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Young and Stupid -- Haven't filed tax returns in seven years... LB 02-19-2008
Posted by Benjamin Yazersky CPA on February 19, 2008, 11:01 pm
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> >She can file amended returns for the last 3 years
>
> She cannot file amended returns because she never filed
> returns in the first place. There is nothing to amend. She
> can file original returns going back as far as she likes,
> but if they show refunds, she will only get the refunds for
> 2004 and later (and for 2004 only if filed by April 15,
> 2008). Any earlier refunds are lost.
>
> The OP said she is young, but he didn't say how long she has
> been working and not filing. If she is very young, maybe the
> problem doesn't go back many years.
>
> Bob Sandler
>
> --


To add a thing or two here....

The IRS may have already produced substitute for returns (sfr) based
on third party (employer, bank etc) reporting.

There may be statute of limitation issues getting refunds for old
years if there are sfr's in the system.

If there are no sfr's or other IRS notices, the IRS will deal with you
less harshly if you come forward before being contacted by the IRS.

... Then there will likely be state tax issues to deal with

Probably better to have a CPA or EA help you here.


___________________________________
<<< Benjamin Yazersky, CPA [NJ & NY] >>>
-----> real address on hobokeni or hobokenx <-----





"This written advice was not intended or written to be used, and it
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may be
imposed on the taxpayer."

(The foregoing legend has been affixed pursuant to U.S. Treasury
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governing tax practice.)





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Posted by Allan Martin on February 20, 2008, 11:23 am
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>From my experience, get your fee up front when dealing with non-filers. It
will probably take forever to get any information from YAS and in the end,
the returns won't get mailed out.

I may be too cynical but the previous non-filers I had to deal with spoiled
it for all the other "Good" non-filers.






>> >She can file amended returns for the last 3 years
>>
>> She cannot file amended returns because she never filed
>> returns in the first place. There is nothing to amend. She
>> can file original returns going back as far as she likes,
>> but if they show refunds, she will only get the refunds for
>> 2004 and later (and for 2004 only if filed by April 15,
>> 2008). Any earlier refunds are lost.
>>
>> The OP said she is young, but he didn't say how long she has
>> been working and not filing. If she is very young, maybe the
>> problem doesn't go back many years.
>>
>> Bob Sandler
>>
>> --
>
>
> To add a thing or two here....
>
> The IRS may have already produced substitute for returns (sfr) based
> on third party (employer, bank etc) reporting.
>
> There may be statute of limitation issues getting refunds for old
> years if there are sfr's in the system.
>
> If there are no sfr's or other IRS notices, the IRS will deal with you
> less harshly if you come forward before being contacted by the IRS.
>
> ... Then there will likely be state tax issues to deal with
>
> Probably better to have a CPA or EA help you here.
>
>
> ___________________________________
> <<< Benjamin Yazersky, CPA [NJ & NY] >>>
> -----> real address on hobokeni or hobokenx <-----
>
>
>
>
>
> "This written advice was not intended or written to be used, and it
> cannot
> be used by any taxpayer, for the purpose of avoiding penalties that
> may be
> imposed on the taxpayer."
>
> (The foregoing legend has been affixed pursuant to U.S. Treasury
> Regulations
> governing tax practice.)
>
>
>
>
>
> The information transmitted is intended only for the person or entity
> to
> which it is addressed and may contain confidential and/or privileged
> material. Any review, retransmission, dissemination or other use of,
> or
> taking of any action in reliance upon, this information by persons or
> entities other than the intended recipient is prohibited. If you
> received
> this in error, please contact the sender and delete the material from
> any
> computer.
>
> --
> << ------------------------------------------------------- >>
> << 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 (2007) - All rights reserved. >>
> << ------------------------------------------------------- >>

========================================= MODERATOR'S COMMENT:

--
<< ------------------------------------------------------- >>
<< 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 (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by D. Stussy on February 20, 2008, 11:27 pm
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> > >She can file amended returns for the last 3 years
> >
> > She cannot file amended returns because she never filed
> > returns in the first place. There is nothing to amend. She
> > can file original returns going back as far as she likes,
> > but if they show refunds, she will only get the refunds for
> > 2004 and later (and for 2004 only if filed by April 15,
> > 2008). Any earlier refunds are lost.
> >
> > The OP said she is young, but he didn't say how long she has
> > been working and not filing. If she is very young, maybe the
> > problem doesn't go back many years.
> >
> > Bob Sandler
>
> To add a thing or two here....
>
> The IRS may have already produced substitute for returns (sfr) based
> on third party (employer, bank etc) reporting.

True. Does she recall ever seeing a letter from the IRS?

If she's never filed, she's probably not in their system (as a taxpayer). I
never saw an SFR case for someone who had never filed in his/her lifetime.

> There may be statute of limitation issues getting refunds for old
> years if there are sfr's in the system.

Irrevelent. SFR's don't start any periods of limitation. The 3 year rule
(from the due date) for claiming a refund still applies.

> If there are no sfr's or other IRS notices, the IRS will deal with you
> less harshly if you come forward before being contacted by the IRS.
>
> ... Then there will likely be state tax issues to deal with
>
> Probably better to have a CPA or EA help you here.

That much is certain. ;-)

--
<< ------------------------------------------------------- >>
<< 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 (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by Bad Ass on February 21, 2008, 5:04 pm
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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

I know a guy who did something like this (me). About 42 years ago, I
started to fill out my tax returns on the last day before the deadline
and couldn't find my tax papers. Since filing the next day would be
late, I was afraid I would be in trouble for filing late so I didn't
file at all. This went on for about 15 years. I think about the 13th
year, I received a letter from the IRS about filing my taxes. I ignored
the letter and didn't hear anymore. After the 15th year, I married a
woman that had always filed her taxes. She didn't know about my
situation and I didn't tell her. When tax filing time came around, I
filed jointly with her and although I did a lot of worrying everything
went through fine. It is now 25 years since I started filing again and
have never heard a thing from the IRS about it. I divorced her after 11
years but kept on filing every year. If I hadn't of married her, I
probably still wouldn't be filling unless they would have eventually
came and hauled me in.

--
<< ------------------------------------------------------- >>
<< 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 (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by taxmama2007 on March 2, 2008, 10:20 pm
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You should be able to file prior year taxes. Some online filing
resources even offer to do prior year returns for free.


http://www.qcktax.com/file_prior_year_taxes.php

--
<< ------------------------------------------------------- >>
<< 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 (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

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