How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask Merlo Your Own Question

Merlo
Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience:  25+ years tax consulting. Specializing in returns for US citizens living abroad
9573734
Type Your Tax Question Here...
Merlo is online now
A new question is answered every 9 seconds

am a single woman with 3 kids. Back in 1994,1995, and 1996

Customer Question

am a single woman with 3 kids. Back in 1994,1995, and 1996 I used to live in NY and used to babysit for a living. I filed for taxes and they never came. I totally forgot about it until 1 day back in 2005 I called the irs and the person told me that i had a pretty decent amount of money that was earning interest and that i need to get it out. Look i still babysit for a living (nanny) and I still get my income tax checks. But the irs wont give me that money cause according to them I need more information. This sis something that happend more than 10 years ago what can I do to get the money out since life is so expensive as it is and i truly need the money.
Submitted: 5 years ago.
Category: Tax
Expert:  Merlo replied 5 years ago.
Hello emer,

What type of information is the IRS asking you to provide?
Customer: replied 5 years ago.
Proof of me babysitting. which still am doing that and i claim myself self employed
Expert:  Merlo replied 5 years ago.
Hello again emer,

I am still a little confused as to just exactly what your situation is.

Are you saying that for the years 1994 through 1996, you filed tax returns and had a refund coming to you, but the refunds were never received?

If that is the case, has the IRS acknowledged that this money is due to you for those tax years?

Are they wanting proof that you did babysitting back in 1994 through 1996 or proof of your current babysitting job?


Customer: replied 5 years ago.

for # XXXXX

I never received the refunds

 

for # XXXXX

yes, they know they got the money, they wont give it

 

For # XXXXX

they want proof of the past ones not my current one

Expert:  Merlo replied 5 years ago.
And did you file a tax return for those 3 years?
Customer: replied 5 years ago.
Yes i did.
Expert:  Merlo replied 5 years ago.
Hello again emer,

One more question. Was part or all of the refund that you are due from claiming the earned income credit?

Customer: replied 5 years ago.

look am going to say i guess, back the when i did it i was 23 and not paying attention to what the man was doing. all i know is that the refund id there and they wont release it and i need to find a way to do it

 

Expert:  Merlo replied 5 years ago.
Hello again emer,

I would have to assume that all or at least a good portion of your refund is due to the earned income credit being claimed, otherwise the IRS would not be asking you for this information.

The problem is that the earned income credit is a credit which is available to taxpayers who are in a low income bracket, and the credit is actually for an amount over and above any tax you ever actually paid in. When that is the case, if you report earnings from self employment, the IRS wants to see proof that you really had that income.

If you had been employed in a regular job, then the IRS would have earnings records from your employer. However, in the case of someone like you who is self employed, it becomes your obligation to provide proof of the employment.

In order to be eligible to receive the earned income credit, a taxpayer must have at least some income for the year. The problem is that there are some taxpayers who try to "abuse" this credit by reporting a small amount of income from self employment, just to qualify for the credit, even though they really had no income at all. That is why the IRS asks for proof of this type employment, and so you will have to show them something that can substantiate that you actually had this income.

I realize that it may be difficult for you to come up with such proof after all these years, but that will be the only way you can have this refund released and sent to you.

If you can possibly contact any of the people that you worked for during those years and have them sign an affidavit or statement which verifies that you performed babysitting services for them, this might satisfy the IRS requirements. But you will definitely need to show them something which verifies that you did have income from babysitting for those years, otherwise they will not release these refunds.

Thank you emer, and please let me know if you have more questions.






Customer: replied 5 years ago.

do you think that maybe i can get a copy of does tax files from the irs?

 

Expert:  Merlo replied 5 years ago.
Hello again emer,

Unfortunately, the IRS does not keep copies of any tax returns that are over 7 years old, so it would be impossible to get a copy from the IRS.

The only way you might possibly get a copy of your return is if you could locate the person who filed your taxes for you, and even then, he may not have records that go back that far.

I think your easiest solution will be to try and get a signed statement from at least one or two of the individuals that you worked for. I realize that may not really be easy, but I am afraid that it will be next to impossible for you to get a copy of these returns due to their age.

If this was helpful please press the Accept button.

Thank you again emer, and please let me know if you have more questions.



JustAnswer in the News:

 
 
 
Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.
 
 
 

What Customers are Saying:

 
 
 
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
< Last | Next >
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
  • I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight. Bonnie Chesnee, SC
  • Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation. John Minneapolis, MN
  • Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. Orville Hesperia, California
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA
 
 
 

Meet The Experts:

 
 
 
  • Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
< Last | Next >
  • http://ww2.justanswer.com/uploads/KU/KUMI95/2013-9-30_195031_kumar.64x64.jpg Wallstreet Esq.'s Avatar

    Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
  • http://ww2.justanswer.com/uploads/CU/Cuttinggirl/2011-10-29_03719_wcrop2.64x64.jpg Wendy Reed's Avatar

    Wendy Reed

    Enrolled Agent

    Satisfied Customers:

    3052
    15+ years tax preparation and tax advice.
  • http://ww2.justanswer.com/uploads/CATax/2009-08-04_204548_Mark.jpg Mark D's Avatar

    Mark D

    Enrolled Agent

    Satisfied Customers:

    985
    MBA, EA, Specializing in Business and Individual Tax Returns and Issues
  • http://ww2.justanswer.com/uploads/IN/insearchoftheanswer/2013-8-16_0233_attorney.64x64.jpg Richard's Avatar

    Richard

    Tax Attorney

    Satisfied Customers:

    3229
    29 years of experience as a tax, real estate, and business attorney.
  • http://ww2.justanswer.com/uploads/MY/MyVirtualCPA/2012-7-5_44024_cookmegan1.64x64.jpg Megan C's Avatar

    Megan C

    Certified Public Accountant (CPA)

    Satisfied Customers:

    6121
    Licensed CPA, CFE, CMA who teaches accounting courses at Master's Level
  • http://ww2.justanswer.com/uploads/JG/jgordosea/2012-6-7_43138_GordosVeritas.64x64.jpg jgordosea's Avatar

    jgordosea

    Enrolled Agent

    Satisfied Customers:

    2783
    I've prepared all types of taxes since 1987.
  • http://ww2.justanswer.com/uploads/OZ/ozaukeecpa/2012-6-7_193219_Picture1croppedandshrunk.64x64.jpg MequonCPA's Avatar

    MequonCPA

    Certified Public Accountant (CPA)

    Satisfied Customers:

    2231
    CPA, Over 30 yrs experience w/individuals and small businesses. Masters in Tax.
 
 
 
Chat Now With A Tax Professional
Merlo
Merlo
9646 Satisfied Customers
25+ years tax consulting. Specializing in returns for US citizens living abroad