GraceNY Posted April 17, 2016 Report Posted April 17, 2016 Posted this on another forum to no avail. In my haste to timely file a 2012 1040X, I left out 1 of the three key documents I was using to support the claim for refund. Does anyone know.. (1) how to handle this? Call Service Center where it was sent to? Practitioner Priority line? Many years ago, I followed advice to get the "document locator number" that was assigned to the case and then sent in missing item referencing this document number. (2) Does the fact that the document was inadvertently left out kill the claim for refund on 2012 1040X? In other words, no opportunity to send in missing item. "Claim was not complete, therefore, we loose."? BTW it was a Form 1098 supporting mortgage interest and mortgage insurance premiums deducted on Schedule A that was left out. Amended Schedule A along with copies of Mortgage and Note documents supporting the fact that the taxpayer was personally liable on the mortgage went in. Quote
kcjenkins Posted April 18, 2016 Report Posted April 18, 2016 That should not invalidate the claim. You included the A, right? They will normally just ask for proof of the entry, if you did not include it. Slows it down, but that's all. May not even do that, since they already should have the 1098 in their system. 5 Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.