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03 Oktober 2008

Re: [taxchat] Hasn't filed a tax return since 1999

Filing a 4506-T is free, and you just get a transcript of the return. It's a computer printout of all the entries on the return.
 
Filing a 4506 costs $39, and for that you get an actual copy of the return.
 
I would file the free 4506-T first, especially since they don't know if they still have it.  If you get the transcript and it doesn't show what you need, you can still file the 4506 and pay the $39.
 
Sent: Friday, October 03, 2008 3:46 PM
Subject: Re: [taxchat] Hasn't filed a tax return since 1999

I called the IRS to order the last tax return filed -- 1998.  The IRS lady on the other end of the line told me I had to submit a 4506-T in writing and send in $39.  She also said they probably don't have it.  Does this sound right to any of you?  The 4506-T instructions don't say anything about sending in $39.  Why in the world wouldn't they still have it?

Donna Donna L. Loeffler, CPA 936 Church Avenue St. Charles, MN 55972 (507) 251-8119 dllcpa@hbci.com The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individual(s) named above.  Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws.  If you are not the intended recipient, do not further disseminate this message.  If this message was received in error, please notify the sender and delete it. IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.


Lynne Ayton wrote:

and ATX should have the forms from those years, even on the new programs.
lynne


John Stevens, Equi-Tax wrote:

Donna,

Have you asked ATX or another practitioner that uses ATX for the old programs?  I would think they would give them to you.  I got a lot of old programs from Drake and other practitioners when I bought Drake in 2000 going all the way back to 1987.  It saves a lot of handwriting and time.  I would think your license covers all of ATX's old stuff.

John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax
1870 - 50th St. E., Suite 8
Inver Grove Heights, MN 55077
651-773-5000
FAX 651-457-4529
equitax@unique-software.com
www.equitax.net

  
 No virus found in this incoming message. Checked by AVG.  Version: 7.5.524 / Virus Database: 270.7.5/1703 - Release Date: 10/2/2008 7:46 AM

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IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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Re: [taxchat] Hasn't filed a tax return since 1999

Now that I see the 4506, it says that returns are only kept for 7 years.  So, I can't get a copy, anyway.  The State of Minnesota said they want returns from 1999 on.  They don't stop at 2002 like the IRS does. Wow.  I hope the client has a copy.  He is trying to find it.

Donna Donna L. Loeffler, CPA 936 Church Avenue St. Charles, MN 55972 (507) 251-8119 dllcpa@hbci.com The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individual(s) named above.  Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws.  If you are not the intended recipient, do not further disseminate this message.  If this message was received in error, please notify the sender and delete it. IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.


John Stevens, Equi-Tax wrote:

Donna,

 

The 4506 requires a fee of $39 per return requested when you’re requesting an actual copy of the return and W-2’s, etc., but the 4506-T is used not to request a copy of the return, only a transcript of the return, and doesn’t call for a fee.

 

If you’re trying to get a copy of the return, use the 4506.

John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax
1870 - 50th St. E., Suite 8
Inver Grove Heights, MN 55077
651-773-5000
FAX 651-457-4529
equitax@unique-software.com
www.equitax.net

 

From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com] On Behalf Of Donna L Loeffler CPA
Sent: 10/03/2008 3:47 PM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] Hasn't filed a tax return since 1999

 

I called the IRS to order the last tax return filed -- 1998.  The IRS lady on the other end of the line told me I had to submit a 4506-T in writing and send in $39.  She also said they probably don't have it.  Does this sound right to any of you?  The 4506-T instructions don't say anything about sending in $39.  Why in the world wouldn't they still have it?

Donna
Donna L. Loeffler, CPA
936 Church Avenue
St. Charles, MN 55972
(507) 251-8119
dllcpa@hbci.com
The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the inividual(s) named above.  Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws.  If you are not the intended recipient, do not further disseminate this message.  If this message was received in error, please notify the sender and delete it.
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
 



Lynne Ayton wrote:

and ATX should have the forms from those years, even on the new programs.
lynne


John Stevens, Equi-Tax wrote:

Donna,

 

Have you asked ATX or another practitioner that uses ATX for the old programs?  I would think they would give them to you.  I got a lot of old programs from Drake and other practitioners when I bought Drake in 2000 going all the way back to 1987.  It saves a lot of handwriting and time.  I would think your license covers all of ATX’s old stuff.

John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax
1870 - 50th St. E., Suite 8
Inver Grove Heights, MN 55077
651-773-5000
FAX 651-457-4529
equitax@unique-software.com
www.equitax.net

  

 
  
  
 
No virus found in this incoming message.
Checked by AVG. 
Version: 7.5.524 / Virus Database: 270.7.5/1703 - Release Date: 10/2/2008 7:46 AM
  
 
 No virus found in this incoming message. Checked by AVG.  Version: 7.5.524 / Virus Database: 270.7.5/1705 - Release Date: 10/3/2008 8:18 AM

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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Re: [taxchat] Hasn't filed a tax return since 1999

Thanks, John, I definitely need the copy and not a transcript.

Donna Donna L. Loeffler, CPA 936 Church Avenue St. Charles, MN 55972 (507) 251-8119 dllcpa@hbci.com The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individual(s) named above.  Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws.  If you are not the intended recipient, do not further disseminate this message.  If this message was received in error, please notify the sender and delete it. IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.


John Stevens, Equi-Tax wrote:

Donna,

 

The 4506 requires a fee of $39 per return requested when you’re requesting an actual copy of the return and W-2’s, etc., but the 4506-T is used not to request a copy of the return, only a transcript of the return, and doesn’t call for a fee.

 

If you’re trying to get a copy of the return, use the 4506.

John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax
1870 - 50th St. E., Suite 8
Inver Grove Heights, MN 55077
651-773-5000
FAX 651-457-4529
equitax@unique-software.com
www.equitax.net

 

From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com] On Behalf Of Donna L Loeffler CPA
Sent: 10/03/2008 3:47 PM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] Hasn't filed a tax return since 1999

 

I called the IRS to order the last tax return filed -- 1998.  The IRS lady on the other end of the line told me I had to submit a 4506-T in writing and send in $39.  She also said they probably don't have it.  Does this sound right to any of you?  The 4506-T instructions don't say anything about sending in $39.  Why in the world wouldn't they still have it?

Donna
Donna L. Loeffler, CPA
936 Church Avenue
St. Charles, MN 55972
(507) 251-8119
dllcpa@hbci.com
The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the inividual(s) named above.  Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws.  If you are not the intended recipient, do not further disseminate this message.  If this message was received in error, please notify the sender and delete it.
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
 



Lynne Ayton wrote:

and ATX should have the forms from those years, even on the new programs.
lynne


John Stevens, Equi-Tax wrote:

Donna,

 

Have you asked ATX or another practitioner that uses ATX for the old programs?  I would think they would give them to you.  I got a lot of old programs from Drake and other practitioners when I bought Drake in 2000 going all the way back to 1987.  It saves a lot of handwriting and time.  I would think your license covers all of ATX’s old stuff.

John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax
1870 - 50th St. E., Suite 8
Inver Grove Heights, MN 55077
651-773-5000
FAX 651-457-4529
equitax@unique-software.com
www.equitax.net

  

 
  
  
 
No virus found in this incoming message.
Checked by AVG. 
Version: 7.5.524 / Virus Database: 270.7.5/1703 - Release Date: 10/2/2008 7:46 AM
  
 
 No virus found in this incoming message. Checked by AVG.  Version: 7.5.524 / Virus Database: 270.7.5/1705 - Release Date: 10/3/2008 8:18 AM

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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RE: [taxchat] Hasn't filed a tax return since 1999

Donna,

 

The 4506 requires a fee of $39 per return requested when you’re requesting an actual copy of the return and W-2’s, etc., but the 4506-T is used not to request a copy of the return, only a transcript of the return, and doesn’t call for a fee.

 

If you’re trying to get a copy of the return, use the 4506.

John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax
1870 - 50th St. E., Suite 8
Inver Grove Heights, MN 55077
651-773-5000
FAX 651-457-4529
equitax@unique-software.com
www.equitax.net

 

From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com] On Behalf Of Donna L Loeffler CPA
Sent: 10/03/2008 3:47 PM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] Hasn't filed a tax return since 1999

 

I called the IRS to order the last tax return filed -- 1998.  The IRS lady on the other end of the line told me I had to submit a 4506-T in writing and send in $39.  She also said they probably don't have it.  Does this sound right to any of you?  The 4506-T instructions don't say anything about sending in $39.  Why in the world wouldn't they still have it?

Donna
Donna L. Loeffler, CPA
936 Church Avenue
St. Charles, MN 55972
(507) 251-8119
dllcpa@hbci.com
The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individual(s) named above.  Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws.  If you are not the intended recipient, do not further disseminate this message.  If this message was received in error, please notify the sender and delete it.
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
 



Lynne Ayton wrote:

and ATX should have the forms from those years, even on the new programs.
lynne


John Stevens, Equi-Tax wrote:

Donna,

 

Have you asked ATX or another practitioner that uses ATX for the old programs?  I would think they would give them to you.  I got a lot of old programs from Drake and other practitioners when I bought Drake in 2000 going all the way back to 1987.  It saves a lot of handwriting and time.  I would think your license covers all of ATX’s old stuff.

John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax
1870 - 50th St. E., Suite 8
Inver Grove Heights, MN 55077
651-773-5000
FAX 651-457-4529
equitax@unique-software.com
www.equitax.net

  

 
  
  
 
No virus found in this incoming message.
Checked by AVG. 
Version: 7.5.524 / Virus Database: 270.7.5/1703 - Release Date: 10/2/2008 7:46 AM
 

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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Re: [taxchat] Hasn't filed a tax return since 1999

I called the IRS to order the last tax return filed -- 1998.  The IRS lady on the other end of the line told me I had to submit a 4506-T in writing and send in $39.  She also said they probably don't have it.  Does this sound right to any of you?  The 4506-T instructions don't say anything about sending in $39.  Why in the world wouldn't they still have it?

Donna Donna L. Loeffler, CPA 936 Church Avenue St. Charles, MN 55972 (507) 251-8119 dllcpa@hbci.com The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individual(s) named above.  Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws.  If you are not the intended recipient, do not further disseminate this message.  If this message was received in error, please notify the sender and delete it. IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.


Lynne Ayton wrote:

and ATX should have the forms from those years, even on the new programs.
lynne


John Stevens, Equi-Tax wrote:

Donna,

 

Have you asked ATX or another practitioner that uses ATX for the old programs?  I would think they would give them to you.  I got a lot of old programs from Drake and other practitioners when I bought Drake in 2000 going all the way back to 1987.  It saves a lot of handwriting and time.  I would think your license covers all of ATX’s old stuff.

John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax
1870 - 50th St. E., Suite 8
Inver Grove Heights, MN 55077
651-773-5000
FAX 651-457-4529
equitax@unique-software.com
www.equitax.net

  
 
 No virus found in this incoming message. Checked by AVG.  Version: 7.5.524 / Virus Database: 270.7.5/1703 - Release Date: 10/2/2008 7:46 AM

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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