundStatus</A></div> </tD> <tD VALIGN=TOP WIDTH="96"><div> <A HREF="states.htm" TARGET="_top" TITLE="State RefundStatus, Choose Your STATE">GET State RefundStatus</A></div> </tD> <tD VALIGN=TOP WIDTH="136"><div> <A HREF="options.htm" TARGET="_top" TITLE="Year Round Tax Filing RefundStatus.com ">E-FIle My Return.  Learn about a Fast Refund</A></div> </tD> <tD VALIGN=TOP WIDTH="121"><div> FREE EXTENSION to File Your Taxes</div> </tD> <tD VALIGN=TOP WIDTH="96"><div> <A HREF="support.htm" TARGET="_top" TITLE="Taxpayer Support Center">Need Help?  Get Live Support</A></div> </tD> </tR> </TABLE></div> <div> </div> </td> </tr><tr> <td valign="top" height=386 BGCOLOR="#FFFFFF" TEXT="#080000"> <bR> <bR> <bR> <div> <B> <TABLE BORDER="0" CELLPADDING="2" CELLSPACING="4" WIDTH="800" BORDERCOLORLIGHT="#C0C0C0" BORDERCOLORDARK="#808080" FRAME="BOX" RULES="ALL" HSPACE="0" VSPACE="0" > <tR> <tD VALIGN=TOP HEIGHT= 64 ><NOBR><div> <A HREF="#missing_w_2_forms_" TITLE="Obtaining those Missing Documents Refun"><B>W-2 Forms</B></A></div> <div> Wages, Tips, Earnings from Most Jobs</div> </NOBR></tD> <tD VALIGN=TOP><NOBR><div> <A HREF="#unemployment" TITLE="Obtaining those Missing Documents Refun"><B>1099-G</B></A></div> <bR> <div> Unemployment and Taxable State Refunds</div> </NOBR></tD> <tD VALIGN=TOP><NOBR><div> <A HREF="#w2_g" TITLE="Obtaining those Missing Documents Refun"><B>W-2 G Forms</B></A></div> <bR> <div> Gambling Winnings</div> <div> <I>(Casinos, Lottery, Gameshows, Bingo, etc.)</I></div> </NOBR></tD> </tR> <tR> <tD VALIGN=TOP HEIGHT= 144 WIDTH="244"><div> <A HREF="#mortgage" TITLE="Obtaining those Missing Documents Refun"><B>1098</B></A><A HREF="#mortgage" TITLE="Obtaining those Missing Documents Refun"> for Mortgage</A></div> <bR> <div> <A HREF="#tuition" TITLE="Obtaining those Missing Documents Refun"><B>1098-E</B></A><A HREF="#tuition" TITLE="Obtaining those Missing Documents Refun"> for Student Loans</A></div> <bR> <div> <A HREF="#tuition" TITLE="Obtaining those Missing Documents Refun"><B>1098-T </B></A><A HREF="#tuition" TITLE="Obtaining those Missing Documents Refun">for Tuition</A></div> <bR> </tD> <tD VALIGN=TOP><NOBR><div> <A HREF="#1099misc" TITLE="Obtaining those Missing Documents Refun"><B>1099-MISC</B></A></div> <div> Independent Contractors and Agents</div> <bR> <div> <A HREF="#ssa" TITLE="Obtaining those Missing Documents Refun"><B>1099-SSA</B></A></div> <div> Social Security or SSI Benefits Paid</div> <bR> <div> <B>1099-R</B></div> <div> Pensions and Retirement Benefits</div> </NOBR></tD> <tD VALIGN=TOP><NOBR><div> <A HREF="#form_1099_int_and_1099_div" TITLE="Obtaining those Missing Documents Refun"><B>1099-INT   /   1099-DIV</B></A></div> <div> Interest Earned  /  Dividends Earned</div> <bR> <div> <A HREF="#form_1099_t" TITLE="Obtaining those Missing Documents Refun"><B>1099-B</B></A><A HREF="#form_1099_t" TITLE="Obtaining those Missing Documents Refun"> </A> Stock Sale </div> <bR> <div> <A HREF="#form_1099_t" TITLE="Obtaining those Missing Documents Refun"><B>1099-T</B></A><B> </B>Sale of a Home</div> <bR> <div> <B>1099-C</B></div> <div> Debt Cancellation or Reduction (settlement)</div> </NOBR></tD> </tR> </TABLE></B></div> <div> <B> <A NAME="missing_w_2_forms_"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Missing W-2 Forms <IMG SRC="11237460.gif" border=0 width="55" height="70" ALIGN="BOTTOM" HSPACE="0" VSPACE="0"></B></div> <bR> <div> <TABLE BORDER="0" CELLPADDING="1" CELLSPACING="1" WIDTH="885" BORDERCOLORLIGHT="#C0C0C0" BORDERCOLORDARK="#808080" FRAME="BOX" RULES="ALL" HSPACE="0" VSPACE="0" > <tR> <tD VALIGN=CENTER HEIGHT= 453 WIDTH="881"><div> You should have receive a Form W-2, “Wage and Tax Statement,” from Each employer you worked for in 2006 no later than Jan. 31, 2007 (if mailed, allow a few days for delivery).  If your employer used more than one payroll processor or the employer changed it's name, state or organizational structure (for example, merged, moved to another state, reorganized under bankruptcy, was sold or changed from a partnership to a corporation), you may receive more than one W-2.  You may want to check with the employer if you suspect any of these may have occured.</div> <bR> <div> If you did not receive your Form W-2, contact your employer to find out if and when the W-2 was mailed or sent. If it was mailed, it may have been returned to your employer because of an incorrect or incomplete address, so be sure to verify your address. After contacting your employer, allow a reasonable amount of time for your employer to re-mail or to issue the W-2.</div> <bR> <div> Since you did not receive your W-2 by Feb. 15, 2007, you may contact the IRS for assistance toll free at 1-800-829-1040. When you call, have the following information handy:</div> <div> <IMG BORDER="0" SRC="Symb075c00b700c800000000.png" HEIGHT="13" WIDTH="24" ALIGN="bottom" HSPACE="0" VSPACE="0">The employer's name and complete address, including zip code, the employer’s identification number (if known) and telephone number;</div> <bR> <div> <IMG BORDER="0" SRC="Symb075c00b700c800000000.png" HEIGHT="13" WIDTH="24" ALIGN="bottom" HSPACE="0" VSPACE="0">Your name, address, including zip code, Social Security number, and telephone number; and</div> <bR> <div> <IMG BORDER="0" SRC="Symb075c00b700c800000000.png" HEIGHT="13" WIDTH="24" ALIGN="bottom" HSPACE="0" VSPACE="0">An estimate of the wages you earned, the federal income tax withheld, and the dates you began and ended employment.</div> <bR> <div> If you misplaced your W-2, contact your employer and be prepared with the information listed above. Your employer can replace the lost form with a “reissued statement.” Be aware that your employer is allowed to charge you a fee for providing you with a new W-2 and that you may be instructed by the employer to place your request with their payroll service provider or other third party vendor.</div> <bR> <div> You still must file your tax return on time even if you do not receive your Form W-2. If you cannot get a W-2 by your tax-filing deadline, you may use <A HREF="http://www.irs.gov/pub/irs-pdf/f4852.pdf" TARGET="_blank" TITLE="http://www.irs.gov/pub/irs-pdf/f4852.pdf">Form 4852</A>, “Substitute for Form W-2, Wage and Tax Statement,” but it will delay any refund due while the information is verified.</div> <bR> <div> Keep in mind that If you receive a corrected W-2 after your return is filed and the information it contains does not match the income or withheld tax you reported on your return, you must file an amended return on Form <A HREF="http://www.irs.gov/pub/irs-pdf/f1040x.pdf" TARGET="_blank" TITLE="http://www.irs.gov/pub/irs-pdf/f1040x.pd">1040X</A>, "Amended U.S. Individual Income Tax Return".</div> <bR> <div> You may file your 1040X forms with RefundStatus.com's submission processing center for just $35.00.  <A HREF="options.htm" TARGET="_top" TITLE="Year Round Tax Filing RefundStatus.com "><I>Learn more..</I></A></div> </tD> </tR> </TABLE></div> <bR> <div> <B> <A NAME="mortgage"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Missing form 1098 Mortgage Interest Statements</B></div> <div> These forms are NOT required to be sent with your returns and many mortgage servicers will allow you to obtain Tax & Interest information by phone or website.  Simply contact them to get the figures needed instead of waiting for an additional copy of the 1098 statement to be mailed to you.</div> <bR> <div> <B> <A NAME="tuition"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Missing form 1098-E </B><FONT SIZE="2" COLOR="#000000" FACE="Arial" >(Education Interest) or </FONT><B>1098-T </B><FONT SIZE="2" COLOR="#000000" FACE="Arial" >(Tuition Paid) </FONT><B>Statements</B></div> <div> The form 1098E and/or 1098E statement does not have to be attached to the tax return so it may be faster to obtain these figures from your loan servicers or schools by phone, fax or website <I>(you may contact the school's business office for assistance)</I>.  Keep in mind that not all schools and not all students qualify for tuition expense deduction.</div> <bR> <div> <B> <A NAME="form_1099_int_and_1099_div"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Form 1099-INT and 1099-DIV</B> are made available by the institution that paid the interest or dividends.  For tax purposes, dividends paid on a credit union accounts are considered interest.   You may contact the bank or financial institution or refer to you December 2006 or January 2007 statements if available. Most will have a website or phone number that allows you to access these figures.</div> <bR> <div> <B> <A NAME="form_1099_b"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Form 1099-B</B> may be received for stock transaction and must be reported even if you did not initiate the transaction or simply had the money reinvested in the plan.  In some cases, stock mergers or splits may cause you to receive a form 1099-B.  Contact the plan administrator to obtain a copy. </div> <bR> <div> <B> <A NAME="form_1099_t"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Form 1099-T</B> may be sent to you by the TItle or Closing agency of a real estate transaction.  These generally report only the gross sales price and date of sale so you may not need the form at all, but simply those two items.</div> <bR> <div> Form 1099-C.  Have you settled an account for less than the original balance lately?  The lender may send you a form 1099-C (Cancellation of Debt).  If so, you may be required to report this amount on your return.  If you receive a form 1099 during a year in which you filed bankruptcy, please contact your attorney for instructions as you may not have to report the income in such cases.</div> <bR> <bR> <bR> <div> <B> <A NAME="unemployment"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Missing form 1099G </B>(Unemployemt or Taxable State Refunds) Statement</div> <div> The form 1099G is used to report Unemployment Benefits received and in some cases, taxable state refunds received.  If federal taxes were withheld from these payments.  These form DOES NOT have to be sent with the return but figures from it DO need to be included on your return.</div> <bR> <div> <B> <A NAME="w2_g"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Missing Form W2-G Forms</B> (Gambling, Lottery, Bingo, Gameshow Winnings)</div> <div> The W-2G form is often provided to winners at  the time they collect their payments. As a result, most casinos may NOT mail you a separate statement.  You may, however, contact them for an additional copy.  If you are a member of their gaming card program, you may want to ask for a copy of the W2-G as well as a win/loss (or in/out sheet) statement while your at it to assist in claiming not just the winnings, but possible deductible losses to help minimize your tax bite.  Try using Google.com to enter your casino's name and the state you won to find contact information or refer to the phone number on your gaming card.  The form W2-G does NOT have to be sent with your return UNLESS there is tax withholding on it.</div> <bR> <bR> <div> <B> <A NAME="1099misc"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Missing form 1099MISC </B>(Independent Contractors)</div> <div> This form DOES NOT have to be sent with the return but figures from it DO need to be included on your return.  You should contact the source (company or person that paid you) and get at least a total from them and the form if possible.  If you are unable to do so, you may have to use estimated figures which may be corrected later if they need to be.  You must file a return even if you are unable to obtain either.</div> <bR> <div> State-paid child care providers, taxable employee incentives, apprenticeship program pay and taxable scholarships may appear on form 1099-MISC and it is possible to receive both a 1099 and a W-2 form from the same employer.</div> <bR> <div> <B> <A NAME="ssa"><IMG BORDER="0" SRC="1x1.gif" HEIGHT="1" ALIGN="bottom" WIDTH="1" HSPACE="0" VSPACE="0" ></A></B><B>Missing form 1099-SSA</B> (Social Security, SSI, Retirement, Survivor benefits)</div> <div> The 1099-SSA is mailed each January.  Unless you have any withholding on the form, you do not have to send it with your return.  Just get the total paid by calling 1-800-772-1213 or visiting your<A HREF="http://ssa.gov/locator/" TARGET="_blank" TITLE="http://ssa.gov/locator/"> Local Social Security Office </A><A HREF="http://ssa.gov/locator/" TARGET="_blank" TITLE="http://ssa.gov/locator/"><I>(Click to find your local office)</I></A>.</div> <bR> <div> Note: If you receive a settlement or payments for a prior year, you may be required to, or simply benefit by filing amended returns for the prior years indicated on the 1099-SSA statement.</div> <bR> <DIV ALIGN="LEFT"></DIV> <div> <I><IMG SRC="175201b0.gif" border=0 width="32" height="27" ALIGN="BOTTOM" HSPACE="0" VSPACE="0"> Need help?.  Let us walk you through it at no charge or obligation.</I></div> <div> <I>Call 1 (888) 760-1040 or </I><A HREF="http://hc2.humanclick.com/hc/12669239/?cmd=file&file=visitorWantsToChat&site=12669239&byhref=1" TARGET="_blank" TITLE="http://hc2.humanclick.com/hc/12669239/?c"><I>Click here for Live Online Assistance</I></A><I>.</I></div> <div> <I> <HR>  </I></div> <div> © 2007 National Taxpayer Support Center.  All rights reserved</div> <div> <I>* Certain names, products, logos and content Copyright their respective holders</I></div> </td> </tr></table></body>