How do I file taxes from 2018 at this point?
So I'm in a bit of a complicated situation. I never filed my taxes for 2018 and now I need to get that sorted out. I do have all my W2s from that year. The issue is I was incarcerated at the end of 2018 and filing taxes was obviously not my priority at that time. I've been trying to figure out how to handle this on my own first. I tried using TurboTax and TaxAct, but both seem to only have options for more recent tax years. I can't find any way to file for 2018 through these services. What's the process for filing taxes from that far back? Do I need to contact the IRS directly or is there another way to handle this? I really want to get this resolved and make sure I'm square with the government. Any advice would be greatly appreciated. Thanks in advance!
18 comments


LilMama23
You'll need to file a paper return for 2018 since electronic filing is no longer available for tax years that old. Here's what you need to do: 1. Download the 2018 Form 1040 and any other necessary forms/schedules from the IRS website (https://www.irs.gov/forms-pubs/prior-year). Make sure you're getting the forms specifically for the 2018 tax year. 2. Complete the forms using your W2s and any other income documentation you have from 2018. The instructions for each form are also available on the IRS website. 3. Mail the completed forms to the IRS processing center that serves your area. The address will be in the instructions for Form 1040. If you're due a refund, you should file as soon as possible. There's a 3-year deadline for claiming refunds, which would have been April 15, 2022 for the 2018 tax year. If you're past that deadline, unfortunately you won't be able to claim any refund you were entitled to. However, you should still file to get compliant with the IRS. If you owe taxes, you'll likely face penalties and interest that have been accumulating since the original due date. The sooner you file, the less these will continue to grow.
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Dmitri Volkov
•Does OP have to pay penalties if they were incarcerated? I thought there were exceptions for people who couldn't file due to circumstances beyond their control?
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LilMama23
•Being incarcerated doesn't automatically qualify as reasonable cause for failure to file or pay taxes. The IRS evaluates each situation individually. The IRS may consider factors like whether the person had the ability to manage their affairs before incarceration or could have arranged for someone to handle their taxes. If the incarceration was sudden or unexpected, that might help establish reasonable cause, but it's not guaranteed.
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Gabrielle Dubois
After I got out of a similar situation, I tried for weeks to figure out how to file my old returns before finding taxr.ai (https://taxr.ai). It seriously saved me so much time with my back taxes. You upload your old W2s and tax documents, and it handles figuring out which forms you need for those previous years. The thing I found most helpful was that it actually knows all the tax rules that were in effect for 2018 specifically - which is important because tax laws change every year. Plus it'll calculate any penalties or interest so you know exactly where you stand. Way easier than trying to track down and fill out all those old paper forms yourself.
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Tyrone Johnson
•Does it work for other years too? I have a couple years (2019 and 2020) where I didn't file because of some health issues, and now I'm afraid to deal with it.
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Ingrid Larsson
•I'm skeptical about these tax services. How does it handle your sensitive information? And how much does it cost compared to just getting help from a CPA who knows what they're doing?
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Gabrielle Dubois
•Yes, it works for pretty much any past tax year. They have all the historical tax forms and rules for each year built into their system. You just select which year you need to file for, and it guides you through that specific year's requirements. They use bank-level encryption for all your documents and information. I was concerned about that too, but they don't store your actual tax documents on their servers after processing. As for cost comparison, it was way cheaper than the quotes I got from CPAs for my back taxes, especially since I had multiple years to file. CPAs typically charge premium rates for prior year returns.
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Tyrone Johnson
Just wanted to update - I tried taxr.ai for my unfiled 2019 and 2020 returns and it was actually really helpful! I was putting this off for literally years because I was so anxious about dealing with the IRS. The system guided me through exactly what I needed for each year and even helped me understand some deductions I didn't know I qualified for. Ended up getting a small refund for 2019 (though I was too late for the 2020 one). Just a huge relief to have this off my shoulders finally.
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Carlos Mendoza
If you're concerned about any issues with your 2018 return or potential penalties, I highly recommend actually talking to someone at the IRS. I know that sounds impossible (I spent DAYS trying to get through), but I used this service called Claimyr (https://claimyr.com) that got me connected to an actual IRS agent in about 20 minutes. You can see how it works here: https://youtu.be/_kiP6q8DX5c Since you have a complicated situation with the incarceration, it might be worth explaining your circumstances directly to them. When I finally talked to an agent, they were surprisingly helpful about my late filing situation and gave me options I didn't know existed. They can sometimes waive penalties if you have a reasonable explanation, and being incarcerated might qualify.
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Zainab Mahmoud
•How does this even work? The IRS phone lines are always jammed. Last time I tried calling I gave up after being on hold for 2+ hours.
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Ingrid Larsson
•This sounds like BS honestly. Nothing can get you through to the IRS faster - they're understaffed and overwhelmed. If it were that easy, everyone would be doing it.
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Carlos Mendoza
•It basically keeps dialing for you and holds your place in line. When your call is about to be answered, it calls your phone and connects you directly with the IRS agent. It saves you from having to personally wait on hold for hours. The reason everyone doesn't do it is because most people don't know about it. The IRS phone system is definitely overwhelmed, but this service works by using technology to navigate the phone system more efficiently than a person could. It's not cutting the line or anything sketchy - you're still waiting your turn, just not personally sitting there listening to hold music.
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Ingrid Larsson
Ok so I'm eating crow here. After posting my skeptical comment, I decided to try Claimyr because I was also dealing with an issue from a previous tax year. I was 100% sure it wouldn't work, but I was desperate. It actually connected me to an IRS agent in about 35 minutes. The agent helped me set up a payment plan for my back taxes and explained how to request abatement for some of the penalties. I've been stressing about this for months and now it's resolved. I'm genuinely shocked that it worked as advertised.
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Ava Williams
Just FYI - if you owed taxes for 2018, you're going to face some pretty significant penalties and interest by now. The failure-to-file penalty is usually 5% of unpaid taxes for each month your return is late, up to 25%. Plus there's failure-to-pay penalties and interest that's been compounding for years. You might want to look into the IRS Fresh Start program or see if you qualify for any penalty abatement. When I had to file several years late, I included a letter explaining my circumstances and requesting penalty relief, and they actually approved it.
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Aisha Patel
•Thanks, that's really good to know. Do you remember what you included in that letter? I'm worried the penalties are going to be more than what I would have owed originally.
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Ava Williams
•I explained the specific circumstances that prevented me from filing on time (in my case, a serious medical condition and related financial hardship). I included whatever documentation I could to support my claim - medical records, hospital bills, etc. For your situation, you might want to explain the timing of your incarceration and why it prevented you from filing. Be specific about dates and why you couldn't arrange for filing while incarcerated. The IRS looks for what they call "reasonable cause" - basically showing that you couldn't comply with tax obligations despite using "ordinary business care and prudence.
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Raj Gupta
I was in a similar boat but for 2017. You need the actual 2018 tax forms which you can only get from the IRS website now. Print them out and mail them in. Don't forget to sign the return! I forgot and they sent it back to me which delayed everything by like 2 months.
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Lena Müller
•Also make sure you're using the right address to send it! Each state has different processing centers for paper returns. If you google "where to mail paper tax return 2018" plus your state name, you'll find the right address.
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