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<blockquote data-quote="UpstateNYUPSer(Ret)" data-source="post: 1079374" data-attributes="member: 12570"><p>Wouldn't you be able to access the necessary information through your monthly statements? I received my 1099's for my mortgage in the mail yesterday--they matched the information that I was able to access through my online account.</p><p></p><p>If additional tax credits become available after I have already filed I will file an amended return. (1040X) Amended returns must be filed on paper---they cannot be e-filed---and generally take much longer than a traditional return to be processed.</p><p></p><p>To those who are wondering why I am in such a rush---I recently opened a Roth IRA and plan to use my refunds to fund it for 2012---I need to do this by April 15th. The funding limit is $5K ($6K if 50 or older) and I plan to use this method of using my tax refunds to fund the prior year's investments whenever possible.</p></blockquote><p></p>
[QUOTE="UpstateNYUPSer(Ret), post: 1079374, member: 12570"] Wouldn't you be able to access the necessary information through your monthly statements? I received my 1099's for my mortgage in the mail yesterday--they matched the information that I was able to access through my online account. If additional tax credits become available after I have already filed I will file an amended return. (1040X) Amended returns must be filed on paper---they cannot be e-filed---and generally take much longer than a traditional return to be processed. To those who are wondering why I am in such a rush---I recently opened a Roth IRA and plan to use my refunds to fund it for 2012---I need to do this by April 15th. The funding limit is $5K ($6K if 50 or older) and I plan to use this method of using my tax refunds to fund the prior year's investments whenever possible. [/QUOTE]
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