Terry D EA Posted June 26, 2023 Report Share Posted June 26, 2023 Have a client who was a resident of Ohio in 2019, in the military and stationed outside of Ohio. Military pay earned outside of Ohio. Ex-spouse had POA so filed the returns and did so incorrectly. Due to not excluding the military pay from the Ohio income, the refund was considerably less. My main question, are there any special exceptions to the three year statute to claim a refund for military personal. My client never signed the return nor ever seen the return. I've looked at the Ohio instructions but they are kinda vague. Any insight is appreciated. Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted June 27, 2023 Author Report Share Posted June 27, 2023 For any Ohio Preparers or others who want to know. Ohio does allow four years to claim a refund. I know folks don't like to click on links but here is the link. Good information to have. https://codes.ohio.gov/ohio-revised-code/section-5747.11#:~:text=Section 5747.11 | Refunds - interest.&text=(A) The tax commissioner shall,or 5747.41%2C or Chapter 5748. 3 Quote Link to comment Share on other sites More sharing options...
Jim Oh Bkkr Posted June 28, 2023 Report Share Posted June 28, 2023 Terry, I'm sorry! I started to post yesterday that Ohio's SOL was 4years, but then I re-read your post re. On 6/26/2023 at 6:20 PM, Terry D EA said: claim a refund and got spooked that it may be different than SOL. As a note, "local" SOL is 5 years. Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted July 3, 2023 Author Report Share Posted July 3, 2023 Thanks Jim, I did get the four years answer and totally forgot this was the Covid year where we have until July 18th ( I think ) to claim a refund. Anyway, got the client onboard and moving forward. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted July 4, 2023 Report Share Posted July 4, 2023 Monday 17 July 2023 for unextended 2019 returns. Is it Monday 16 October for extended? Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted July 5, 2023 Author Report Share Posted July 5, 2023 Lion, we're both wrong. I looked this up. April 15, 2019 was a Monday. July 15, 2019 is a Monday as well. Here is a link from the IRS website: Payment Deadline Extended to July 15, 2020 | Internal Revenue Service (irs.gov) I have an amendment to do and will get it in this week. Hope this helps you in some way. 4 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted July 5, 2023 Report Share Posted July 5, 2023 https://www.irs.gov/newsroom/time-is-running-out-taxpayers-missing-1-point-5-billion-in-refunds-for-2019-must-file-by-july-17 https://www.irs.gov/newsroom/time-running-out-to-claim-1-point-5-billion-in-refunds-for-tax-year-2019-taxpayers-face-july-17-deadline 2 Quote Link to comment Share on other sites More sharing options...
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