Oldlady
Returning Member

Get your taxes done using TurboTax

Dear,    If you were treated for the depression, the IRS will act quite differently.  I had an experience where we removed 401K money to roll it, but then I was in a wreck and it looked like I was 'over the date limit' for returning the money to another company or the same company, in order to not owe as a distribution and the specialists said if I could prove I had a medical issue, that would 'allow' the IRS representative the flexibility to treat me better.  In the end, I HAD actually put the money back in time, but the company was lying that said they didn't receive it, and with the extra grace and time allowance that the wreck/IRS representative provided, I was able to discover this and prove it, whereas, if I had not had any medical diagnosis, they would have just said, facts are you took money out, the company says you didn't get it back in time, you owe, pay up or else.   So we took 20K and we were going to owe 10K in fines, yikes.   So I am hoping that you got some medical documentation of your issues with depression, even a talk documented on a pastor's or teacher's schedule might help, but medical records of any visit would be great.  I also paid Turbo tax at the time I filed, not knowing all this would transpire and they were a real help, so for this years taxes you might pay the extra, it could be worth it, even though they won't technically help with last years, this year's and last years run into each other....