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Posted by Paultry on February 19, 2008, 7:44 am
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LB wrote:
> I ran into a situation. A relative of a friend of mine is a young
> lady who frankly just doesn't have her stuff together. She isn't very
> responsible in her behavior. It seems that she hasn't filed a state
> or federal tax return ever. She has always just thrown every document
> she has gotten away in the trash. Couldn't be bothered with paper..
> its too difficult to keep track of that stuff. She's had numerous
> jobs most of which I'm sure were paid via paycheck.
>
> She has no clue if she gets money back or if she owes money to either
> US federal govt. or state.
>
> Questions:
> --What is likely to happen in her future if this continues? Will
> somebody come knocking on her door someday? If so, who? and when?
>
> --Is there any way to clean this up? How does one go about re-
> creating all of the annual income statements? My thoughts are she will
> have to go back to her employers and ask for W2's from history. How
> far back should she go if she is serious about cleaning this mess up?
> Has anyone ever tried to get copies of W2 forms on file with the IRS
> (where no income tax return was filed?)
>
> Looking thru old google cache, I did find this:
>
> 1.6 IRS Procedures: Copies & Transcripts
>
> The quickest way to obtain a copy of a prior year Form W-2 (PDF) is
> through your employer. If that is not possible, you can order and pay
> for copies of your entire return (attachments include Form W-2 (PDF))
> from IRS, or order Form W-2 (PDF) information at no charge from the
> IRS. The IRS can provide Form W-2 (PDF) information for up to 10
> years. Information for the current year is generally not available
> until the year after it is filed with the IRS. For example, Form W-2
> (PDF) information for 2005, filed in 2006, will not be available from
> IRS until 2007.
>
> To receive a copy of your return or transcript, complete and mail Form
> 4506 (PDF), Request for Copy of Tax Return or Form 4506-T (PDF)
> Request for Transcript of Tax Return. You should allow 60 calendar
> days for a response.
>
>
> Has anybody been here before? How would you advise my friend's
> niece? (Or should I just run away, fast?)
>
> thanks,
> Zip
>
Lots of folks have been here before. She can run, but she
can't hide forever, though if her W-2 earnings and
withholding are such that she would not owe any tax, there
may never be a systemic pursuit of her delinquent returns.
Absent fraud, IRS generally won't solicit delinquent returns
more than six years old.
If she can't or won't do this by herself, she can hire an EA
or CPA to do it for her. Go to the nearest IRS office,
request IRPTR transcripts (described further here:
http://www.irs.gov/irm/part5/ch01s11.html) for the past six
years. These will be available to her within one to two
weeks after request, and will show W-2 and 1099 income and
withholding reported to IRS by her employers. If the IRS
person working the counter doesn't understand what she
needs, speak to a supervisor who does. While there, get
blank Form 1040s and instructions for the past six years.
Get the required blank state tax forms and instructions
from her state tax agency. Try to get 2007 W-2s from 2007
employers as they probably won't be available via the IRPTR
route until late in 2008. Prepare returns. If they show
refunds or tax due that she can pay, file and pay them. If
they show tax due that she can't pay, and she has not done
so already, she should immediately retain a competent tax
professional to advise and represent her.
--
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