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    How many years back for amended?

    Today, can I still amend 2003 return, or am I now only able to do 04,05,06? The 06 has already been filed.

    #2
    Amending Returns

    Originally posted by JenMO View Post
    Today, can I still amend 2003 return, or am I now only able to do 04,05,06? The 06 has already been filed.
    You can file an amended return anytime. However, the time for amending a return to get a refund is limited to within 3 years after the date the original return was filed, or within 2 years after the date the tax was paid.

    2003 return was due 4-15-2004. To file an amended return to get a refund, you must have filed it by 4-15-2007.
    Jiggers, EA

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      #3
      Correction

      If the 2003 reurn was on second extension you can file a 1040X up to Oct 15, 2007

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        #4
        What if the return was filed late but there was no

        extension? To be able to file for a refund must there have been a valid reason for filing late such as taxpayer was mentally incapacitated and no one had his POA? Also, what if the tax was not paid until much later than the return filing?

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          #5
          You can file a claim for refund

          Generally, you must file a claim for a credit or refund within 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later.

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            #6
            Late File Returns

            If you were due a refund and did not file, you must do so within 3 years from the date the return was originally due to get that refund.

            For a 2003 non-filed return, the last date to file for a refund was 4-15-2007.

            You should still file the return.
            Jiggers, EA

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              #7
              To file an amended return

              for a claim of refund you have in this case two years from the date the tax was paid.

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                #8
                amended return

                You can always file an amended to reduce your liability to zero. As for refunds, the rules mentioned by the other posters apply. There is, however, a relatively recent exception, under the IRS Restructuring and Reform Act: if the TP can demonstrate that he was medically incapable of filing timely, the refund statute can be extended for the period of the incapacitation.

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