Christian Posted Friday at 03:26 PM Report Posted Friday at 03:26 PM A client has a 59 year old son who has no income and who he supports. His son has lived with him for over five years and the client never mentioned this to his former tax preparer. I added the son as a dependent for 2024. Can i amend his 2021, 2022, and 2023 returns to reflect this change. Never carried one back this far and for this reason so I need to make sure it's legal. Quote
kathyc2 Posted Friday at 03:40 PM Report Posted Friday at 03:40 PM If son qualifies as dependent, client may also qualify for HOH. No problem to amend back three years, just make sure you have done your due diligence for qualification. 4 Quote
Lee B Posted Friday at 09:06 PM Report Posted Friday at 09:06 PM If your client qualifies to amend 2021, then the 2021 Recovery Rebate for his son may also be in play. 2 Quote
Sara EA Posted yesterday at 02:18 AM Report Posted yesterday at 02:18 AM The window for claiming a refund for 2021 has closed. 1 Quote
Abby Normal Posted 23 hours ago Report Posted 23 hours ago 17 hours ago, Sara EA said: The window for claiming a refund for 2021 has closed. Depends on extensions and filing dates. If you filed 10/15/22 with an extension, the window is still open. 3 Quote
mcb39 Posted 2 hours ago Report Posted 2 hours ago I am still filing 2021 just to get my clients up to date. The most recent ones had refunds that they will never see. What is fair about that? If they owed, they owed interest and penalties regardless of the window. 1 Quote
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