Please Help = 68 yr-old has filed no claims in 20 yrs


P

PSAcom

In advance, thank you for your help.

I have just learned that my 68 year-old future
father-in-law, a man who has raised 6 wonderful children,
and worked very hard for them up until having heart problems
20 years ago, has not claimed any income tax deductions
--because he has not filed any annual federal or state
income tax claims-- for the past 20 years.

With his 3rd grade education, he thought that since he was
determined to be disabled 20 years ago and told he could not
work, that he could not file his annual federal/state income
tax claims.

During those 20 years he has regularly refinanced his home
every 3 -5 years to purchase a new vehicle, has had
out-of-pocket medical expenses not covered by Medicare,
etc., and has received social security after working from
1948, when his Father died, to 1983.

Can someone, please, make some general, or specific,
recommendations for me to help him determine if he has any
recourse to make back-claims, at the very least for the
deductible interest on his home-refinancings.

Any and all recommendations are greatly appreciated.

Thank You.
 
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J

John H. Fisher

In advance, thank you for your help.

I have just learned that my 68 year-old future
father-in-law, a man who has raised 6 wonderful children,
and worked very hard for them up until having heart problems
20 years ago, has not claimed any income tax deductions
--because he has not filed any annual federal or state
income tax claims-- for the past 20 years.

With his 3rd grade education, he thought that since he was
determined to be disabled 20 years ago and told he could not
work, that he could not file his annual federal/state income
tax claims.

During those 20 years he has regularly refinanced his home
every 3 -5 years to purchase a new vehicle, has had
out-of-pocket medical expenses not covered by Medicare,
etc., and has received social security after working from
1948, when his Father died, to 1983.

Can someone, please, make some general, or specific,
recommendations for me to help him determine if he has any
recourse to make back-claims, at the very least for the
deductible interest on his home-refinancings.

Any and all recommendations are greatly appreciated
The likelihood is that his income was not enough for him to
have to file. If that's the case, the only reason for
filing would be to make a claim for taxes withheld. If he
had no taxable income, deductions would be of no benefit.

"Jack" - John H. Fisher - (e-mail address removed)
Philadelphia, Pa - Atlantic City, NJ - West Wildwood, NJ
My Newsgroups & Boards at: http://members.aol.com/TaxService/index.html

Where Ignorance is bliss, 'tis folly to be wise!=:)
 
A

Arthur Kamlet

PSAcom said:
I have just learned that my 68 year-old future
father-in-law, a man who has raised 6 wonderful children,
and worked very hard for them up until having heart problems
20 years ago, has not claimed any income tax deductions
--because he has not filed any annual federal or state
income tax claims-- for the past 20 years.

With his 3rd grade education, he thought that since he was
determined to be disabled 20 years ago and told he could not
work, that he could not file his annual federal/state income
tax claims.

During those 20 years he has regularly refinanced his home
every 3 -5 years to purchase a new vehicle, has had
out-of-pocket medical expenses not covered by Medicare,
etc., and has received social security after working from
1948, when his Father died, to 1983.

Can someone, please, make some general, or specific,
recommendations for me to help him determine if he has any
recourse to make back-claims, at the very least for the
deductible interest on his home-refinancings.

Any and all recommendations are greatly appreciated.
If he had enough taxable income he should have filed a tax
return.

You have not told us, other than saying he receives social
security, whether he has taxable income or how much it is.

It is possible he does not have enough taxable income to file.

If he has too little taxable income, his mortgage interest and
property tax deductions are not useful to him.

__
Art Kamlet ArtKamlet @ AOL.com Columbus OH K2PZH
 
N

Nan Eklund

But has he had taxable income? Wages?
Interest? Dividends? Pension?
Without other income, his Social Security might not be
taxable at all, which means, he needn't file an income tax
return. The home mortgage loans are not income.

Nan, EA in LA
 
H

Harlan Lunsford

PSAcom said:
In advance, thank you for your help.

I have just learned that my 68 year-old future
father-in-law, a man who has raised 6 wonderful children,
and worked very hard for them up until having heart problems
20 years ago, has not claimed any income tax deductions
--because he has not filed any annual federal or state
income tax claims-- for the past 20 years.

With his 3rd grade education, he thought that since he was
determined to be disabled 20 years ago and told he could not
work, that he could not file his annual federal/state income
tax claims.

During those 20 years he has regularly refinanced his home
every 3 -5 years to purchase a new vehicle, has had
out-of-pocket medical expenses not covered by Medicare,
etc., and has received social security after working from
1948, when his Father died, to 1983.

Can someone, please, make some general, or specific,
recommendations for me to help him determine if he has any
recourse to make back-claims, at the very least for the
deductible interest on his home-refinancings.

Any and all recommendations are greatly appreciated.
First please know that one doesn't file a tax return unless
one has income. So the very first thing you must know, and
remember, he doesn't have to even tell you, whether or not
he had income for which he was required to file a return?

If I were he, I'd say "none of your busines."

But if he has asked your help, find out he nature of his
income during those 20 years.

then we'll go from there.

Christmas Cheer$,
Harlan Lunsford, EA n LA
 
W

Wayne Brasch

PSAcom said:
In advance, thank you for your help.

I have just learned that my 68 year-old future
father-in-law, a man who has raised 6 wonderful children,
and worked very hard for them up until having heart problems
20 years ago, has not claimed any income tax deductions
--because he has not filed any annual federal or state
income tax claims-- for the past 20 years.

With his 3rd grade education, he thought that since he was
determined to be disabled 20 years ago and told he could not
work, that he could not file his annual federal/state income
tax claims.

During those 20 years he has regularly refinanced his home
every 3 -5 years to purchase a new vehicle, has had
out-of-pocket medical expenses not covered by Medicare,
etc., and has received social security after working from
1948, when his Father died, to 1983.

Can someone, please, make some general, or specific,
recommendations for me to help him determine if he has any
recourse to make back-claims, at the very least for the
deductible interest on his home-refinancings.

Any and all recommendations are greatly appreciated.
It would be to your advantage to seek help from a local CPA
or EA in this matter. It is very possible that he may not
have been required to file a return for many of those years,
but someone trained in tax law should look into for you.

Wayne Brasch, CPA, M. S. Taxation
 
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G

Glen Hughes

PSAcom said:
In advance, thank you for your help.

I have just learned that my 68 year-old future
father-in-law, a man who has raised 6 wonderful children,
and worked very hard for them up until having heart problems
20 years ago, has not claimed any income tax deductions
--because he has not filed any annual federal or state
income tax claims-- for the past 20 years.

With his 3rd grade education, he thought that since he was
determined to be disabled 20 years ago and told he could not
work, that he could not file his annual federal/state income
tax claims.

During those 20 years he has regularly refinanced his home
every 3 -5 years to purchase a new vehicle, has had
out-of-pocket medical expenses not covered by Medicare,
etc., and has received social security after working from
1948, when his Father died, to 1983.

Can someone, please, make some general, or specific,
recommendations for me to help him determine if he has any
recourse to make back-claims, at the very least for the
deductible interest on his home-refinancings.

Any and all recommendations are greatly appreciated.
In general terms it sounds like he is not required to file
if the only income he has is social security. If he has not
had any witholding there is no need to file to get a refund.
Keep in mind this very general based on the information you
provided. If you need a more indepth answer that is based on
your exact situation please contact me.

Glen Hughes, CPA
www.glenhughescpa.com
 
A

Albert L Levesque

PSAcom said:
In advance, thank you for your help.

I have just learned that my 68 year-old future
father-in-law, a man who has raised 6 wonderful children,
and worked very hard for them up until having heart problems
20 years ago, has not claimed any income tax deductions
--because he has not filed any annual federal or state
income tax claims-- for the past 20 years.
I did not see any mention of income. He would file a return
to show income and deductions to reduce the income that is
taxed.

Al
 
L

Lin706

Can someone, please, make some general, or specific,
recommendations for me to help him determine if he has any
recourse to make back-claims, at the very least for the
deductible interest on his home-refinancings.
--because he has not filed any annual federal or state
income tax claims-- for the past 20 years.
Your future father-in-law should have his tax information
reviewed by a tax professional to determine if there is a
requirement to file and if filing amended tax returns would
be beneficial. It's not possible to tell from what you
posted whether or not there was a requirement to file due to
gross income. Claiming deductions is not a benefit without
income that is taxable.
 
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G

Gene E. Utterback, EA

PSAcom said:
In advance, thank you for your help.

I have just learned that my 68 year-old future
father-in-law, a man who has raised 6 wonderful children,
and worked very hard for them up until having heart problems
20 years ago, has not claimed any income tax deductions
--because he has not filed any annual federal or state
income tax claims-- for the past 20 years.

With his 3rd grade education, he thought that since he was
determined to be disabled 20 years ago and told he could not
work, that he could not file his annual federal/state income
tax claims.

During those 20 years he has regularly refinanced his home
every 3 -5 years to purchase a new vehicle, has had
out-of-pocket medical expenses not covered by Medicare,
etc., and has received social security after working from
1948, when his Father died, to 1983.

Can someone, please, make some general, or specific,
recommendations for me to help him determine if he has any
recourse to make back-claims, at the very least for the
deductible interest on his home-refinancings.

Any and all recommendations are greatly appreciated.
You need to go see a local professional who works with
delinquent filers, you may even need a tax attorney, but I
don't think so just yet.

You can check www.naea.org for an Enrolled Agent or with
your state's CPA society for a CPA in your area. Make the
appointment, keep it, and see what you are advised to do.

Good luck,
Gene E. Utterback, EA
 

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