


Ask the community...
Random but important tip: keep your receipt and original packaging when bringing electronics across borders! I bought an iPhone in Vancouver last year, and when I went home, customs asked for proof I bought it in Canada. Having the Canadian receipt with the date clearly visible saved me from a big headache. Also, don't activate the phone until you're home if possible - having it still in the sealed box makes it clear it's a new purchase.
Just wanted to add my experience from last month when I visited Toronto! I ended up going with the direct shipping approach that Finley mentioned - ordered my iPhone through Apple.ca while I was in my hotel and had it shipped straight to my home address in the UK. The process was super smooth and I saved the full 13% HST (around $130 on the phone I wanted). The only downside was that I had to wait about 10 days for delivery, so I couldn't use the phone during my trip. But honestly, it was worth it for the tax savings and I didn't have to worry about any paperwork or customs declarations. One thing to note - Apple's Canadian website does ask for a Canadian billing address for some payment methods, but I was able to use my international credit card with my hotel address as the billing address without any issues. The key is making sure the shipping address is outside Canada to avoid the taxes.
That's really helpful to know about using the hotel address for billing! I was worried about that part. Did you have to show any ID or proof that you were staying at the hotel when you used their address? And did Apple send you any shipping confirmation emails while you were still in Canada, or did everything go smoothly without any questions about the billing vs shipping address mismatch?
Don't bother with the complicated appeal process, just call your Congressperson's office! I had almost the same situation with a 2017 return and a confusing deadline. After fighting with the IRS for months, I contacted my Representative's office and explained the situation. Their constituent services team contacted the IRS Taxpayer Advocate on my behalf, and my issue was resolved in less than 3 weeks. The congressional staff told me they deal with IRS issues all the time and have special channels to get things fixed. MUCH faster than trying to navigate the system yourself.
Did you need any special documentation when you contacted your rep's office? I'm thinking of trying this approach but not sure what to send them initially.
This is incredibly frustrating but unfortunately not uncommon. The IRS has had inconsistent messaging about filing deadlines for older returns, especially around the 2018-2022 period when there were multiple deadline extensions due to COVID. Here's what I'd recommend for your appeal strategy: 1. **Document everything**: Take screenshots of the current IRS website showing April 18, 2022 as the deadline. Even if they change it later, you have proof of what was published when you filed. 2. **Cite "reasonable reliance"**: The IRS is required to honor information they publish. There's legal precedent that taxpayers who reasonably rely on official IRS guidance shouldn't be penalized for following it. 3. **Request abatement under "reasonable cause"**: Since you followed their published deadline and have proof via certified mail, this clearly meets reasonable cause standards. 4. **File Form 843** along with your appeal letter to formally request refund of any penalties they might try to assess. I've seen several people win similar cases recently. The key is being persistent and citing the specific publications where you got the deadline information. Don't let them brush this off - you followed THEIR rules exactly as published.
This might sound strange, but check if they're using calendar days or business days in their internal systems. I had an issue where the IRS website listed a deadline as May 17, but they were actually counting business days, not calendar days because of a weekend and holiday adjustment. Their system rejected my filing even though I met the published deadline. I had to talk to three different IRS agents before finding one who understood the discrepancy. The whole situation was infuriating, but they eventually corrected it.
Good point! The IRS sometimes shifts deadlines and doesn't clearly communicate whether they're talking about the filing date or processing date. In tax law, there are actually different types of deadlines and "timely filing" rules depending on what section of the code applies.
I work as a tax preparer and see this exact scenario frequently. The confusion often comes from the IRS having different deadline rules for different types of filings, but not clearly distinguishing them on their main website pages. For 2018 tax returns filed to claim refunds, the actual deadline was typically 3 years from the original due date (April 15, 2019), which would make it April 15, 2022 - not April 18th. The April 18th date you saw was likely for regular 2021 tax filings (since April 15, 2022 fell on a Friday and Patriots Day was observed). The IRS website sometimes displays multiple deadline dates on the same page without clearly separating which applies to what type of filing. This creates exactly the situation you're experiencing. Since you have screenshots proving the website displayed April 18th as the deadline for your specific situation, and they confirmed receipt on that date, you definitely have grounds for appeal. File Form 843 and include all your documentation - the website screenshots are crucial evidence that their own published guidance led to this confusion.
Don't stress too much about this! I was in the exact same boat last year as a first-time filer. After doing some research and talking to a tax preparer, here's what I learned: The "days worked" calculation is usually needed for specific situations like multi-state taxation or certain deductions. For most people with a standard W-2 job, you can use a simple approach: - Full-time, year-round: ~260 days (52 weeks Ć 5 days) - Started mid-year: Count business days from your start date to Dec 31 - Include paid time off, holidays, and sick days (you were employed those days) - Don't overthink occasional emails or brief work-from-home tasks The key is being reasonable, not perfect. The IRS expects estimates for this kind of thing. Keep your W-2 and any employment documents that show your start/end dates as backup, and you'll be fine. I used 258 days for my full-time job and had zero issues. You've got this!
Thank you so much for breaking this down! As someone who's been losing sleep over getting this "perfect," your explanation is exactly what I needed. I keep second-guessing myself on whether to count that random Saturday I logged in to finish a project or those two mental health days I took. Your point about being reasonable vs. perfect really resonates - I think I was making this way more complicated than it needs to be. The 260-day baseline for full-time work gives me a solid starting point, and knowing that paid time off counts makes total sense since I was still technically employed. Really appreciate you sharing your experience as a fellow first-timer!
Hey Ravi! I completely understand your stress - I went through the exact same panic when I filed for the first time two years ago. Here's what helped me get through it: First, take a deep breath! The IRS isn't going to come after you for a reasonable estimate on work days. They're looking for people who claim obviously wrong numbers, not someone trying their best to be accurate. For your standard office job, you're probably looking at around 250-260 work days if you worked the full year. Here's how I calculated mine: - Started with 52 weeks Ć 5 days = 260 days - Subtracted any unpaid time off (but kept paid vacation/sick days since I was still employed) - Added any regular weekend work if applicable The key thing to remember is that "work days" usually includes any day you were employed and receiving pay, even if you weren't physically working (like paid holidays). Don't stress about those random weekend emails - that's not what they're asking about. If you're still worried, your HR department might be able to give you exact employment dates or even a total. Many people here have had success with that approach. You've got this - filing taxes gets so much easier after the first time!
Ella rollingthunder87
Another tip - if you had any kind of medical condition that prevented you from handling your financial affairs during the relevant period, you might qualify for the "financial disability" exception under Section 6511(h). This is an exception to the 3-year statute of limitations for refund claims. To qualify, you need to show that you had a physical or mental impairment that was either: 1) Fatal, or 2) Expected to last for at least 12 months And the impairment must have prevented you from managing your financial affairs. You'll need documentation from a physician to support this claim.
0 coins
Yara Campbell
ā¢My mother-in-law used this exception successfully! She had a severe stroke in 2020 that left her unable to manage her finances for over a year. When she recovered enough to get her affairs in order, the regular deadline had passed. We submitted her late refund claim with a letter from her doctor explaining her condition, and the IRS accepted it.
0 coins
Ella rollingthunder87
ā¢That's great to hear a success story! The financial disability exception isn't well-known, but it can be a real lifesaver in the right circumstances. The key elements for anyone trying to use this exception are proper medical documentation and showing that there was no other person with authority to act on the taxpayer's behalf during the period (like a power of attorney). The physician statement needs to specifically state that the condition prevented financial management and give the specific dates of impairment. Form 2848 (Power of Attorney) histories are also typically reviewed by the IRS when considering these claims.
0 coins
Oliver Weber
I'm really sorry to hear about your situation, Alice. This is such a frustrating aspect of tax law that catches many people off guard. The distinction between filing deadlines and refund statute expiration dates is definitely confusing. Based on what others have shared here, it sounds like you have several potential avenues to explore: 1. **Disaster relief extensions** - Since you're in Arizona and there were federal disaster declarations in 2023, definitely check if your county qualified for extended deadlines that specifically mention refund claims. 2. **Financial disability exception** - If you had any medical conditions during the relevant period that prevented you from managing your finances, this could be worth exploring with proper medical documentation. 3. **Appeal process** - Even though your initial appeal was denied, don't give up. Make sure you're presenting all possible exceptions and citing the correct tax code sections. The fact that you have certified mail proof showing you mailed it by the deadline demonstrates good faith effort on your part. While the receipt vs. postmark rule is unfortunately clear for refund claims, there might be other exceptions that apply to your specific circumstances. $3,200 is definitely worth fighting for! I'd recommend gathering all your documentation and exploring these exceptions systematically. Good luck with your case!
0 coins
AstroAdventurer
ā¢This is really helpful advice, Oliver! I'm new to dealing with IRS issues and honestly feeling pretty overwhelmed by all the different rules and exceptions. It's encouraging to hear that there might be other options beyond just accepting the initial denial. I didn't realize there were so many potential exceptions to the 3-year rule. The disaster relief angle is particularly interesting - I remember there was some flooding in parts of Arizona in 2023, but I'll need to check if my specific county was included in any federal disaster declarations. One question - when you mention "citing the correct tax code sections" in the appeal process, how do you figure out which sections to reference? Is this something I should try to research myself or would it be better to get professional help at this point? I'm worried about missing something important or not presenting my case in the right way. Thanks for taking the time to lay out these options so clearly!
0 coins