e-file prior years.

[DANRVAN]

Does anyone know how far back we can e-file personal returns with ATX when the system opens back up in 2022?

I have a 2018 that just came in.

 

[TexTaxToo]

The IRS will only accept e-files for the current year and the two prior years.  So 2019, 2020, and 2021 at the most.

[ILLMAS]

I believe you will have to wait until they efiling season opens up again.

[jklcpa]

It will have to be paper filed.

[DANRVAN]

Thank you for your replies.  So a paper return is shall be.

[Catherine]

4 hours ago, DANRVAN said:

Thank you for your replies.  So a paper return is shall be.

If the client wants proof of receipt, have them send a check with the return. Cashing the check means they opened it. Even if a refund is due... send 'em $5.  But you probably already know.

[DANRVAN]

On 12/6/2021 at 6:05 PM, Catherine said:

But you probably already know.

I had not heard of or thought of doing that.  However, this is for a deceased taxpayer with a small refund due and PR probably does not care to write a check to find out.

I will keep that in mind for the future, thank you for the tip Catherine!

[Catherine]

On 12/8/2021 at 1:12 AM, DANRVAN said:

I had not heard of or thought of doing that.  However, this is for a deceased taxpayer with a small refund due and PR probably does not care to write a check to find out.

I will keep that in mind for the future, thank you for the tip Catherine!

They will take forever to process a refund.  I have also found that even when the 1310 is on TOP of the return, the IRS will claim they never got it, and you may have to send it again (ditto Form 56 - sometimes they'll lose first one and then the other, just to be extra special).  Tell the PR to be glad it's a small refund; I had one family that had to wait nearly a year to get grandpa's $7k refund back in their hands. 

Good luck!

[DANRVAN]

11 hours ago, Catherine said:

They will take forever to process a refund.

I have paper filed a few this year with form 1310 and they received refunds in a reasonable amount of time

 

11 hours ago, Catherine said:

Tell the PR to be glad it's a small refund;

Well, he would probably be glad to receive a much larger refund; wait time included. ( I know I would).

Thank you for your comments!

[Randall]

I have several this year who missed the Oct 15 deadline.  I'll prepare and file their 2020 returns.  And a new client recently called, needs both 2019 and 2020, should be fairly simple.  But I don't like to go back any additional years.  

[Catherine]

15 hours ago, DANRVAN said:

I have paper filed a few this year with form 1310 and they received refunds in a reasonable amount of time

Your clients have been substantially luckier than mine, then. Might be highly dependent on what center the returns go to.