Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

This answer was rated:

I prepared my 2016 tax form 1099. I am due a refund. Can I…

I prepared my 2016...

I prepared my 2016 tax form 1099. I am due a refund. Can I just mail the form along with my 2017 return?

Accountant's Assistant: The Accountant will know how to help. Please tell me more, so we can help you best.

I have prepared both my 2016 and 2017 tax returns. Can I put them in the same envelop? Do I have to do anything special with the 2016 return since it is late?

Accountant's Assistant: Is there anything else the Accountant should be aware of?

I don't think so. I am due a refund both years which the IRS will just take because I owe $1300 from several years ago.

Show More
Show Less
Ask Your Own Tax Question
Answered in 3 minutes by:
3/17/2018
Barbara
Barbara, Enrolled Agent
Category: Tax
Satisfied Customers: 5,766
Experience: 20+ years of experience in tax preparation; 30+ years of experience as a real estate/corporate paralegal.
Verified

Welcome to Just Answer. My name is ***** ***** I will be happy to assist you.

You will mail your 2016 and 2017 tax returns in SEPARATE envelopes. Mail each by certified mail, return receipt requested.

It doesn't matter that the 2016 tax return is filed late because you are due a refund. A penalty is assessed only when you owe money and file late.

If you owe for a prior year, the IRS will usually keep your refund to satisfy what you owe, but I have seen instances where the refund was issued even though taxes were owed.

Please let me know if I can assist you further.

Thank you and best regards,

Barb

Ask Your Own Tax Question
Customer reply replied 1 month ago
Excellent response. Easy to understand. One more question. I am on limited income. My combined refunds are $734. I owe 1300 is there a way to have irs accept this as payment in full?
Customer reply replied 1 month ago
Sorry don't have $52 for additional information. But thanks for your response.

Offers of phone calls are system generated. Please ignore it.

Barbara
Barbara, Enrolled Agent
Category: Tax
Satisfied Customers: 5,766
Experience: 20+ years of experience in tax preparation; 30+ years of experience as a real estate/corporate paralegal.
Verified
Barbara and 87 other Tax Specialists are ready to help you
Ask your own question now
Phone call session started

Are you sure you want a phone call at the additional charge?

Ask Your Own Tax Question

The IRS will not accept a lesser amount than what is owed unless you go through the formal procedure of an Offer in Compromise.

Ask Your Own Tax Question
Customer reply replied 1 month ago
No. Please don't call or charge me. No additional money on that debit card. Thanks, Barbara.

Not a problem. I thought it was a mistake. That's why I asked.

Ask Your Own Tax Question

Thank you for the positive rating of my answer. It is very much appreciated.

Enjoy the rest of you weekend!

Ask Your Own Tax Question
Customer reply replied 1 month ago
Thanks. Tell your boss that's I said you should get a raise for being so prompt answering and give straight advice. Also thanks for not charging. Some online things trick you into additional fees. Lenore

Lenore,

I'm not an employee. I'm a user on this site just like you, but I am an expert who answers questions.

Thank you for your kind words.

You made my day!

Barb

Ask Your Own Tax Question
Was this answer helpful?
Ask Barbara Your Own Question
Barbara
Barbara
Barbara, Enrolled Agent
Category: Tax
Satisfied Customers: 5,766
5,766 Satisfied Customers
Experience: 20+ years of experience in tax preparation; 30+ years of experience as a real estate/corporate paralegal.

Barbara 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

1,338 satisfied customers

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

Richard

Richard

Tax Attorney

4,451 satisfied customers

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

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

56 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,124 satisfied customers

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

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 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.

< Previous | Next >

Related Tax Questions
When a married couple files a joint income tax return, is
When a married couple files a joint income tax return, is there a way to determine how much tax to pay for the separate property income minus expenses, and how much for the community property income m… read more
abci168
abci168
Principal
27 satisfied customers
VA income tax return form 760, Line 16, “ Taxable Income -
VA income tax return form 760, Line 16 , “Virginia Taxable Income - Subtract Line 15 from Line 9” what are the two bubbles “DTD” and “LTD” ? Should I fill in one ?… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
Error on 2014 tax return. IRS advised us of error on 2014
IRS advised us of error on 2014 tax return - we pd money owed last year. Do we need to enter anything on 2017 return to show taxes paid? … read more
Barbara
Barbara
Enrolled Agent
5,766 satisfied customers
On line 17, Form 1120 ,C Corp Federal Tax return are state
On line 17, Form 1120 ,C Corp Federal Tax return are state corporate income taxes deductible.If I am doing my Federal C Corp returns for 2017 are the state corporate income taxes due but not paid yet … read more
Barbara
Barbara
Enrolled Agent
5,766 satisfied customers
My mom is a dependent on my tax return with no work income.
Hello, my mom is a dependent on my tax return with no work income. She does receive few thousands of social security income. She received form 1095-A and says she is required to file a tax return. Whe… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Finally filing 2016 income tax returns. Filing as "married
Finally filing 2016 income tax returns. Filing as "married filing separate return". Did not live with spouse at all in 2016. What is she on my return: an exemption? a dependent? an alimony expense onl… read more
abci168
abci168
Principal
27 satisfied customers
I need forms of T-2209 & T-2036 for 2017 Income Tax Return.
I need forms of T-2209 & T-2036 for 2017 Income Tax Return. … read more
Dr. Arthur Rubin
Dr. Arthur Rubin
Doctoral Degree
172 satisfied customers
I am from Calfornia and sent Amended tax return 1040X to IRS
I am from Calfornia and sent Amended tax return 1040X to IRS at … read more
abci168
abci168
Principal
27 satisfied customers
I received a CP2000 from IRS for 2016 tax return I filed
Hi - I received a CP2000 from IRS for 2016 tax return I filed with Turbo tax. I think I entered the stock that I had vested and was sold to cover incorrectly ($6k was forced as sell to cover for taxes… read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,048 satisfied customers
What forms are needed with my tax return. Turbo Tax printed
What forms are needed with my tax return. Turbo Tax printed about 50 sheets and I have not been able to figure out which sheets are needed besides the four tax return forms are necessary. I believe Sc… read more
Barbara
Barbara
Enrolled Agent
5,766 satisfied customers
My MO income tax return was returned to me that I was not
My MO income tax return was returned to me that I was not getting any return I fax them my 1099 and a copy of the rent I paid in 2017 I am 68 years old could you check and see if that was received ant… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I received a letter from the IRS on my 2016 tax return. It
I received a letter from the IRS on my 2016 tax return. It show I owe $8531.00 in taxes (includes tax penalty & interest). … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
My tax return refund is being processed at the IRS, bit it
My tax return refund is being processed at the IRS, bit it has an incorrect routing and account number. Anything I can do? … read more
Fred Rook
Fred Rook
Corporate Controller
BSBA
125 satisfied customers
Tax If the IRS rejects a tax return, does this affect the
Tax If the IRS rejects a tax return, does this affect the statue of limitations? For example if a 2014 return was submitted before the deadline of the 3 year statute and the IRS rejects the return, ca… read more
Barbara
Barbara
Enrolled Agent
5,766 satisfied customers
This is in regards to a partnership tax return Form 1065 and
This is in regards ***** ***** partnership tax return Form 1065 and potentially amending it. The only reason for the amendment would be the distribution information on the K-1s was incorrect. Nothing … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I want to ask a question about Income tax return form 1040..
Hello I want to ask a question about Income tax return form 1040.. I want to fill form but My wife doesnt have any ssn number. She is housewife and she has no income. Which option should I choose from… read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
155 satisfied customers
I found an amended irs tax return for 2015 and my tax
I found an amended irs tax return for 2015 and my tax preparers form but it is incorrect I believe so I need to try to fix this. … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,124 satisfied customers
TAX PROFESSIONAL ONLY ONLY…NO ONE ELSE Gift Tax Return Form
EMC011075 TAX PROFESSIONAL ONLY ONLY…NO ONE ELSE Gift Tax Return Form 709 when not a CHECK I'm under the assumption when reporting gifts from Parent to Child; make sure the Market Value is Correct and… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor\u0027s Degree
2,913 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