Word on the tax professional “street” is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don’t understand why somebody would use software), as well as overall numbers from the IRS, AND those who are using a professional.
It seems that many Ashland, KY taxpayers are a little skittish about all of these changes.
But that being the case on a broad level, we at Team Ernest P. Sharp II, CPA are in the midst of one of the best tax seasons we’ve ever experienced. From a bunch of wonderful new Ashland, KY clients, to the gratification we’ve experienced from helping long standing clients keep MORE than they thought was possible … well, suffice to say that we love what we get to do.
So thank you for your referrals, and for continuing to trust us as you have been. And if you haven’t gotten started on it yet … well, having a pro in your corner can make a big difference. So take advantage! Shoot us an email or give us a call: (606) 324-5655. We’ll walk you through whatever you need.
If you work, or have worked, for somebody else, you know a W-2 form is essential when filing your taxes. Without it, you’re stepping into the batter’s box without a bat.
The good part is that the IRS has made an effort to streamline their customer service questions through a toll-free number: (800) 829-1040. Calling this number is your first step toward receiving a substitute W-2 which you’ll need ASAP.
If you’re low on patience with the IRS, and your employer has yet to deliver your W-2, there are a couple more forms you could fill out.
Form 4852 is a “create your own” W-2 form, and you can use some of the information you prepared for the IRS, and therefore have on hand, to fill it out.
And if, for instance, you forgot to mark down a bonus you had received (in addition to your income from the year before), I don’t want you to panic.
Form 1040X isn’t as intimidating as it sounds. It will help you record the changes necessary to your W-2, which the IRS will fix after you mail it in.
Again, if you complete these steps or have further questions, please give me a call. Trying to file your taxes without a W-2 is not a happy feeling … but you’re not alone.
I commend any effort you take to resolve this issue on your own, but don’t hesitate to reach out for help. Talking with people like you is why I love my job.