Filing 2013 Tax Returns

[S T]

April 18, 2017 is the last day to file a Federal Tax Return for tax year 2013 and still capture a refund.

Question, if information is incomplete, and an amended return is filed after the 4/18/2017 and produces a refund, will IRS issue the additional refund.

We are missing some valid expenses, income is correct.

Thanks

Sandy

[ATSMAN]

April 18, 2017 is the last day to file a Federal Tax Return for tax year 2013 and still capture a refund.

Question, if information is incomplete, and an amended return is filed after the 4/18/2017 and produces a refund, will IRS issue the additional refund.

We are missing some valid expenses, income is correct.

Thanks

Sandy

Correct. It works both ways.

[taxea]

I'm not so sure about that. TP has been given extra time to file an amended return. The time expires 04/18/17. I would be surprised if they honored the refund if filed after that date. If they do...please let us know.

[S T]

That is the question

Taxpayer has until 4/18/2017 to file a 2013 return

Next question is if the 2013 return is filed by 4/18/2013, can we amend and still receive any additional refund generated on the Amended Return

When does the refund become non-refundable?

Thanks

Sandy

[ATSMAN]

TTB page 15-3/15-5 Claim for refund. Three years from the time the original return was considered filed or 2 years from the time the tax was paid. My Emphasis on the latter.

So it is possible.

[S T]

Great!

Thanks so much

Sandy

[New York Enrolled Agent]

That is the question

Taxpayer has until 4/18/2017 to file a 2013 return

Next question is if the 2013 return is filed by 4/18/2013, can we amend and still receive any additional refund generated on the Amended Return

When does the refund become non-refundable?

I note you wrote "great" in a subsequent post. I'm not sure great is applicable if I correctly read between the lines in your post.

The taxpayer is filing a 2013 original 1040 on 4/18/17 and getting a refund. Is that correct?
You then plan to amend the return and seek an additional refund. Is that correct?
Your taxpayer has had tax withheld from a 2013 W-2 form. Is that correct?
There is no other payment of tax other than tax withheld as represented on the W-2. Is that correct?
There was no extension filed for tax year 2013. Is that correct?

ATSMAN has only described the contents of IRC §6511(a) - when is a claim for refund timely filed? But there is also §6511(b) which may not be so great.

[TAXNJ]

That is the question

Taxpayer has until 4/18/2017 to file a 2013 return

Next question is if the 2013 return is filed by 4/18/2013, can we amend and still receive any additional refund generated on the Amended Return

When does the refund become non-refundable?

Thanks

Sandy

1 - NOTE: See 4-17-15 post started by BURKE titled "Last day ......."

2 - Think NYEA maybe referencing - note the word "maybe":

reference: 26 U.S. Code § 6511(b) - Limitations on credit or refund

2) Limit on amount of credit or refund

(A) Limit where claim filed within 3-year period

If the claim was filed by the taxpayer during the 3-year period prescribed in subsection (a), the amount of the credit or refund shall not exceed the portion of the tax paid within the period, immediately preceding the filing of the claim, equal to 3 years plus the period of any extension of time for filing the return. If the tax was required to be paid by means of a stamp, the amount of the credit or refund shall not exceed the portion of the tax paid within the 3 years immediately preceding the filing of the claim.

Think if an "extension" was filed when it supposed to been, it may have been favorable. See if this helps or not.