IR-2014-30, March 19, 2014
"The window is quickly closing for people who are owed refunds from 2010 who haven't filed a tax return," said IRS Commissioner John Koskinen. "We encourage students, part-time workers and others who haven't filed for 2010 to look into this before time runs out on April 15."
The IRS estimates that half the potential refunds for 2010 are more than $571.
Some people may not have filed because they had too little income to require filing a tax return even though they had taxes withheld from their wages or made quarterly estimated payments. In cases where a return was not filed, the law provides most taxpayers with a three-year window of opportunity for claiming a refund. If no return is filed to claim a refund within three years, the money becomes property of the U.S. Treasury.
For 2010 returns, the window closes on April 15, 2014. The law requires that the return be properly addressed, mailed and postmarked by that date. There is no penalty for filing a late return qualifying for a refund.
The IRS reminds taxpayers seeking a 2010 refund that their checks may be held if they have not filed tax returns for 2011 and 2012. In addition, the refund will be applied to any amounts still owed to the IRS or their state tax agency, and may be used to offset unpaid child support or past due federal debts such as student loans.
By failing to file a return, people stand to lose more than just their refund of taxes withheld or paid during 2010. In addition, many low-and-moderate income workers may not have claimed the Earned Income Tax Credit (EITC). For 2010, the credit is worth as much as $5,666. The EITC helps individuals and families whose incomes are below certain thresholds. The thresholds for 2010 were:
- $43,352 ($48,362 if married filing jointly) for those with three or more qualifying children,
- $40,363 ($45,373 if married filing jointly) for people with two qualifying children,
- $35,535 ($40,545 if married filing jointly) for those with one qualifying child, and
- $13,460 ($18,470 if married filing jointly) for people without qualifying children.
If these efforts are unsuccessful, taxpayers can get a free transcript showing information from these year-end documents by going to IRS.gov. Taxpayers can also file Form 4506-T to request a transcript of their tax return.
Individuals who did not file a 2010 return with a potential refund:
State or District |
Estimated
Number of
Individuals
|
Median
Potential
Refund
|
Total
Potential
Refunds*
|
Alabama |
15,700
|
$574
|
$12,473,000
|
Alaska |
4,700
|
$649
|
$4,810,000
|
Arizona |
23,800
|
$508
|
$17,517,000
|
Arkansas |
8,400
|
$562
|
$6,667,000
|
California |
86,500
|
$519
|
$69,752,000
|
Colorado |
17,100
|
$567
|
$14,061,000
|
Connecticut |
11,700
|
$620
|
$10,304,000
|
Delaware |
3,800
|
$573
|
$3,126,000
|
District of Columbia |
3,500
|
$604
|
$3,080,000
|
Florida |
56,800
|
$593
|
$48,407,000
|
Georgia |
28,400
|
$539
|
$22,504,000
|
Hawaii |
6,200
|
$586
|
$5,413,000
|
Idaho |
3,500
|
$490
|
$2,604,000
|
Illinois |
37,900
|
$626
|
$32,696,000
|
Indiana |
19,600
|
$570
|
$15,478,000
|
Iowa |
9,200
|
$576
|
$7,050,000
|
Kansas |
9,300
|
$522
|
$6,986,000
|
Kentucky |
11,500
|
$576
|
$8,975,000
|
Louisiana |
17,500
|
$603
|
$15,579,000
|
Maine |
3,500
|
$502
|
$2,373,000
|
Maryland |
20,700
|
$575
|
$18,002,000
|
Massachusetts |
21,000
|
$560
|
$17,856,000
|
Michigan |
29,200
|
$597
|
$24,259,000
|
Minnesota |
12,700
|
$516
|
$9,582,000
|
Mississippi |
8,500
|
$556
|
$6,769,000
|
Missouri |
17,900
|
$514
|
$13,153,000
|
Montana |
2,900
|
$534
|
$2,338,000
|
Nebraska |
4,500
|
$528
|
$3,368,000
|
Nevada |
11,400
|
$570
|
$9,156,000
|
New Hampshire |
3,800
|
$602
|
$3,245,000
|
New Jersey |
29,500
|
$639
|
$26,712,000
|
New Mexico |
7,200
|
$572
|
$5,915,000
|
New York |
57,400
|
$623
|
$50,543,000
|
North Carolina |
24,300
|
$494
|
$17,538,000
|
North Dakota |
1,900
|
$600
|
$1,551,000
|
Ohio |
32,100
|
$560
|
$24,508,000
|
Oklahoma |
15,100
|
$585
|
$12,246,000
|
Oregon |
14,300
|
$519
|
$10,359,000
|
Pennsylvania |
37,400
|
$614
|
$31,009,000
|
Rhode Island |
3,000
|
$598
|
$2,472,000
|
South Carolina |
10,200
|
$532
|
$7,756,000
|
South Dakota |
2,100
|
$558
|
$1,605,000
|
Tennessee |
16,300
|
$559
|
$12,839,000
|
Texas |
80,600
|
$588
|
$71,998,000
|
Utah |
6,100
|
$518
|
$4,705,000
|
Vermont |
1,600
|
$519
|
$1,136,000
|
Virginia |
26,300
|
$568
|
$22,376,000
|
Washington |
24,800
|
$640
|
$23,033,000
|
West Virginia |
4,100
|
$626
|
$3,534,000
|
Wisconsin |
10,900
|
$516
|
$8,423,000
|
Wyoming |
2,200
|
$648
|
$2,045,000
|
Totals |
918,600
|
$571
|
$759,889,000
|
* Excluding the Earned Income Tax Credit and other credits.
Circular 230 Disclosure
Pursuant
to the requirements of the Internal Revenue Service Circular 230, we
inform you that, to the extent any advice relating to a Federal tax
issue is contained in this communication, including in any attachments,
it was not written or intended to be used, and cannot be used, for the
purpose of (a) avoiding any tax related penalties that may be imposed on
you or any other person under the Internal Revenue Code, or (b)
promoting, marketing or recommending to another person any transaction
or matter addressed in this communication
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