Simplitax

Working with you this past year has been an amazing venture. Best wishes for a merry Christmas and a new year of continued teamwork.

November is the time to be thankful, a time to remember, and to embrace those who enrich our lives. We are thankful for a lot of things, but most of all our wonderful clientele!

Thank you for another great year.

After filing a 2021 tax return, keep these three issues in mind:

1) You can check on your refund by going to irs.gov. Click on “Get Your Refund Status.”

2) Some tax records can now be thrown out. You should generally save statements, receipts, etc. for three years after filing (those related to the 2018 tax year). However, keep the actual returns indefinitely. There are exceptions to the general rule.

3) If you forgot something, you can file an amended tax return.

In general, you can file Form 1040-X to claim a refund within three years after the date you filed the original return or within two years of the date you paid the tax, whichever is later. Questions? Contact us.