joanmcq Posted June 28, 2021 Report Share Posted June 28, 2021 I cannot keep the years straight. Quote Link to comment Share on other sites More sharing options...
Slippery Pencil Posted June 28, 2021 Report Share Posted June 28, 2021 Not if it was filed timely. 2017 due 4/15/18. 3 years is 4/15/21 (extended to 5/17/21 due to covid) Quote Link to comment Share on other sites More sharing options...
Lee B Posted June 28, 2021 Report Share Posted June 28, 2021 "When To File File Form 1040-X only after you have filed your original return. Generally, for a credit or refund, you must file Form 1040-X within 3 years (including extensions) after the date you filed your original return or within 2 years after the date you paid the tax, whichever is later. If you filed your original return early (for example, March 1 for a calendar year return), your return is considered filed on the due date (generally April 15). However, if you had an extension to file (for example, until October 15) but you filed earlier and we received it July 1, your return is considered filed on July 1. The time limit for filing Form 1040-X can be suspended for certain people who are physically or mentally unable to manage their financial affairs. For details, see Pub. 556, Examination of Returns, Appeal Rights, and Claims for Refund." Quote Link to comment Share on other sites More sharing options...
joanmcq Posted June 28, 2021 Author Report Share Posted June 28, 2021 I always forget about the 2 years after payment rule. 1 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.