Filed extension - need to file return?

#4 05-26-2006, 04:42 AM

There is no requirment to file unless she would get a
refund. BTW, an extension was not required to get a refund.
She has three years from the due date of the return to file
and get a refund.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >

#3 05-26-2006, 04:42 AM

Bill Lentz wrote:
- quote -

> Mike[at]irsos.com wrote:
> > Bill Lentz wrote:

> > > I have a friend who lost her w-2 and called me on the 17th
> > > asking what she should do. Based on what she told me, I
> > > knew she wouldn't be required to file (didn't make enough),
> > > but advised her to file an extension so she could file for a
> > > refund. When she found the w-2, turns out there was no
> > > federal withholding.
> > > > > Does the IRS expect a return since she filed an extension,
> > > or can she just not file anything?
> > > > > If she does file, should she file a state return (KY) -
> > > again she wouldn't meet filing requirements (and KY just
> > > accepts the Fed extension).

> > I do not feel comfortable answering this post without
> > knowing what she made and whether she had any dependents,
> > whether she was married, and whether she was claimed as a
> > dependent on another return

> Single, age 57, no dependents, made about $500

Filing could result in a refund of $36-40 from the Earned
Income Credit.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >

#2 05-25-2006, 12:53 AM

Mike[at]irsos.com wrote:
- quote -

> Bill Lentz wrote:

> > I have a friend who lost her w-2 and called me on the 17th
> > asking what she should do. Based on what she told me, I
> > knew she wouldn't be required to file (didn't make enough),
> > but advised her to file an extension so she could file for a
> > refund. When she found the w-2, turns out there was no
> > federal withholding.
> > > Does the IRS expect a return since she filed an extension,
> > or can she just not file anything?
> > > If she does file, should she file a state return (KY) -
> > again she wouldn't meet filing requirements (and KY just
> > accepts the Fed extension).

> I do not feel comfortable answering this post without
> knowing what she made and whether she had any dependents,
> whether she was married, and whether she was claimed as a
> dependent on another return

Single, age 57, no dependents, made about $500

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >

#1 05-24-2006, 04:37 PM

Bill Lentz wrote:

- quote -

> I have a friend who lost her w-2 and called me on the 17th
> asking what she should do. Based on what she told me, I
> knew she wouldn't be required to file (didn't make enough),
> but advised her to file an extension so she could file for a
> refund. When she found the w-2, turns out there was no
> federal withholding.
> Does the IRS expect a return since she filed an extension,
> or can she just not file anything?
> If she does file, should she file a state return (KY) -
> again she wouldn't meet filing requirements (and KY just
> accepts the Fed extension).

I do not feel comfortable answering this post without
knowing what she made and whether she had any dependents,
whether she was married, and whether she was claimed as a
dependent on another return

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >

05-24-2006, 04:37 PM

- quote -

> I have a friend who lost her w-2 and called me on the 17th
> asking what she should do. Based on what she told me, I
> knew she wouldn't be required to file (didn't make enough),
> but advised her to file an extension so she could file for a
> refund. When she found the w-2, turns out there was no
> federal withholding.

She still could be entitled to a refund due to the earned
income credit.

--
Don EA in Upstate NY

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >

#-1 05-23-2006, 05:58 AM

I have a friend who lost her w-2 and called me on the 17th
asking what she should do. Based on what she told me, I
knew she wouldn't be required to file (didn't make enough),
but advised her to file an extension so she could file for a
refund. When she found the w-2, turns out there was no
federal withholding.

Does the IRS expect a return since she filed an extension,
or can she just not file anything?

If she does file, should she file a state return (KY) -
again she wouldn't meet filing requirements (and KY just
accepts the Fed extension).

Thanks
Bill

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >

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