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    #1

    taxable pension

    My new client has never reduced the taxable portion of her pension, which we are allowed to do using Simplified General Rule.
    I can go back 3 years and grab about $300/year for the adjustment.
    Is there anything else I can do for her to get money back?

    Tax season is over, and they are still coming!

    My first grandbaby is due soon!

    ~possi
    "I am proud to pay taxes in the United States. The only thing is I could be just as proud for half the money." Arthur Godfrey
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    #2
    The three years will apply Possi

    The three year limitation for filing amended tax returns will apply Possi. Other than make the adjustment, and file an amended return for three years within the limitation--there's nothing else I can think of.

    Peachie

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      #3
      That's what I thought

      Thanks Peachie for the affirmation!
      "I am proud to pay taxes in the United States. The only thing is I could be just as proud for half the money." Arthur Godfrey

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      This message board allows participants to freely exchange ideas and opinions on areas concerning taxes. The comments posted are the opinions of participants and not that of Tax Materials, Inc. We make no claim as to the accuracy of the information and will not be held liable for any damages caused by using such information. Tax Materials, Inc. reserves the right to delete or modify inappropriate postings.

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