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Late Arriving K-1 Forms
One of the most common pieces of late-arriving information that our clients receive is a K-1 form. We understand that they are often delayed and received well past our March 18 deadline. Many K-1 forms add complexity to the tax return and require extra effort to analyze and input. It is our policy that we will automatically file an extension for any client who receives a K-1 after March 31. We will inform you of any balance due that must be paid by April 18th. We will not "guess" as to what information will be reported on the K-1 and will not file a tax return until we have received an official K-1 form.
Before We Can File Your Return...
Your tax-preparation fee must be paid in full before we will file your tax returns, unless other arrangements are made with us. We also must have your signed Form 8879 before we can e-file; this includes your dependent's Form 8879s if they are required to file.Federal and state (if required) forms 8879 will be provided to you once your return has been completed. We also require your signature on our engagement letter. If we do not receive your payment or signature(s) by April 15th, we will file an extension to October 15th. Any tax owed must be paid by April 15th.
Missing Information
A major reason for the delay of processing your returns is that something is missing and we are unable to file a complete return. If you deliver any information to us after March 16, it is likely that you will receive an extension to October 15. The later your information arrives, the more likely you are to receive an extension. We will make every attempt to complete your returns, but be aware that your tardiness puts you further back in the line.
We accept your documents in person, by US mail, fax or in some cases over the phone. You may e-mail your documents to us at MissingInfo@WallaTax.com, provided you have signed and consented to our current-year Consent to Disclose of Tax Information form. Please ask for a secure link when e-mailing confidential information to us - simply send an email to MissingInfo@WallaTax.com and request your link!
If you are sharing your documents in electronic formats, please provide your files in standard pdf, Microsoft Word or Excel format because we are unable to install additional software to read your files. If possible, please avoid sending cellphone pictures as they are not always clear or easy for us to download.
Please try to deliver all of your missing information to us at the same time.