Some accounts are worse than others about that. It was a few years ago that all of my clients seemed to be getting amended forms and we would advise most to wait until March or April to file (everybody was receiving amended forms dated February 28th or March 31st). It was after that the IRS changed the deadline from January 31st for those accounts to February 15th. Since then amendments have become less common. Thankfully my Edward Jones 1099s always come in January.
Did my our taxes on the 18th of January and our refund will be depositing on Friday. Not too bad considering they took about 3 weeks longer last year for us.
My gf filed the evening of the morning I filed mine. She was approved already and should get hers this Friday. Mine is still awaiting approval.
I have always used TurboTax but I think they are missing something on my return this year. Ran my numbers through, and their software says they guarantee accuracy but I think they are missing out on my mortgage insurance (PMI) deduction. My AGI is $104,700. I understand that the PMI deduction starts to phase out at $100,000 and is reduced by 10% for every $1000 in AGI after that. So as far as I can tell, I should be entitled to a 50% deduction of my PMI. TurboTax isn't granting me that though. This could mean an extra $200 bucks in my pocket so I'm going to run my numbers through the other sites and see if any of them come out differently. Anyone else familiar with this deduction and can tell me if I have my facts straight?
