my fault, any hope?

chery2May 12, 2004

We had a huge tax bill + penalty this year, all due to ignorance. When we moved, I tossed all old tax files, bank statements older than 03, and vowed to use our new space for a better filing system; I'm saving EVERYTHING. Just yesterday came a letter from the state saying they were unable to find a state tax return from us for taxable year 2001. It's possible that was the one rare year we got a small refund, but I can't prove it. Assuming we DID pay, as we almost always owe, I've emailed my bank to see if they can access checks that old, since canceled checks don't come with our statements anymore.

The letter says the penalty is $144, but the interest column is blank. Is there anything I can do? Thanks, chery2

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I'm assuming you do your own taxes, so you couldn't ask your accountant, or H&R Block, for copies?

    Bookmark   May 13, 2004 at 12:30PM
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Son-in-law did them and saved them on his hard drive. He brought me copies this morning. Apparently, we were red-flagged for not PAYING; in 2001 we actually got a refund, which hasn't happened in many years.

    Bookmark   May 13, 2004 at 3:53PM
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