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THAT'S WHAT IT'S ALL ABOUT

I don't try and explain to people wanting old returns prepared and throwing money at me that IRS is not going to issue the refund for this or that year. I'm preparing returns, not cutting the checks. They probably won't even notice when they don't get it. /s Ok, not really.

Congratulations. I wish the best for you and glad to hear about your good fortune. Tom Newark, CA

How about just filing it and not promising the TP a refund, and if he/she gets one, tell them to look at it like if they won the lottery

If he files the 2011 return today, the SOL will start the day it is filed, not in October 2012. If he doesn't file the return, they could come back on him 50 years from now (not likely, but possible). Why not start the SOL and get it over with? Who knows what the IRS might do a few years from now?

I had a client who hadn't filed for six years. The IRS eventually filed a SFR, using single,1 exemption. He finally woke up when they started taking most of his pay. He was married with two children and left way over $10k on the table because it was too late to get refunds for some years, but at least they dropped the liens on his house and paycheck. Advise your client to file because the SFR won't be pretty.

That would not be an authoritative source. From what I've seen on the IRS site it says "due date" not "original due date" even though the examples always use April 15th. Please read sec 6511(b)(2)(A) regarding this date question. When advising your client, please consider that by not filing, the SOL never starts.

They got 'em! Police in India arrested more than 70 people and more than 600 are being questioned and facing arrest. Here is just one report: http://abc27.com/2016/10/06/dozens-arrested-at-india-call-center-linked-to-irs-scam-calls/ Just today a client called and said the IRS has been calling her (she does have IRS issues), but she could hardly understand their thick accents in the message and every time she called back no one picked up. Hopefully that indicates the authorities have shut off their phones and with everyone in jail there is no way they can answer anyhow. I told her to read today's paper. Of course, I'm sure there are many more scams like this one still operating. And like with local drug gangs, when one gets taken out of commission others pop up to fill the void. Well, at least we and our clients will have a reprieve.

Congrats, Joan!

David, try searching Form 8949 instructions for the word "nominee". There are only 2 matches, both leading to the same spot.

I figured out that I can do most of my clients remotely; heck even a lot of the locals do remote now. I can come down for a week and clear out the stragglers. I'll have to file CA returns anyways since I have rental properties. I got a really nice totally unsolicited offer on my house, and Stagecoach NV is inexpensive. I'll be able to retire or slow down a good 5 or more years before I could without the move. Plus, the new house has central heat & air, a dishwasher, a garage and many many other things I've never had before . And it's on one level...I just fell down my front stairs again so not having any is a plus!