shf1957
Level 7

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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BobKamman
Level 15

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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shf1957
Level 7

Thank you!

 

BobKamman
Level 15

"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?