My fault entirely but I failed to report dividends on 3 securities held in a ShareOwnwers Online brokerage acct that generate digital 1099s with no snail mail. Since I wasn't using TT I did not get the prompts from last years return and I just totally overlooked this little used brokerage account.

I owed a little over $1000 in additional tax and paid it with an amended return. I wonder how much the penalty will be for being 3 days late on a $1000 balance? About a 10% stupid tax is what I'm expecting.

quote:

Originally posted by Pipe Smoker:
^^^^^^^
If you use the EFT payment method you can set up the payment ahead of time and specify the payment date for April 15. Free, and very secure with no chance of a post office bungle and you get a confirmation number.

Except for me I had to send them a 5 digit amount and the online credit card way woulda added $300 to it…

^^^^^
Wrong! If you use the EFT method and specify a checking or savings account number there’s NO credit card involved. It comes directly out of your specified bank account. No fee beyond your payment. Be sure to have enough money in that account to cover the payment. I’ve used the EFT method for years. Both state and federal.

For federal I use LOGIN.GOV to login. Glad it’s over with until P2 payments are due.

Here's my tale: I've used Turbo tax for the past 10 years or longer. TT no longer supports Windows 10, there was a work around with TT but price was near double and it felt sketchy so I went with H&R Block.

My TT prior year return transmitted to H&R and things went fine with e-filing 2025 fed return. There was a hangup on my Indiana state, not sure why but it was a workpage entry that was corrected but still flagged. Had to file state on paper via mail.

When entering my 1099 div income I left out the 1099s from an online brokerage, Shareowner Online, which had 3 stocks in it with dividends of just over $8000. That caused my fed to go from a $600 refund to a near $1000 bill. This was total user error on my part, no excuse other than H&R did not list my prior year 1099s to use as a checklist. I just overlooked the statement and had a moment of clarity 2 days after I'd mailed the return.

I could not figure how to do an amended paper Indiana return but in trying I saw that state of Indiana had already adjusted my refund to pay the additional 1099 tax owed. I had just enough refund coming to cover the additional few hundred dollar tax.

Today I was near a satellite Indiana Dept of Revenue office so I went for some human advice. Pleasant cs rep said if I was good with the reduction of refund there was nothing further I needed to do. If I wanted to dispute the amount there was a procedure for that. The numbers made sense and I was glad to accept their figures. Case closed.

I've used EFT for years. Money comes from bank account via routing # and account #. No charge for electronic funds transfer but using credit card to pay tax bill would be 3% additional.

quote:

Originally posted by doublesharp:
Here's my tale: I've used Turbo tax for the past 10 years or longer. TT no longer supports Windows 10, there was a work around with TT but price was near double and it felt sketchy so I went with H&R Block.
***
Had to file state on paper via mail...

I've used Turbo Tax for as long as I can remember... probably over 25 years. I use the Home & Business version. This year I ran into the same problem. The package used to contain a disk, but now it's just a code. But the package is marked "Requires Windows 11".
I had to get a new computer!

I mail my State return every year. It pisses me off that TT charges an additional $25 fee to transmit the State return at the same time as the Federal. So, I print and mail it... which I just did today. Yeah, it's late but it's a refund so they don't really care.

quote:

Originally posted by doublesharp:
<snip>
I've used EFT for years. Money comes from bank account via routing # and account #. No charge for electronic funds transfer.

As I clearly explained in my post immediately above yours.

quote:

I mail my State return every year. It pisses me off that TT charges an additional $25 fee to transmit the State return at the same time as the Federal. So, I print and mail it... which I just did today. Yeah, it's late but it's a refund so they don't really care.

I have been using TT for years and still mail in my state return. Not worth $25; it cost me $7.20 to mail it certified.

quote:

Originally posted by Pipe Smoker:

quote:

Originally posted by doublesharp:
<snip>
I've used EFT for years. Money comes from bank account via routing # and account #. No charge for electronic funds transfer.

As I clearly explained in my post immediately above yours.

What...Am I stealing your thunder? Did not realize that you were The Last and Final Word.

^^^^^^^
I think that you’re merely unobservant.