this post was submitted on 15 Apr 2024
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[–] [email protected] 8 points 6 months ago (1 children)

I hate fucking taxes. Just stayed on a call with Fidelity because I overpaid my 401k by a few dollars and they don't know how to set a reimbursement. Now I'm on a call with Anthem because they don't know why I never got my 1099-SA. Fuck. I really fucking hate taxes.

[–] [email protected] 2 points 6 months ago (1 children)

Of course they have to mail it to me. Now I gotta figure out how to calculate my own 1099 SA.

[–] [email protected] 3 points 6 months ago (1 children)

Just file for an extension, it'll give you until October (?) to complete your taxes with the proper paperwork.

Few years ago, I estimated my pay/taxes because a former employer never mailed me my W2 since they just sucked. I'm foggy on all of the specifics, but I remember getting a letter saying they couldn't verify the info from that W2, and that I wouldn't get my refund until it was verified.

Got the company to send me my actual W2, filed a revised return, and ended up owning like $1700, even though it had told me before the letter I'd get a refund of like $3k. Annoying as fuck, but ultimately my fault, I should've just waited for the W2 and filed for an extension in the meantime.

Following year, I got a letter from the IRS saying they owed me $1300 that was never released due to my tax shenanigans the previous year.

Moral of the story: just file for the extension, save yourself the anxiety and headache.

[–] [email protected] 1 points 6 months ago

I just ended up using ChatGPT and manually calculated the 1099 SA using statements that were available.

I owe like 11k so if I file an extension, I will have to pay interest.