Question to veterans of this site

paying3tuitions
Mon, 07 Jan 2008 14:45:07 +0000

^^H filled out the Fafsa’s around here, but as I understand it, he needed to complete his tax return earlier than we’d been used to. Freshman year has the earliest deadline, compared to their upperclassmen years.

It is all “last year’s info,” but he needed to assemble it and prepare the return in time to copy it and file with the FAFSA by Fafsa’s deadlines. He found it challenging, but did it. Paperwork is his biggest obstacle in life, so I assume he really needed to get that taxform actually DONE, rather than just make it a faux-deadline. I don’t think he could just transfer the numbers, in other words; I THOUGHT he had to actually file the completed tax form and xerox it, too. If others correct me, I have no ego in this whatsoever to be wrong.

The rule for employers is to have the w-2’s to you by Jan 30, but they don’t all comply so chasing them could be a good idea to tell them it matters this year, if you have “that” kind of employer who dawdles. I recall him contacting his employer, and it did help.

People who have investments are also supposed to have their info to you by Jan 1, but sometimes it comes late, and this can be tension. So if you can do anything ahead-of-time to request them to fax you that info, or whatever, that might be good.