Social Security number wrong on W2, can I still e-file?
My husband just got his last W2 in. His social security number is off by one number. Instead of a 9, they put a 7. The other 2 w-2's he has are correct. Can I still e-file online & in the mean time get it corrected?
What if my Social Security number is wrong on my W2?
Contact the issuer of the W-2 immediately to inform them of the error. They are obligated by law to correct it.Examine your previous tax returns to determine if the error was made in previous years. If so, the issuer of theW-2s for those years will need to issue new W-2s, and you will need to file amended returns.You should also contact the IRS and State / local taxing authorities to inform them that the error occurred and that you are in the process of fixing it. They may have additional or different advice or procedures for you to follow.If this was just a simple human error, it is unlikely that any penalties will apply. If there was an intent to evade or defraud, you may very well need professional representation.NOTE: This is NOT legal advice, which can only come from an attorney licensed to practice in the relevant jurisdiction.
I put in the wrong social security for my dependent on taxes?
For his W-2? You do nothing. Presumably he filed his own tax return with the correct number. The filing of the corrected W-2 by the employer will correct the information there. For your return with the wrong number? An electronic return should have been rejected. Make sure it wasn't. Unlike electronic returns, the IRS won't reject mailed-in original tax returns back to the sender. Your return will be processed; you just won't get any credit that came as a result of that dependent's presence on your form. The way I see it, you have two ways to handle this. They both take around the same length of time for resolution. 1.) "Set it and forget it": Send an amended form now with the correct SSN. The time frame for processing an amended return (Form 1040X) is 8 to 12 weeks. After your original tax return is processed, the IRS will recalculate your taxes without the benefit of that dependent and issue a CP12 notice (if you're getting a refund or don't owe money) or a CP11 notice (if you do owe). If you're expecting a refund, just be aware that the presence of an amended return freezes money from going out. The freeze is only lifted after the amended return is processed (8 to 12 weeks). 2.) "Some money now, some money later": Wait the 6 to 8 weeks for your original return to process. The IRS will recalculate your taxes without the benefit of that dependent. If you still show a refund after the recalculation, it will be sent to you. At this point, you'll either receive a CP12 notice or CP11 notice. Once you get the notice, you can call the IRS and tell them the correct SSN over the phone. They'll fix your taxes during the call and, if you're entitled to an additional refund, it will be forthcoming.
Federal tax return rejected due to wrong birthday?
I filed our tax yesterday & got an e-mail from Trubo Tax that Federal return has been rejected. The problem was wrong birthday for the tax payer & wrong SSN for our daughter. Yes, I did make mistake on our daughter's SSN so I fixed it but there's no way that my husband's birthday is wrong!!! It is the correct birthday. Turbo Tax agent suggested me to call SS office to fix the problem but I just do not understand why SS office has different birthday??? We used H & R block until last year. Is this Turbo Tax problem? I feel so bad because I don't know what to tell my hubby. Because I wanted to save money by using Turbo Tax & now there is a problem. He insisted using H&R block for convinience.... I was the one wanting to save money by using Turbo Tax.... What can we do? Why SS office do this to us?
My IRS Tax Return was Rejected because my birthday was wrong?
The IRS checks your birthdate against the one that the Social Security Administration (SSA) has on file for the SSN on your return. If you used the wrong SSN or there is a mistake in the SSA records, you will get a mismatch and you can't efile. Contact the SSA. It will take a while to get their records updated. In the meantime, print out your tax forms, sign them, stick them in an envelope and mail them. Attach a copy of your W-2. The tax preparation industry grossly exaggerates how long it takes to get a refund from a paper return in order to sell efiling services. If there are no problems with your return and you request direct deposit of your refund, you should probably have it within three weeks.
Corrected W-2 doesn't change return I already filed, do I still need to file amended return?
If it really didn't change your return, then the employer didn't forget to include the option that you exercised — he just forgot to include the appropriate box 12 code. In other words, the “spread” on the exercise of the option was already included in your gross wages, and the tax that your employer withheld on that income was already included in the income tax withheld, Social Security tax withheld and Medicare tax withheld boxes, so none of those numbers changed on your W-2c? If that's the case, I'm surprised that the employer bothered filing a correction, but since they did, yes you should file an amended return, just to avoid the hassle of having to deal with the IRS (and Cal) later on.
I am filing federal and state tax using Taxpayer. I have to complete form 8621 as well, but Taxpayer doesn't support this form. What should I do and how? I don't have to e-file everything and then send form 8621 with an amendment.
Most software allows you to scan a document or form to attach it to the federal return. See if your software can do this. The 8621 is used for a QEF election and to report income or gains from passive foreign investment companies (PFICs). If your software won’t attach it, you can send it separately by mail and ask the IRS to attach it to your previously filed 1040.You can’t really “Amend” your tax return, because there will be no lines that will change… unless you have unreported taxable income showing on the 8621. Do the form before you file, just in case your PFIC had income you need to report.And I would suggest using a more powerful software in the future so that you do not run the risk of penalties for filing an incomplete or inaccurate tax return.
What will happen if I submitted a W2 without actually having the W2 (it was accepted by the IRS)?
Employees do not ‘file’ W-2s with the IRS, although a ‘copy’ of the W-2 is commonly attached to the paper copy of your ‘income tax return’ (1040), when you file that.Sending W-2 information to the IRS is a job for employers, not employees.If you did send the IRS your version of your W-2, I don’t think the IRS would know what to do with it.What they are expecting is the employer’s transmission of ALL of the W-2s for the company, not only a single paper copy. I’m not sure why you did this.Even if your employer refused to supply you with your W-2 (which they shouldn’t have), it should have (i.e. would have) been included when they sent all of the W-2 information to the IRS for the year.As far as I can see, you’ve just wasted your time, if I am understanding your situation correctly.