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OK, This one is a weird situation. Please take into consideration that her 2023 and 2024 federal taxes have not yet been processed through the irs office. She did receive a refund from the state for both years. The situation is that she filed with me for a prior and existing years... each year had a large fuel tax credit for the gallons of fuel used in the business. She just notified me that she received both NYS tax refunds but the IRS wants a copy of each fuel tax receipt showing the number of gallons. She just had major surgery and said she is not feeling up to taping each receipt to a piece of paper and going to a place to have copies made... just too much work for her. She asked me if i could just print a new set of tax returns with out the fuel tax credit for the federal and then amend the state returns since they were processed. I told her that usually you only amend/correct a return after it's processed such as the state...but I don't believe you can send in a new federal return with the changes. She said she'd write a letter and attach it to the new returns to just delete the first return efiled. What's your take on this? Has anyone ever done this? I told her I don't think this is feesable and if you did this they just might want to remove the total fuel expense as well as the fuel tax credit.
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I would reply to the IRS notice with a signed letter from her, withdrawing the claim for the tax credit and asking that the return be processed without it. Either an amended return or a new original return is going to end up being matched with the one already being worked, and leaving some IRS employee confused about what happened.
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"she is not feeling up to taping each receipt to a piece of paper and going to a place to have copies made."
And there is no friend or family member who is helping her through her recovery? Has the business been closed?
Does she have a smartphone and does she know how to use it as a camera? Can she take photos of the receipts, email them to you for forwarding to IRS?