TAX 101

Be careful

Watch out for a scam email that may read, ‘Notification of IRS Audit & Investigation.’ The email may direct you to download a “secure” file (in some cases via sites like Cognito Forms) and submit documentation, but in fact the link leads to a fraudulent site that may steal your data or install malware. For more info on phishing scams, go to www.IRS.gov/phishing

https://www.irs.gov/individuals/transcript-types-and-ways-to-order-them #:~:text=Ways%20to%20Get,Tax%20Return.

Ways to Get Transcripts
You may register to use Get Transcript Online to view, print, or download all transcript types listed below.

If you're unable to register, or you prefer not to use Get Transcript

Online, you may order a tax return transcript and/or a tax account transcript through Get Transcript by Mail or by calling 800-908-9946. Please allow 5 to 10 calendar days for delivery.

You may also request any transcript type listed below by submitting Form 4506-T, Request for Transcript of Tax Return.

Tax Queen

Tax Tips with Tiff

Final Day for Electronic Filing of 2020 Returns
Saturday, Nov. 18, 2023 is also the last day that Tax Year 2020 returns can be electronically filed.

An original return claiming a refund must be filed within 3 years of its due date for a refund to be allowed in most instances. After the expiration of the three-year period, the refund statute generally prevents the issuance of a refund check and the application of any credits, including overpayments of estimated or withholding taxes, to other tax years that are underpaid. However, the statute of limitations for the IRS to assess and collect any outstanding balances doesn't start until a return has been filed. In other words, there's no statute of limitations for assessing and collecting the tax if no return has been filed.