Protective Claim Filings for ACA-Related Refunds

Technical topics regarding tax preparation.
#21
COGS  
Posts:
256
Joined:
10-Oct-2014 3:57pm
Location:
The south
Well, now that I have the individuals handled, I just thought about the trusts.
 

#22
COGS  
Posts:
256
Joined:
10-Oct-2014 3:57pm
Location:
The south
And it is postmarked right?
 

#23
Wiles  
Posts:
5058
Joined:
21-Apr-2014 9:42am
Location:
CA
Don't we have until 7/18/20 to file the claim?
 

#24
Posts:
792
Joined:
21-Apr-2014 11:29am
Location:
California
For tax returns filed by 04/15/2017 for the tax year 2016 - the due date for filing the ACA Protective claim (for 2016) is today - 07/15/2020.

Those tax returns filed under extension - the date would be the same date as it related to 2020 i.e - if 2016 return filed under extension was filed on 09/30/2017 - the the ACA Protective claim for 2016 would need to be filed by 09/30/2020.
 

#25
Wiles  
Posts:
5058
Joined:
21-Apr-2014 9:42am
Location:
CA
But 2016 tax returns weren't due until 4/18/17. I guess that doesn't matter.
 

#26
Posts:
792
Joined:
21-Apr-2014 11:29am
Location:
California
Unfortunately - it does today.
 

#27
Posts:
1716
Joined:
28-Jul-2017 12:08pm
Location:
Somewhere out there...
the 4/18/20 date was pushed out to 7/15/20
 

#28
Wiles  
Posts:
5058
Joined:
21-Apr-2014 9:42am
Location:
CA
Duh! Long night last night. Never mind... :oops:
 

#29
Taxctfl  
Posts:
145
Joined:
1-Jul-2019 7:47pm
Location:
UT
Reviving this thread - how does the timeline apply to those in federal declared disaster zones (Irma) with relief granted until January 31, 2018? Do filers, regardless of time filed, have until that date to file the protective claim? For example - (1) John Doe filed his 2016 1040 on April 01, 2017 but was in a federal declared disaster zone. Does John have have until January 31, 2021 or July 15, 2020 to file a protective claim? And (2) Jane Doe filed an extension but was in a federal declared disaster zone and ultimately filed her 2016 1040 on October 31, 2017. Does Jane have until October 31, 2020 or January 31, 2021 to file her protective claim?
 

Previous

Return to Taxation



Who is online

Users browsing this forum: Google [Bot] and 113 guests