IRS REFUNDS

Claim an old tax refund

Before the deadline

Photo: Carol M. Highsmith / Library of Congress

Time limit

3 YEARS

From due date

Then the money is gone.

Photo: Carol M. Highsmith / Library of Congress

Oldest year

2023

Still open

Deadline around April 15, 2027.

Photo: Carol M. Highsmith / Library of Congress

No penalty

IF OWED

A refund

Late filing penalties apply only if you owe.

Photo: Carol M. Highsmith / Library of Congress

Lost W-2?

TRANSCRIPT

Free from IRS

Wage and Income Transcript.

Photo: Carol M. Highsmith / Library of Congress

Old forms

PRIOR YEAR

IRS.gov

Use that year’s Form 1040.

Photo: Carol M. Highsmith / Library of Congress

Big one

EITC

Don’t miss it

Can add thousands.

Photo: Carol M. Highsmith / Library of Congress

Watch out

OFFSETS

Debts first

Refunds can pay old debts.

Photo: Carol M. Highsmith / Library of Congress

Free help

VITA

IRS program

Free tax prep if you qualify.

Photo: Carol M. Highsmith / Library of Congress

Get your money back

Step-by-step guide

Read the guide

nexgenheadlines.com

Photo: Carol M. Highsmith / Library of Congress