Solved: Re: Refund expires after 3 years
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Refund expires after 3 years

I understand an individual has 3 years to claim an IRS tax refund from the previous year. After 3 years the refund expires and can no longer claim the refund. Question: After 3 years can the individual apply the refund to future returns for tax owed to the IRS?

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Refund expires after 3 years

No, you cannot use the refund for future taxed owed.  

 

In most cases, an original return claiming a refund must be filed within three years of its due date for the IRS to issue a refund.

 

Generally, after the three-year window closes, the IRS can neither send a refund for the specific tax year, nor apply any credits, including overpayments of estimated or withholding taxes, to other tax years that are underpaid.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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Level 15

Refund expires after 3 years

No, you cannot use the refund for future taxed owed.  

 

In most cases, an original return claiming a refund must be filed within three years of its due date for the IRS to issue a refund.

 

Generally, after the three-year window closes, the IRS can neither send a refund for the specific tax year, nor apply any credits, including overpayments of estimated or withholding taxes, to other tax years that are underpaid.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

View solution in original post

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