helow Posted October 1, 2007 Report Share Posted October 1, 2007 Quick question: My client did not get his state tax refund. She received a mail from state tax office requesting additonal information on expenses deducted on schedule E. She provided receipts but one thing she could not provide is a proof of home vacation carryover amount. I advised her to send her 2005 tax return and ask the auditor to find that amount in the sch.E. The audit is demanding more information or proofs. What other information could we submit? Thanks for you help. Helow Quote Link to comment Share on other sites More sharing options...
JohnH Posted October 1, 2007 Report Share Posted October 1, 2007 I'd prepare spreadsheet showing how the amounts were derived. Be sure the spreadsheet ties back to the numbers on the return. They love spreadsheets. Quote Link to comment Share on other sites More sharing options...
helow Posted October 1, 2007 Author Report Share Posted October 1, 2007 Do you have any template that you would like to share that I can use to document the carryover amount? Thanks Halow Quote Link to comment Share on other sites More sharing options...
JohnH Posted October 1, 2007 Report Share Posted October 1, 2007 Sorry, I don't have a template. I just construct a spreadsheet to fit the circumstances whenever I need one. Usually, if the spreadsheet presents a clear path showing how you got to the end result, that will be accepted in response to a mail inquiry. Quote Link to comment Share on other sites More sharing options...
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