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For the 😍 Love ❤️ of Money

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Services for Real Estate Pros with Tax Relief Services

For the Love 😍 of Money

Don’t lose your Money 💵🙀🛑

To the IRS

If you fail to file and claim your refund with in 3 years or 2 years from when paid you May end up losing your refund

 

There are some exceptions, one major one is due to “Financial Disability”.

The IRS defines financial disability IRC 6511(h)

Financially disabled

(A) In general

(1), an individual is financially disabled if such individual is unable to manage his financial affairs by reason of a medically determinable physical or mental impairment of the individual which can be expected to result in death or which has lasted or can be expected to last for a continuous period of not less than 12 months. An individual shall not be considered to have such an impairment unless proof of the existence thereof is furnished in such form and manner as the Secretary may require.

(B) Exception where individual has guardian, etc.

An individual shall not be treated as financially disabled during any period that such individual's spouse or any other person is authorized to act on behalf of such individual in financial matters.

 

If this applies, consider contacting an experienced tax professional.

 

This is something an amateur or inexperienced tax person will not know about

 

Tax Knowledge is Power, get the Power with www.TaxReliefServices.com

 

Education, Experience and Education make the Difference.

Show All Comments Sort:
Sham Reddy CRS
Howard Hanna RE Services, Dayton, OH - Dayton, OH
CRS

Thanks for sharing David!!! Great information on financial disability!!!

An individual is financially disabled if such individual is unable to manage his financial affairs by reason of a medically determinable physical or mental impairment of the individual which can be expected to result in death or which has lasted or can be expected to last for a continuous period of not less than 12 months

May 07, 2023 04:00 AM
Charles Ross - eXp Realty LLC
eXp Realty LLC Salina Group - Salina, KS
Love To Help People

Excellent information. Thank you for sharing. Have a wonderful day and a blessed weekend.

May 07, 2023 01:44 PM