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Well, if you won't ask people to donate, I will. We need to support our board. And if I am not giving enough, let me know and I will up my annual contribution. @Eric is the best and we need to treat him that way. Tom Modesto, CA

It really depends on when, or if, the return for that year was filed and/or when the tax was paid, and that is covered in sec 6511 (a) through (c). Is your client a nonfiler or a very late filer? If so, again, your answer may be in sec 6511 Other reasons refunds may be issused from closed years is when a carryback of loss or credit to an open year frees up credits that are then allowed to be carried back into those years generally closed. I suspect that your client's case is that of the former, not any sort of carryback situation. That sec 6511, starting at para (d) covers the other situations, losses, credits and the various time frames allowed for filing and claiming refunds.

...But I wanted to mention that I had removed the Donate tab at the top of the site for a few days while I worked on a new system for collecting donations with an option to support recurring donations (suggested by @Catherine and @JohnH) The primary goal, though, is to finally be able to associate every donation with the person who made it. Before I usually had a good guess based on name or email address, but since the whole PayPal process happened outside of the website, there was no definitive way to make the connection between donation and donor, especially if a check was mailed. So now, no matter what method of payment is used, as long as you go through the checkout process, the site will create a record of that donation and associate it with your account. This also allows me the flexibility to add some minor benefits to the accounts of those who donate, like increased file attachment quotas, inbox size, etc, which is more of a gesture of gratitude than something of any actual value. If the ability to pay with PayPal is requested, I will look into implementing it as an additional payment option. Recurring donations can be cancelled at any time from the Donate > Manage Donations page. Card info can be updated/removed from the Donate > My Details > Cards page. Please let me know if you find anything confusing about the process or the way things are set up. Fine print: This is all PCI compliant. No credit card information is stored on my server. All transactions are processed by the Stripe payment gateway, and transmitted over an encrypted connection. I have implemented similar systems for hospitals around Maine--this is all up to industry standards.

I sat in the front row in colllege physics, professor similar attributes, and I regularly fell asleep.

Shhhhhh......... the IRS might be trolling this board. They obviously made a mistake. Tom Modesto, CA

Thanks Eric. Very convenient, easy to use, and one less thing to think about. But if a situation ever occurs that more is needed, I'm willing to supplement the regular donation.

Nice features that work very well.

Recently, I have had two clients that received refund credits from closed years. In one case, there was a $3000 refund from 2005 that was applied to a balance due from 2017. If this is a new policy, does anyone know when it was changed? Has anyone else encountered this? It used to be that closed year refunds were lost.

Congratulations Abby! I think you're too young to retire, so working in a wine bar which is a dream job of mine, you will still be serving up advice, but these clients may listen. Getting tax advice from a bartender will have a whole new meaning, how lucky are those customers.

Ah, but NOW you can say, "I've made a fool of myself in a better place than this, and lived to tell the tale!" My mortification tale is from college. I had stayed up late working on a problem set. Had an 8AM, small, class - with a teacher whose voice was a good match for Charlton Heston; a deep monotone. Sat in the front row (the only one) figuring shame, if nothing else, would keep me awake. Fought and fought and fought to stay awake, and just as I went under, I heard the monotone state, "I see we've lost the front row..." and I had just enough time to think "oh, poopy!" (not that word) before I was out for good. Great story now; utter humiliation at the time.

Somebody pm'd me that Jack from Ohio had joined this conversation. If he did, please give him my regards.

If I knew someone had you blocked, I'd enter a new post quoting you word-for-word and then add at the end "(at least that's what Judy said on this subject)". Just for fun...