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New Member
posted May 31, 2019 5:52:17 PM

Are there any exceptions to the 3 year deadline for filing an amended return, or does the 3 year time limit apply to every situation?

If so where do I find information in the IRS publications?

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1 Best answer
Level 15
May 31, 2019 5:52:27 PM

You can file an amended return at any time for any tax year.  The 3 year requirement is only for receiving a tax refund when filing an amended return.

15 Replies
Level 15
May 31, 2019 5:52:18 PM

It would appear you are a tax preparer. If so, understand that TurboTax can not be used by paid tax preparers

Alumni
May 31, 2019 5:52:20 PM

looking for points in answering a 2 year old question??

New Member
May 31, 2019 5:52:22 PM

From an answer posted "2 months ago" - No. I am not a paid tax preparer.
From an answer posted "10 days ago" - No. I'm not interested in "points"  

Level 15
May 31, 2019 5:52:23 PM

@Scruffy_Curmudgeon There was a more recent comment that has since been deleted.

New Member
May 31, 2019 5:52:23 PM

I've been searching for an answer to the "can I file a 1040X" after 3 years - to corrrect a clerical mistake for four days now.  I just found the answer here (I can).  Thank you Thank you Thank you!

Level 15
May 31, 2019 5:52:27 PM

You can file an amended return at any time for any tax year.  The 3 year requirement is only for receiving a tax refund when filing an amended return.

Level 15
May 31, 2019 5:52:29 PM
New Member
May 31, 2019 5:52:29 PM

How would it help to file an amended return where taxpayer is beyond the 3 years and could not get a refund?  Are there situations where this would help in disputing penalties?

Level 15
May 31, 2019 5:52:35 PM

If you didn't file then the IRS does a quick simple return for you to see if you should have filed a return so they know if they need to send out a bill for the unpaid taxes.  When they complete your return they do not take into consideration any adjustments, dependents, itemized deductions or credits you may be eligible for ... in other words the return is not completed in your favor. So yes, it would dispute their findings to reduce taxes & penalties they say you owe.

Also you can amend to correct the carryover amounts for some items like depreciation or an NOL.

Level 15
May 31, 2019 5:52:37 PM

Some states have longer time periods.

New Member
May 31, 2019 5:52:39 PM

Interesting

Alumni
May 31, 2019 5:52:41 PM

3-year rule applies not only to amending but also to initially filing in order to obtain a refund due

New Member
Nov 3, 2022 2:43:00 PM

I did filed my 2018 tax return in 2022 and it got crossed 3 years. I see i lost 4000$ refund . The reason for delay is i was not in this country from 2018 to 2022 because i lost my job and left this country. Other thing is I/My family got screwed up with COVID and spent thousands of dollors to come out of that situation. Is there any possibility if i can ger my refund at this time. Now i am in United states

Level 15
Nov 3, 2022 4:05:16 PM

You had plenty of time to file your 2018 return.   At any time between the  April 2019 filing deadline and April 17, 2022 you could have mailed that 2018 return from anywhere in the world, and it would have been timely in order for you to receive your refund.  If you did not file it by the deadline in 2022, then you forfeited the refund.

Alumni
Nov 4, 2022 4:11:01 AM

That forfeit or loss of refund is by statute, and not simply an IRS determination.  Cannot be waived.