43

Unfortunately after 3-years you forfeit your refund. This means the last chance to get a refund for your 2014 return would have been Tuesday, April 17, 2018 (October 2018 if you filed for an extension). This sounds like tax-preparer fraud, could be worth filing a complaint via Form 14157 Edit: As @MarkOmo pointed out it looks like 14157 is the proper form ...


6

Is this the kind of thing to send an amended tax return over? No. If the error didn't result in more credit, it's because you've already gotten the maximum credit/benefit available to you. The IRS does indicate that people should file an amended return if they didn't claim the correct filing status or they need to change their income, deductions, or credits....


4

Since you already got the refund, this is a standard 1040X situation. No definitely don't wait until the IRS bills you, they won't send you a letter on it until it's after the filing deadline when you could owe penalties and interest. When you complete the 1040X you'll have an amount on line 20 that you owe. You can pay that by a variety of methods, ...


3

No, amending a return allows you to correct misstated facts, or choose an alternate permitted tax treatment consistent with the facts, but not to calculate as if something happened in a way other than it did. There does not appear to be any provision allowing you to retroactively treat such a payment as being made in a different year.


3

The problem is likely that you sent in a return and was supposed to follow it up with the money. But then you didn't. That lack of payment has now triggered a chain of events where they are expecting money from you. You may painted yourself into a corner, because the computer system is looking for money. It is complicated because the amount of money to be ...


2

This is an interesting question because the IRS rarely tells you that you don’t have to do something. Typically they just list things you’re required to do. For this situation those are filing a return and paying taxes on time, which you appear to have done. I can’t find anywhere a requirement to amend a return where you are owed money. That seems to mean ...


2

People make honest mistakes in filing their returns. And the IRS makes honest mistakes in entering data which makes it look like you owe more (or less) than you do. I have received several notices from the IRS over the decades noting discrepancies between what I reported and what they received. They just politely asked for more money. Usually they were ...


2

1. My original filer sent me the forms to sign in the mail. Since they were filed incorrectly, should I not sign these? They showed up in the system as filed so how can this happen without my signature? If it shows up as filed then it was most likely e-filed and the signed copy is just for their records. Signing the copy of your return has nothing to do ...


2

There are 2 questions here: 1) whether you were resident alien or nonresident alien for all of 2017, or dual status; and 2) how to deal with health insurance on your 2017 tax return. Assuming you weren't in F or J status, you passed the Substantial Presence Test for 2017, and so you are a resident alien, but if you weren't a resident alien in years before ...


1

When you are covered by an HDHP for only part of a year, your HSA contribution limit is prorated. If you are covered in December, you can use what is called the "Last Month Rule" to maximize your contribution, but the catch is that you must remain HSA-eligible (covered by an HDHP) for all of the following year. In your case, you used the last month rule in ...


1

In Canada, an individual CRA agent has a fair degree of leeway, in determining how charitable to be with a reassessment like this. This could be good for you, because there is no requirement for the CRA to accept refiled returns older than 3 years ago. But in my experience, it is quite likely they will, in a situation like this. I strongly advise you to ...


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