modified tax return

Apr 24, 2010 4 Replies

How many years back can I file an amended tax return. I always filed timely for years but recently discovered issues that will provide me a substantial reduction in taxes.


Genrally three years from date filed or due date, whichever is later, or two years from last payment date in order to get a refund.

There are some unusual items that can be filed more than the 3 years, and still receive a refund, such as for stocks becoming worthless or for a bad debt, which is seven years.

It is 4 years years in many states.

Isn't there a rule that says you can file after more than 3 years, but the refund is limited by some complicated rules?

And specifically, your state may vary. California is four years and one year, respectively.

-Mark Bole

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