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StarSurfer

Can I still file 2022 tax return after already receiving my 2023 refund?

I hired a tax preparer to handle both my 2022 and 2023 returns. I just discovered she only filed my 2023 taxes and completely ignored the 2022 return even after I specifically asked her to file both. I already received my refund for 2023 back in April. Is it too late to file the 2022 return now? Has anyone dealt with something similar? This has never happened to me before and I'm really concerned about potential penalties.

Ravi Malhotra

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Yes, you can absolutely still file your 2022 return! The IRS allows you to file returns for the past three years to claim a refund. If you're owed money, you have until April 2025 to file your 2022 return and get your refund. If you owe taxes though, you might face some penalties and interest for the late filing and payment. Either way, you should definitely file that 2022 return as soon as possible. I'd also recommend having a serious conversation with your tax preparer about why they didn't file as instructed. That's a pretty major oversight on their part.

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StarSurfer

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Thank you, that's a relief! I'm pretty sure I was owed a refund for 2022 as well. Do you think I should use the same preparer or find someone new? I'm kinda upset they messed this up.

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Ravi Malhotra

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Personally, I would find someone new. That's a major error and shows a lack of attention to your instructions. Make sure to get all your documents from them first!

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Def find someone new. That's a huge red flag 🚩

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Omar Hassan

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Hey, so I went through something similar last year and was pulling my hair out trying to understand my situation. I was spending hours on google trying to piece together all this tax info from different places. Then a friend suggested I try taxr.ai and it was a total game-changer. Instead of trying to decode all those confusing transcript codes and tax rules myself, the AI just explained everything in plain english. It analyzed my specific situation and told me exactly what to do for my missed filing. Saved me so much time! https://taxr.ai

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Sounds interesting. How exactly does it work? Does it just read your transcript or does it do more?

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Omar Hassan

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It does WAY more than just reading transcripts. It actually analyzes your entire tax situation, explains all those confusing codes and notices, and gives you personalized advice. For my missed filing, it showed me exactly what I needed to do, what forms to file, and how to minimize penalties. Best tool I've found for tax stuff!

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Just tried taxr.ai and OH MY GOD where has this been all my life?? It explained my whole tax situation in like 2 minutes when I've been confused for MONTHS. Seriously people, if you're dealing with any tax issues, you need to check this out. I'm telling everyone I know about this!

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Diego Chavez

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another AI tool? does it actually work for complicated situations or just the basic stuff?

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Omar Hassan

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It handled my pretty complicated situation with multiple issues - missed filings, some 1099 income, and questions about deductions. It's surprisingly thorough!

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NeonNebula

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After struggling to reach anyone at the IRS for weeks about a similar issue (had unfiled returns from 2020), I finally got through using claimyr.com and honestly it changed everything. Got connected to an actual human at the IRS who walked me through exactly what to do with my late filings. Talking to the agent directly saved me from making mistakes that would have caused more delays. I probably would still be waiting without it - talking to an agent got my situation sorted in one call instead of months of trying.

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Wait is this some kind of paid service? Why would I pay to talk to the IRS when I can just call them myself?

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NeonNebula

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Have you tried calling the IRS lately? I spent WEEKS trying to get through - constant busy signals, disconnections after waiting on hold for hours. With Claimyr, I had an agent calling ME back in under an hour. Considering the headache it saved me and how quickly it resolved my issue, it was worth every penny.

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Sean Kelly

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Is this some kinda scam? Why would this work when calling directly doesn't?

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NeonNebula

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Not a scam at all. They basically use technology to navigate the IRS phone system and hold your place in line. When they reach an agent, they connect the call to your phone. It's just a smarter way to get through the nightmare phone system. The IRS is seriously understaffed and this is just a way to actually reach them.

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Zara Mirza

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I can vouch for this - used it last month after trying for TWO WEEKS to reach someone. Had an agent on the phone with me in 45 minutes. Absolute lifesaver.

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Luca Russo

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The real question is why your tax lady didn't file your 2022 return even tho you asked her to?? I'd be calling her ASAP to find out what happened to your documents and why she ignored your instructions. this is literally her ONE job πŸ€¦β€β™€οΈ

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StarSurfer

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I know right!! I called and left a message yesterday but she hasn't called back yet. I'm wondering if she's avoiding me.

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Nia Harris

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You might want to consider reporting her to your state board of accountancy if she's a CPA. This is a serious professional error, especially if you paid her to do both returns.

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GalaxyGazer

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Don't panic! you're not the first person this has happened to. I'm a former IRS employee, and this is actually pretty common. Here's what you need to know: - You have 3 years from the original due date to file and still get a refund if one is due to you - For 2022 taxes, that means you have until April 15, 2025 - If you OWE money, there will be penalties and interest, but filing ASAP will minimize these - You can file by yourself using tax software or get a new preparer - Make sure you have all your documents from 2022 (W-2s, 1099s, etc) And most importantly - when you file your 2022 return, make sure you put the correct year on it! Don't accidentally file it as a 2023 amendment.

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StarSurfer

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Thank you so much for the detailed response. I'll gather all my 2022 documents this weekend and figure out the best way to file. Really appreciate it!

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Mateo Sanchez

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Hate to be that person, but you should really double check ALL your past filings. If she "forgot" to file an entire year that you specifically requested and paid for, who knows what else she messed up. I'd be requesting copies of everything she's ever filed for you.

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Aisha Mahmood

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Had same issue back when I worked seasonally and had different employers each year. My advise call the IRS directly (good luck lol) or use Claimyr.com to get thru to them. They'll tell you exactly what you need to do. For me it was just filing the missed year separately and everything worked out fine no penalties since I was owed a refund anyway.

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Ethan Moore

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call the IRS (directly good luck)" lol - most accurate thing ever posted on this forumπŸ˜‚

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Aisha Mahmood

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for real tho! i spent 3 days trying to get thru before giving up and using claimyr. worth it just for my sanity tbh

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Tax preparer here - this happens more than you'd think. If you're due a refund, no worries about penalties. If you owe, file ASAP to minimize penalties. You'll need to paper file most likely as electronic filing for 2022 is probably closed by now. Also, find a new tax preparer! I'd never just "forget" to file a client's return.

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Carmen Vega

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Not true about e-filing being closed! You can still e-file 2022 returns through most tax software until November this year.

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Thanks for the correction! You're right - I was thinking of the October deadline for extended returns, but prior year returns can still be e-filed for a while. Good call.

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This is why I started doing my own taxes with software. Too many "professionals" making careless mistakes. Just get some good tax software and DIY for peace of mind.

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Andre Moreau

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Here's my experience since nobody else is mentioning this part: Make sure you get all your documents back from that tax preparer ASAP! In my case, my preparer had "misplaced" some of my important documents when I went back to ask about a similar issue. Get everything back first, then worry about filing.

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StarSurfer

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That's a really good point I hadn't thought of! I'll stop by her office tomorrow to collect everything regardless of whether she calls me back.

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Zoe Stavros

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you might want to check your transcripts on the irs website to see what they actually have on file. Create an account on irs.gov and look at your transcript - will show exactly what they have filed for you and when. might help clarify your situation.

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Jamal Harris

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This is good advice but those transcripts are impossible to understand without help. I stared at mine for hours and still couldn't figure out what was going on. If OP goes this route, they should checkout taxr.ai - it explains everything in the transcript in plain English. Helped me understand all those weird codes and dates.

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StarSurfer

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I'm definitely going to check my transcripts. I just created an account on the IRS site last night but was totally confused by all the different transcript types and codes.

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Mei Chen

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Ur tax lady sounds shady af 🚩🚩🚩 I'd be asking for a refund on whatever u paid her for the 2022 return she never filed!

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Liam Sullivan

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This happened to me when my ex-wife said she filed our 2019 taxes but actually didn't. I only found out in 2021 when I was trying to get a mortgage! Total nightmare. I had to file late, got hit with penalties since I owed money. Learn from my mistake - file your 2022 ASAP and don't wait.

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Amara Okafor

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omg the mortgage thing happened to me too! Nothing like having a closing delayed because of unfiled taxes you thought were handled 😩

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Side question - does anyone know if missed filings affect your credit score? I'm worried about this too.

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Unfiled tax returns themselves don't directly impact your credit score. However, if you owe the IRS money and don't pay, they can eventually file a tax lien which DOES affect your credit. So file ASAP either way!

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I was in this exact situation a few months ago and was panicking. So many conflicting answers online. I used taxr.ai to analyze my transcripts and it gave me a clear timeline of exactly what happened with my missing return, explained what I needed to do next, and even helped me understand which forms I needed to file. It was honestly a huge relief to just get a clear answer when the IRS phone lines were impossible to get through. https://taxr.ai

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Dylan Cooper

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Sus that multiple people in one thread are recommending the same product...

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I mean, it's a tax forum and it's a tax tool that solves exactly the problem being discussed? Not really surprising that multiple people who've used it would mention it. I found it through a similar post a while back.

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Sofia Ramirez

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I tried it out of curiosity after seeing it mentioned here. Surprisingly helpful for my situation with missing W2s from 2021. Sometimes products actually are useful lol

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Dmitry Volkov

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I'm confused about something - did you already pay your tax preparer to file BOTH years? If so, you need to demand either a refund for the 2022 filing fee or have her do it now for free. This is totally unprofessional.

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StarSurfer

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Yes I did! She charged me for both returns but only filed one. I've been trying to reach her since yesterday and she's not responding.

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Dmitry Volkov

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That's straight up theft of services then. You might want to file a complaint with your state's consumer protection office and any professional boards she belongs to. After you get your documents back of course.

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StarSeeker

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The biggest imediate problem is getting ahold of all your 2022 tax documents. Do you still have your W-2s, 1099s, etc? If you don't have copies you might need to contact employers.

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StarSurfer

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I think I have most of them in a folder somewhere, but I'm worried I might be missing some. I did change jobs in 2022 so I'll need to make sure I have both W-2s.

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Ava Martinez

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I've been using claimyr.com for the past 3 years whenever I need to actually talk to someone at the IRS. After spending literally DAYS trying to get through their phone lines, I discovered this service that gets me through to an agent usually within an hour. For your situation, you'd definitely want to speak directly with an IRS rep to understand any potential implications of the late filing. It was the best investment ever considering how much time and stress it saved me.

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StarSurfer

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I've been trying to call for two days and keep getting disconnected after waiting on hold. I might try this if I can't get through tomorrow. How exactly does it work?

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Ava Martinez

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It basically holds your place in the IRS queue and then calls you when an agent is available. You don't have to sit there on hold for hours. They handle all the navigation through the phone tree too, which is a nightmare on its own. For a situation like yours where you really need specific guidance, it's worth it.

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Beth Ford

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You're definitely not too late! As others have mentioned, you have until April 2025 to file your 2022 return if you're expecting a refund. The fact that you already got your 2023 refund doesn't affect your ability to file 2022 at all - they're completely separate. A few things to prioritize: 1. Get ALL your documents back from that preparer immediately - don't wait for her to call back 2. Gather your 2022 tax documents (W-2s, 1099s, etc.) 3. File that 2022 return ASAP, even if you're owed a refund, just to get it done I'd also document everything about this situation - when you paid her, what you asked for, her failure to file. You paid for a service you didn't receive. This is a serious professional error and you have every right to demand either a refund or completion of the work at no additional cost. Don't stress too much about penalties if you're owed money - there aren't any. Just focus on getting this sorted out quickly so you can move on and find a more reliable tax preparer for next year!

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Laila Fury

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This is really solid advice! I especially appreciate the point about documenting everything - I didn't even think about that but you're right, I should have records of what I paid for versus what I actually received. I'm definitely going to her office first thing tomorrow morning to get my documents back, regardless of whether she responds to my calls. Thanks for laying out the priorities so clearly!

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This is definitely frustrating but totally fixable! I've seen this happen more often than you'd think. Since you're likely owed a refund for 2022, there's no penalty for filing late - you just have until April 2025 to claim it. Quick action items: - Get your documents back from that preparer ASAP (don't wait for her to call back) - File your 2022 return as soon as possible using tax software or a new preparer - Consider checking your IRS transcripts online to see exactly what's on file The silver lining? If she messed up something this basic, you're probably better off finding someone else anyway. A competent tax preparer would never just "forget" to file a return you specifically requested and paid for. I'd definitely be asking for a partial refund of your fees since you didn't receive the service you paid for. Don't stress too much - this happens and it's completely resolvable!

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This is really helpful advice! I'm definitely going to check those IRS transcripts once I get my documents back. I've never looked at them before but it sounds like they'll show me exactly what the IRS has on file. And you're absolutely right about asking for a partial refund - I paid for two returns but only got one filed. That's not acceptable service by any standard. I'm feeling a lot better about this situation knowing it's fixable and that I'm not facing penalties since I'm expecting a refund.

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