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Filing back taxes in 2019: 6 Helpful Tips

Filing back taxes in 2019: 6 Helpful Tips

By on Dec 12, 2018 in Tax Tips | 0 comments

Did you know that the IRS could be holding money that’s rightfully yours? They’ll gladly keep any money they owe you if you don’t file a tax return. There’s even a statute of limitations on claiming past refunds. If it expires, then you’re out of luck.

Perhaps the most important tip anyone can give taxpayers who plan to file back taxes next year is don’t wait. While sending in those old returns might look like a good New Year’s Resolution, there’s no reason to wait that long.

If you’re not sure where to start, have a look at some of our favorite tips.

Filing back taxes in 2019

6 Tips for Back Filing Taxpayer


1) Get All Your Documents Together

Try to find all relevant 1099 forms, W2 sheets, business income records and old bills for expenses. You might not have misplaced nearly as many things as you might have originally thought. However, you should contact your employer or financial institution if you can’t find a document. They may be able to forward you any information that you’re missing. You might also consider calling the IRS and requesting income data for any missing period of time. They probably have it since every company has to report this information to the IRS.

2) Acquire the Relevant Forms

Even if you’re filing back taxes in 2019 you might not be allowed to use current IRS forms. Taxpayers who have to file using information from previous years have to use the forms from those years. Fortunately, the IRS continues to distribute obsolete forms as digital PDF files on their website so you should be able to find the ones you need.

3) Substitute Lost Data with Form 4852

Many taxpayers don’t realize this, but the IRS has a substitute form for cases where taxpayers can’t find the forms they need to file back taxes. Form 4852 can replace all of the following types of documentation:

  • 1099s
  • W2s
  • Pension & IRA distribution records
  • Tax & wage statements

You simply need to estimate the amounts when filling out form 4852. There’s no need to panic if it looks like some information is lost for good since the IRS is generally understanding about having to use this form in order to complete a back return.

4) Get Your Addresses Right

If you’re voluntarily filing, then you can send your forms to the address that you usually use to file paper tax returns. Sometimes the IRS sends out notifications that request taxpayers to file back taxes as soon as possible. You’ll need to send your forms to the address stated on that notice if you’ve gotten one.

Since it might seem like almost everyone e-files these days, this step might seem like an anachronism. However, the IRS generally requires that back taxes are sent in the old-fashioned way.

5) Read Notices of Proposed Assessment Carefully

The IRS sends out these notices based on their best guess of what your tax liability is. Taxpayers should read these carefully since this guess could be wrong. You can reduce or possibly eliminate any assessment proposed by the IRS if you send in your back tax returns as soon as possible.

6) Work with a Professional Tax Team

There are stories about people who are so concerned about incurring late fees that they deliver tax documents to the IRS in person. You don’t have to go this far to solve your income tax issues. Success Tax Relief has helped hundreds of taxpayers who are in the same position as you. Tax laws are complicated and any mistakes you make could lead to delays that allow interest to accrue. Don’t wait to get help from our experienced team. Contact us today and let Success Tax Relief review your case.

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