Fall River, MA asked in Tax Law for Massachusetts

Q: Is it possible to get a refund back from the IRS because it was filed beyond 3 years?

My 2011 tax return was completed but the originals to be mailed were accidentally filed with the copies. The taxes were eventually mailed in November 2016. When the IRS was contacted recently they stated that since the tax return was filed beyond the 3 year limit (which I was unaware of the statue of limitations), that I forfeited the refund to the US Treasury. Is there any recourse in getting my refund?

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1 Lawyer Answer
Matthew M Montoya
Matthew M Montoya
Answered
  • Tax Law Lawyer
  • Lone Tree, CO

A: It wasn't clear what you meant by the return was accidentally filed with the copies. It sounded like you sent the return to the IRS. In any event, the short answer is probably "no". If you could somehow prove that you properly sent the returns to the IRS on time, and that the IRS made an error in receiving but not processing the return, you may have a shot at getting a refund. That said, you'd have to prove which documents you sent to the IRS along with proof that you sent it as well as proof they got it. You could always give it a shot and call them with the situation, although I wouldn't get my hopes up.

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