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Posted

An older client (93) has been unable to get his material together and will file after October 15. He invariably gets refunded and filed an extension. If memory serves me right he will not receive a penalty by virtue of his having fully paid all tax due. It's been ages since someone missed the deadline but am I correct on this?

Posted

IN practice yes, they rarely assess when its a refund but they can assess on the amount of tax whether paid or not.

 

I would file with what I have then amend.

He may still be liable for Estimated Tax penalty.

Posted

He may still be liable for Estimated Tax penalty.

O/P stated usually a refund so going on the assumption that no money is due.  but even so, filing now and amending eliminates the late filing penalty of 5% per month and leaved only late pmt penalty of .05% per month

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