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Three year deadline to file and receive a refund.

 

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Subject Author Date
Three year deadline to file and receive a refund. lowenthal.richard 11-28-2006
Posted by lowenthal.richard on November 28, 2006, 9:22 pm
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I received a refund for my 2002 taxes, which were filed in
May 2006. The accountant said that the IRS probably would
not issue this refund, since it was more than three years
past the filing deadline of April 15th 2006, but they did
issue it.

TurboTax states: "If you are due a refund (meaning you have
overpaid your tax), you can wait up to three years from the
original April 15 deadline to file your return and claim
your refund." However other statements on this subject that
I found seem to indicate that if you file an extension then
the three years starts when the extension ends.

When does the three year limit actually start? Does it start
on April 15th, or if you filed an extension does it start at
the end of the extension? The fact that I got a refund seems
to indicate that the three years starts at the end of the
extension, or was I just lucky? The refund was for around
$5000.

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<< that may be imposed upon the taxpayer. >>
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Posted by Herb Smith on November 30, 2006, 1:22 am
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lowenthal.richard@gmail.com wrote:

> I received a refund for my 2002 taxes, which were filed in
> May 2006. The accountant said that the IRS probably would
> not issue this refund, since it was more than three years
> past the filing deadline of April 15th 2006, but they did
> issue it.
>
> TurboTax states: "If you are due a refund (meaning you have
> overpaid your tax), you can wait up to three years from the
> original April 15 deadline to file your return and claim
> your refund." However other statements on this subject that
> I found seem to indicate that if you file an extension then
> the three years starts when the extension ends.
>
> When does the three year limit actually start? Does it start
> on April 15th, or if you filed an extension does it start at
> the end of the extension? The fact that I got a refund seems
> to indicate that the three years starts at the end of the
> extension, or was I just lucky? The refund was for around
> $5000.

You got your refund, move on.

<< ======================================================= >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2006) - All rights reserved. >>
<< ======================================================= >>

Posted by PaulTry on December 2, 2006, 8:41 pm
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Herb Smith wrote:

> You got your refund, move on.

The OP asked a valid question. If he was not entitled to
the refund, he wouldn't want to "move on" and have to deal
with repayment/collection later.

<< ======================================================= >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2006) - All rights reserved. >>
<< ======================================================= >>

Posted by LoTax on November 30, 2006, 1:41 am
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lowenthal.richard@gmail.com a =E9crit :

> I received a refund for my 2002 taxes, which were filed in
> May 2006. The accountant said that the IRS probably would
> not issue this refund, since it was more than three years
> past the filing deadline of April 15th 2006, but they did
> issue it.
>
> TurboTax states: "If you are due a refund (meaning you have
> overpaid your tax), you can wait up to three years from the
> original April 15 deadline to file your return and claim
> your refund." However other statements on this subject that
> I found seem to indicate that if you file an extension then
> the three years starts when the extension ends.
>
> When does the three year limit actually start? Does it start
> on April 15th, or if you filed an extension does it start at
> the end of the extension? The fact that I got a refund seems
> to indicate that the three years starts at the end of the
> extension, or was I just lucky? The refund was for around
> $5000.

"The fact that I got a refund seems to indicate that the
three years starts at the end of the extension, or was I
just lucky?"

Uh, yeah, the answer is "yes, both"!

<< ======================================================= >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2006) - All rights reserved. >>
<< ======================================================= >>

Posted by Mike Wellman on November 30, 2006, 1:41 am
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lowenthal.richard@gmail.com wrote:

> I received a refund for my 2002 taxes, which were filed in
> May 2006. The accountant said that the IRS probably would
> not issue this refund, since it was more than three years
> past the filing deadline of April 15th 2006, but they did
> issue it.
>
> TurboTax states: "If you are due a refund (meaning you have
> overpaid your tax), you can wait up to three years from the
> original April 15 deadline to file your return and claim
> your refund." However other statements on this subject that
> I found seem to indicate that if you file an extension then
> the three years starts when the extension ends.
>
> When does the three year limit actually start? Does it start
> on April 15th, or if you filed an extension does it start at
> the end of the extension? The fact that I got a refund seems
> to indicate that the three years starts at the end of the
> extension, or was I just lucky? The refund was for around
> $5000.

The three year period includes extensions.

<< ======================================================= >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2006) - All rights reserved. >>
<< ======================================================= >>

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