Tax

Have a Tax Question? Ask a Tax Expert

Ask an Expert,
Get an Answer ASAP!

Tax
This answer was rated:

I recently filed amended federal tax returns (1040x) for

2013 and 2014. I have...
I recently filed amended federal tax returns (1040x) for 2013 and 2014. I have received a refund for 2014 and am answering some additional questions for 2013. Do I need to file amended tax returns for state tax returns. My calculations show that I should receive a refund on both.
Show More
Show Less
Ask Your Own Tax Question
Answered in 4 minutes by:
9/25/2017
Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 13,004
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
Verified

You should if this generates a refund. And depending on the state, you may get an automatic notice to file at some point in the future. (Many times these systems force you to file in order to document withholding amounts).

...

And in most states, there is no statute of limitations on assessing a tax when a federal return was amended and no state return was amended.

...

States have been more aggressive in attempts to collect revenue over the last several years. I have clients that have come to me when getting state assessments from as long as 15 years ago.

...

Filing the amended returns may preempt future problems.

Ask Your Own Tax Question

Please let me know if you have ANY questions at all, before rating me.

If this has helped, and you DON’T have other questions … I'd appreciate a positive rating (using the stars or faces on your screen, and then clicking “submit")

I hope that you’ll rate me based on my accuracy and thoroughness, rather than any good news/bad news content.

That’s the only way JustAnswer.com will compensate me for the work here.

Thanks,

Lane

I hold a law degree (J.D.), with concentration in Tax Law, Estate law & Corporate law, an MBA in finance, a BBA, and CFP & CRPS (Chartered Retirement Plans Specialist) designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice 1986

Ask Your Own Tax Question
Customer reply replied 2 months ago
Do you know what the situation is with Massachusetts?

Let me check

Ask Your Own Tax Question

Looks like you're ok..see the first link on this page (I'd still keep documentation of payments/withholding)

...

http://www.mass.gov/dor/individuals/filing-and-payment-information/guide-to-personal-income-tax/administrative-tax/federal-changes.html

Ask Your Own Tax Question

From there: (A different issue from the lack of a statute for an assessment when they feel that you owe more).

...

Personal Income Tax
If, as a result of a change by the federal government in a taxpayer's federal taxable income, a taxpayer believes that a lesser tax was due the Commonwealth than was previously paid, the taxpayer may apply to the Commissioner of Revenue for an abatement within one (1) year of the date of notice of the final determination by the federal government. The one-year rule also applies to a final determination of a change made by the IRS, which was initiated by the filing of an amended federal return by the taxpayer. For further information, see Chapter 485 of the Acts of 1998.

Ask Your Own Tax Question

Closer to the issue is the following:

...

Taxpayer Assessments - To Report an Increase in Tax as a Result of a Federal Change:

  • Personal Income Tax - Within One Year from Taxpayer's Receipt of Notice of Final Federal Determination:
    Massachusetts requires that, if the federal taxable income of a taxpayer is finally determined by the federal government to be different from the taxable income as originally reported, such final determination should be reported on an application for abatement, accompanied by payment of any additional tax due and be received by DOR or be postmarked by the United States mail within one year from taxpayer's receipt of notice of such final federal determination.

...

ANd even closer (but again this deals with MORE being owed):

...

  • Taxpayer Does Not Report the Change - Two Years from DOR's Receipt of Information from the Federal Government:
    If the taxpayer does not report the change, DOR has two years from DOR's receipt of the information from the federal government to assess any additional tax resulting from the federal change, regardless of any other assessment limitations.
Ask Your Own Tax Question

Because they've dealt with the issues as they have, it might be a fairly safe assumption that they are not going to assess the tax owed (as if the withholding or payment wasn't done) and they will simply treat this as what they call an "excess collection."

...

If you don't WAN'T to file the amended return to get the additional refund, again, I'd simply be sure to keep documentation,

...

But because when one NEVER files, there is no statute of limitation (the clock never starts ticking) and I HAVE seen states simply make people prove MANY years after the event that they did file, because of this issue (said differently, using that excuse, that when a return isn't filed, the statutory clock never starts ticking) there's another reason to keep your documentation

Ask Your Own Tax Question

If this has helped, and you DON’T have other questions … I'd appreciate a positive rating, using the stars or faces on your screen, and then clicking “submit" – You may need to scroll up to see the stars.

...

But if you need more on this, please let me know.

Lane

Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 13,004
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
Verified
Lane and 87 other Tax Specialists are ready to help you
Ask your own question now
Ask Lane Your Own Question
Lane
Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 13,004
13,004 Satisfied Customers
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986

Lane is online now

A new question is answered every 9 seconds

How JustAnswer works:

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

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.WMatteson, 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.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, 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.

OrvilleHesperia, 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!!!!

AlexLos 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.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,300 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,336 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

Robin D.

Robin D.

Senior Tax Advisor 4

13,906 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,651 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

R. Klein, EA

R. Klein, EA

Enrolled Agent

1,839 satisfied customers

Over 20 Years experience

< Previous | Next >

Related Tax Questions
W, is there a amend tax return there at IRS there for me? My
Hi, my name is ***** ***** Miller, is there a amend tax return there at IRS there for me? … read more
Fred Rook
Fred Rook
Corporate Controller
BSBA
42 satisfied customers
Wanted to know if there was statute of limitations on ga
Wanted to know if there was statute of limitations on ga back taxes … read more
Chad CFP ®
Chad CFP ®
Certified Financial Planner(R), Pro
Master\u0027s Degree
872 satisfied customers
I am considering filing as an Non-Profit for the tax
i am considering filing as an Non-Profit for the tax advantage but do not know that it would work for me. I am just using this as a tax shelter as I will be owing lots more money in taxes as a single … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
13,906 satisfied customers
What rate of withholding is applicable for a domestic
What rate of withholding is applicable for a domestic partnership with 2 foreign partners upon the selling of a rental property in US. … read more
Lane
Lane
JD, CFP, MBA, CRPS
13,004 satisfied customers
Impact of tax changes on filing amended returns... Client
Impact of tax changes on filing amended returns... Client filed a 2016 tax return on time in 2017. If the tax laws change significantly, which laws apply when amended returns are filed... the tax laws… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,592 satisfied customers
Does a non-resident alien need to file a tax return on
Does a non-resident alien need to file a tax return on interest income received from a US business loan?… read more
Lane
Lane
JD, CFP, MBA, CRPS
13,004 satisfied customers
Lev, I am preparing federal unfiled tax returns for a client
Good morning Lev, I am preparing federal unfiled tax returns for a client of mine. I am also ready to finalize the 2014 tax return and there is an NOL created on his return. The client has already fil… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
For a ny state partnership tax return, if you file an
For a ny state partnership tax return, if you file an extension but don't pay anything and then end up owing a lot. Do they still recognize the extension or do they charge a failure to pay penalty (fo… read more
Lane
Lane
JD, CFP, MBA, CRPS
13,004 satisfied customers
What are the federal and Oregon state taxes on profit of
What are the federal and Oregon state taxes on profit of sale of my home. My wife and I are age 81 and 77 respectively. I expect the profit will be about $400,000. … read more
abci168
abci168
Principal
27 satisfied customers
I filed for federal tax extension and was approved, file
I filed for federal tax extension and was approved, file under married separate, after divorce finalized, in divorce decreed I am to file singe from 2016 forward, so do I have to complete the extensio… read more
Chad CFP ®
Chad CFP ®
Certified Financial Planner(R), Pro
Master\u0027s Degree
872 satisfied customers
Is there a statute of limitation for sales tax in ohio?
Is there a statute of limitation for sales tax in ohio? … read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,592 satisfied customers
R I TOWNS AUTO TAX - IS THE STATUTE OF LIMITATIONS 15 YEARS
R I TOWNS AUTO TAX - IS THE STATUTE OF LIMITATIONS 15 YEARS -FOR THE COLLECTION OF PAST AUTO TAXS … read more
abci168
abci168
Principal
27 satisfied customers
Tax CPA question: amended tax returns 1: I have received
Tax CPA question: amended tax returns1: I have received CP2000 for 2015 tax. I forgot to add one financial institution's DIV so I agreed CP2000 and just paid the amount on CP2000 to IRA.2. After that,… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
1045 and an amended tax return. 2015 tax return had a $ 248K
1045 and an amended tax return.2015 tax return had a $ 248K NOL. I prepared the 2015 tax return and a 1045 to carryback the loss back two years. All of the loss was used up on the 1045.In preparing th… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
Is there a statutory limitation on collecting withholding
Is there a statutory limitation on collecting withholding taxes which were not filed with the state of Arizona?… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,592 satisfied customers
What is the deadline for the last federal tax return for a
What is the deadline for the last federal tax return for a closed business? Is it within 2 months after the company is closed? Thanks.… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,252 satisfied customers
I am have filed an amended tax return because I mistakenly
i am have filed an amended tax return because I mistakenly claimed my 18 year old's daughter's income ( a little over $1000) on my taxes. I thought that this is what I was supposed to do since she was… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
TAX: Is there a statute of limitations for filing tax
TAX: Is there a statute of limitations for filing tax returns? Taxpayer has not filed since 2005 and wants to file 2006 - 2014. 2015 and 2016 are filed.… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x