Tag Archives: IRS Pub

2006 Refund

Today TaxMama® hears from Harry in the TaxQuips Forum, who is frustrated.  “IRS is denying a refund for 2006 individual return. The individual Form 1040 return was filed in 2010 and most of the tax was paid through withholding. An amended return was filed in 2012, requesting a refund of all tax paid due to a […]

Serial IRA Rollovers

Today TaxMama hears from Steven in NJ who is totally bewildered by a friend’s behavior. Here’s the long story. “My friend has about half a million dollars in an IRA account. He took a distribution of $50K from the account and told the bank it was a rollover. Before the 60-day rollover deadline, he sent […]