Not filed since 2003, usually has refunds?

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  • Ross
    Member
    • Feb 2009
    • 97

    #1

    Not filed since 2003, usually has refunds?

    I have an old client who contacted me recently. She has not filed her returns since 2003 when I last prepared them. She usually has refunds. Her 2003 Federal refund was over $2,800. She just brought me 2004-2008.

    She has an IRS letter for the tax year ending 12/31/05 that says "if you are due a refund, you must do the following:

    -file within 3 years from the due date of the return, or file within 2 years from the date the tax was paid, whichever is later.

    Will she still get her refunds for 2004? What about her Michigan refund? Anyone know if they issue refunds that far back? It looks like I better get her 2005 returns done and post marked by Wednesday. Thanks.
  • DaveO
    Senior Member
    • Dec 2005
    • 1453

    #2
    You should get refunds for 2005. Might want to spring for certified mail so you have a date stamp.
    In other words, a democratic government is the only one in which those who vote for a tax can escape the obligation to pay it.
    Alexis de Tocqueville

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    • AZ-Tax
      Senior Member
      • Feb 2008
      • 2604

      #3
      April 15, 2009

      Originally posted by DaveO
      You should get refunds for 2005. Might want to spring for certified mail so you have a date stamp.
      For 2005, it must be postmarked no later then April 15th, 2009. I agree with my friend in the Husker Nation, Certified mail is the way to go.

      Comment

      • JohnH
        Senior Member
        • Apr 2007
        • 5339

        #4
        And 2004 is a goner, unless she happens to owe.
        "The only function of economic forecasting is to make astrology look respectful" - John Kenneth Galbraith

        Comment

        • bgiez
          Senior Member
          • Apr 2006
          • 175

          #5
          michigan

          Michigan allows 4 years back, so file the 2004 for Michigan.

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