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For 2019 will have individual claiming Sec.1341 repayment back to 1984 through 2016 - what should be attached to return to support the credit claimed-old & new 1040 &/or?

bobs
Level 1

Specifically, I am questioning how to document the claim for credit? I have pulled copies of all years as filed & have recalculated each return as though it was original. Do you attach all (original & revised returns) to the return claiming the credit along with a copy of the settement agreement?

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George4Tacks
Level 15

Attach a worksheet showing the computation. Keep copies of all the returns (before and after) as workpapers to support the worksheet. 

https://accountants-community.intuit.com/questions/1840431-how-do-i-file-claim-of-right-for-3-yrs-pa...


Here's wishing you many Happy Returns

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1 Comment 1
George4Tacks
Level 15

Attach a worksheet showing the computation. Keep copies of all the returns (before and after) as workpapers to support the worksheet. 

https://accountants-community.intuit.com/questions/1840431-how-do-i-file-claim-of-right-for-3-yrs-pa...


Here's wishing you many Happy Returns
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