What Back Tax Returns Do I Need to File?

Depending on the total amount (and type) of income- Also, the IRS will only allow you to receive a tax
you received during the year, you may not need to filerefund for three years after the due date of the return.
any.While it is always important to file all of your required
- Filing your federal tax returns is the most importanttax returns, if you are due a refund, it is especially
aspect to fixing any problems you may have with theimportant that you file your tax returns as soon as
IRS.possible. If you wait too long, the statute of limitations
- In the first place, the law requires each individual to fileon your refund can expire and you will be unable to
a return if they meet certain conditions. (If an individualreceive the refund when you finally file the return.
meets the conditions, it creates a "filing requirement").How Can I File My Missing Returns?
- In some instances when individuals owe money to- If you want to file your returns, but do not have the
the IRS, filing correct back tax returns may be all thatinformation needed to do so, you can contact the IRS
is required in order to eliminate the balance due or,to request your Wage & Income transcripts (often
perhaps, lower it significantly.referred to as, "IRPs" within the IRS).
- If an individual has a filing requirement, but does not- The IRS generally has the income information for
voluntarily file a tax return, the IRS can choose to file amost individuals from 2000-2008 (IRPs for each year
Substitute For Return ("SFR") on their behalf.come "on-line" for the Government in late May of the
- In some cases, the IRS will even assign a non-filer (or,following year). You can use this information as a
"delinquent taxpayer") to an individual known as aguideline for preparing your past due tax returns.
Revenue Officer. The Revenue Officer will pursue the- However, you will need to make sure that you have
individual to make certain that all required returns haveproof of all income and expenses listed on your return
been filed.in the case of an audit.
Which Returns Do I Need to File?See below to determine whether or not you have a
- The IRS requires that you file, at a minimum, the pastfiling requirement for a past due tax return. If your
six tax returns and the current year, although theygross income was higher than the amount specified
reserve the right to request as many unfiled returns asfor your filing status, you will need to file a return.
they need. If any of these years have a filingNOTE: If you are self-employed (i.e. you receive a
requirement and remain unfiled, the IRS will considerForm 1099-MISC for your income and/or have a
the taxpayer to be out of compliance (or,business), you have a filing requirement if your GROSS
"non-compliant").receipts are $400 or more, regardless of whether or
- If you have a balance due and want to resolve yournot your gross income was more than the amount
tax debt, the IRS will require that the taxpayer be inbelow.
compliance before setting up any sort of resolution.