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Level 2
March 20, 2021
Question

Taxes from 2015, 2016, 2017

Was wondering if someone could tell me how to go about filing these transcripts I received in the mail yesterday? Talked to Jackson-Hewitt and they are trying to charge me $400. Considering the fact that they sent me the transcripts without asking  I would assume I owe them. Can someone please help me with this I'm completely lost.

    13 replies

    Level 15
    March 20, 2021

    What exactly are you trying to do?   Are you trying to file late tax returns?   You cannot get a tax refund for any tax year earlier than 2017---any refunds from earlier years have now been forfeited.  But if you owe for any of those years you still need to pay the tax due.  And...by May 17 it will be too late to receive a refund for 2017 so if  you think you can get a refund for 2017 get busy and prepare and file a 2017 return.  

     

    Software is not available here for years earlier than 2017.   Any earlier year tax returns can be prepared by hand using the paper forms.....or as you have already discovered....you can pay to have local tax help to prepare your late returns.  We cannot say if the fee you were quoted is the best "deal" in your area.

     

     

    What if I do not file my tax return?

    https://ttlc.intuit.com/questions/2572308-what-happens-if-i-don-t-file-my-taxes

     

     

    Each tax year has to be filed separately using the forms for the specific tax year.  They cannot be combined in any way--do not even put them in the same envelope when you mail them.  Software for past years is available back to 2017.  Any earlier years can only be prepared on paper forms by hand--and those refunds have been forfeited now.

     

    The current online program can only be used for a 2020 return--no other year.  And if you did not file a 2019 return you will have trouble e-filing 2020.  When it asks for your 2019 AGI try using zero.  If zero does not work then you have to print, sign and mail 2020.

     

     

    Online preparation and e-filing for 2017, 2018 and 2019 is permanently closed.

    To file a return for a prior tax year

     If you need to prepare a return for 2017, 2018, or 2019 you can purchase and download desktop software to do it, then print, sign,  and mail the return(s)

    https://turbotax.intuit.com/personal-taxes/past-years-products/

    You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.

    Remember to prepare your state return as well—if you live in a state that has a state income tax.

    When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.

    Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

     

    Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.

     

    If you are getting a refund, there is not a penalty for filing past the deadline.  If you owe taxes, the interest/penalties will be calculated by the IRS based on how much you owe and when they receive your return and payment. The IRS will bill you for this; it will not be calculated by TurboTax.

     

    Refunds for tax years 2016 or earlier have been forfeited and will not be paid to you even if shown on the tax return form.  But if you owe tax due, you will still have to pay, and you will be billed later for the interest and penalties owed.

     

    https://www.irs.gov/filing/where-to-file-paper-tax-returns-with-or-without-a-payment

     

     

     

    2015

    Form 1040  https://www.irs.gov/pub/irs-prior/f1040--2015.pdf

    Form1040 Instructions  https://www.irs.gov/pub/irs-prior/i1040gi--2015.pdf

    Form1040A  https://www.irs.gov/pub/irs-prior/f1040a--2015.pdf

    Form 1040A Instructions  https://www.irs.gov/pub/irs-prior/i1040a--2015.pdf

    Form 1040EZ   https://www.irs.gov/pub/irs-prior/f1040ez--2015.pdf

    Form 1040EZ Instructions  https://www.irs.gov/pub/irs-prior/i1040ez--2015.pdf

     

     

    2016

    Form 1040  https://www.irs.gov/pub/irs-prior/f1040--2016.pdf

    Form 1040 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2016.pdf

    Form 1040A https://www.irs.gov/pub/irs-pdf/f1040a.pdf

    Form 1040AInstructions https://www.irs.gov/pub/irs-prior/i1040a--2016.pdf

    Form1040EZ https://www.irs.gov/pub/irs-prior/i1040gi--2016.pdf

     Form 1040EZ Instructions  https://www.irs.gov/pub/irs-pdf/i1040ez.pdf

     

    2017

     

    https://www.irs.gov/pub/irs-prior/i1040gi--2017.pdfhttps://www.irs.gov/pub/irs-prior/f1040--2017.pdf

     

    https://www.irs.gov/pub/irs-prior/f1040a--2017.pdf

    https://www.irs.gov/pub/irs-prior/i1040a--2017.pdf

     

    https://www.irs.gov/pub/irs-prior/f1040ez--2017.pdf

    https://www.irs.gov/pub/irs-prior/i1040ez--2017.pdf

     

     

     

    2018 Form 1040, Schedules and Instructions

     

    https://www.irs.gov/pub/irs-prior/f1040--2018.pdf
     https://www.irs.gov/pub/irs-prior/i1040gi--2018.pdf
    2018 Tax and EIC Tables https://www.irs.gov/pub/irs-prior/i1040tt--2018.pdf

    IRS 2018 Schedules 1 thru 6 (only if needed)
    Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2018.pdf
    Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2018.pdf
    Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2018.pdf
    Sch 4 : https://www.irs.gov/pub/irs-prior/f1040s4--2018.pdf
    Sch 5 : https://www.irs.gov/pub/irs-prior/f1040s5--2018.pdf
    Sch 6 : https://www.irs.gov/pub/irs-prior/f1040s6--2018.pdf

    0

     

    Reply

     

    2019

     

    2019 Instructions

     https://www.irs.gov/pub/irs-prior/i1040gi--2019.pdf

     

     

    1040  https://www.irs.gov/pub/irs-prior/f1040--2019.pdf

     

    1040SR  https://www.irs.gov/pub/irs-prior/f1040s--2019.pdf

     

    2019 Schedules 1-3

    https://www.irs.gov/pub/irs-prior/f1040s1--2019.pdf

    https://www.irs.gov/pub/irs-prior/f1040s2--2019.pdf

    https://www.irs.gov/pub/irs-prior/f1040s3--2019.pdf

     

    **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.**
    Zeek1992Author
    Level 2
    March 20, 2021

    @xmasbaby0  Trust me it wasn't my idea. I called the IRS trying to figure out why my refund and my stimulus were saying they were going to be deposited into an account that wasn't mine and that's when the rep told me that they were needing the tax returns from me for those years I stated above. As you probably already figured out, I literally know nothing about this. I'm just doing what Im asked. It never crossed my mind about getting money back.

    Level 15
    March 20, 2021

    We are unclear on what kind of transcripts you obtained.   There are several kinds of transcripts---including the kind that is a transcript of a tax return that you filed.    Or there is a kind called a Wage and Income transcript which is sometimes used by people who have to file past returns and do not know how to get hold of the W-2's or 1099's that were issued to them in past years.

     

    So you are just trying to figure out what account the IRS used to send a past refund to you and hoped to see it on your transcript?  What kind of transcript(s) did you receive?   Still not sure where a $400 fee  from Jackson Hewitt plays into this.  

    **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.**
    Hal_Al
    Level 15
    Level 15
    March 20, 2021

    You don't file "transcripts".  A transcript is usually a summary of your tax return, you request from the IRS. See sample at: https://www.irs.gov/pub/irs-utl/New_Tax_Return_Transcript.pdf

     

    What did Jackson Hewitt send to you and why.  What are they asking you do do.  Do you mean they are billing you for unpaid tax prep services from previous years?  

     

    Nobody can help you without a clearer picture of what your problem is. Do not post personal info, like SS# and name and address.