If I am due a refund and filed an extension with the IRS, when does the statute of limitations on the refund run out? ?

5 Answers

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  • 4 weeks ago

    3 years form original filing due date.

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  • 4 weeks ago

    It doesn't matter if you filed an extension or not if you are claiming a refund. You have until three years from the date a return was first due to file for and claim a refund. That means that as long as you file by April 15, 2020, you can still receive a refund you are due from 2016 (or 2017 or 2018).

    You must use the forms for the tax year in question, and those are readily available online at irs.gov

    If you never filed a return for a given year, you file a 1040. If you did file a return for a given year and you have new information that would give you an additional refund, you must use the 1040X to amend the original return.

    The only part filing an extension plays is to give you more time to complete and file a return. If you owe tax, you must still pay the estimated tax you owe with your application for an extension. If you don't pay on time, interest and penalties can start to accrue. If that happens, you don't even have to worry about missing the extension deadline, if you don't mind paying more in penalty and interest.

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  • Judy
    Lv 7
    4 weeks ago

    3 years after the original due date for that year's filing

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  • NA
    Lv 7
    4 weeks ago

    With the extension, three years from the extension. 

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  • 4 weeks ago

    Its not a staute of limitations, in this case, its more a matter of how long do you have to file to request the refund.  The answer is you have up to 3 years after the original form deadline to file for a refund.  So, for your 2019 taxes (return due by 4/15/20) you would have until April 15, 2023 to file, in order to get the refund owed.

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