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Author: geocarw Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121061  
Subject: Missing tax information Date: 4/8/2007 8:53 AM
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I have an elderly relative that I visit this time of the year. My job has been to try roundup and organize the tax information. As you can guess, this is not an easy task. Despite numerous phone calls and reminders throughout the year, it seems those Important Tax Information envelopes and documents get "misplaced".

As best as I can tell (comparing info from past year returns), we are still missing a 1099-R for a small annuity (~$300 a year) and a couple of 1099-DIV for under ~$100 each).

Even if I could contact the companies involved, they are not going to give me the info over the phone nor would a re-mail get here in time for timely filing of the return. And then there is again the possibility of misplacing the documents...

My assumption is if we go ahead and file her return, the IRS will send a bill for the small additional taxes and penalties owed and that will be the end of it. Is this the best why to handle this situation??

Thanks, George
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