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Anne_C
Anne_C, Tax Attorney
Category: Tax
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Experience:  Attorney, JD awarded with Certification in Tax Law
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My boyfriend needs to file for an extension because 1) hes

Resolved Question:

My boyfriend needs to file for an extension because: 1) he’s still paying off past-due taxes, and 2) he lost his W-2s: one from Unemployment Insurance, one from a former employer, and one from his current employer.

How can he file for an extension if he’s not sure how to estimate his gross income?

Does he have to report his Roth 401K?

I know he has six months to file his taxes after filing for an extension, but when will his 2010 taxes actually be due?
Submitted: 3 years ago.
Category: Tax
Expert:  Anne_C replied 3 years ago.

Hello -

Here is the form your boyfriend needs to file to obtain an extension from the IRS: http://www.irs.gov/pub/irs-pdf/f4868.pdf

Here is the form for the State of Washington: http://dor.wa.gov/Docs/forms/Misc/AppExtenTimeFileEstateTaxRtrn.pdf

However, your boyfriend needs to estimate his taxes now, and pay those.

Customer: replied 3 years ago.
  1. How can he estimate his taxes - is there a "how to" website with instructions?
  2. Can he postpone paying his 2010 taxes, seeing as he has maxed out his credit cards to pay for previous years' taxes?
  3. Does he have to report his Roth 401K?
Expert:  Anne_C replied 3 years ago.

(Q1) How can he estimate his taxes - is there a "how to" website with instructions?

(A1) There's always TurboTax (www.turbotax.com) or the IRS itself (www.irs.gov) , but most of the time, people estimate taxes that are due based on their previous years' taxes.

(Q2) Can he postpone paying his 2010 taxes, seeing as he has maxed out his credit cards to pay for previous years' taxes?

(A2) Not really, but he can ask for a payment plan. Here's how: http://www.irs.gov/newsroom/article/0,,id=181096,00.html

(Q3) Does he have to report his Roth 401K?

(A3) If he's contributing, he has to pay income tax on what he contributed (if he's an employee, he's already done that). If he's getting a distribution, he should have gotten a 1099-R and needs to report that - although he won't be taxed on it.

Anne_C, Tax Attorney
Category: Tax
Satisfied Customers: 2302
Experience: Attorney, JD awarded with Certification in Tax Law
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