Refusing to pay a refund of 2019 taxes because they weren't filed within 2 years of the filing period...

Forum|Forum|3 years ago
March 25, 2023
4 replies
30 views

We have a client who received a letter from the state of Alabama noting they would not issue a refund for his 2019 state taxes because the return was not filed within two years of the filing period. We filed his 2019 taxes in 2022. He is owed a lot of money from the state. Any advice?

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D

Denver1

Level 5

What is the statute of limitations on refunds in Alabama?

Time Limitations

A taxpayer also generally has three years to claim a refund of any tax overpaid. However, if the tax was paid by withholding or estimated payments, and you failed to timely file a return, any refund must be claimed within two years from the original due date of the return.

https://www.revenue.alabama.gov/legal/taxpayer-bill-of-rights/#:~:text=Time%20Limitations&text=A%20taxpayer%20also%20generally%20has,due%20date%20of%20the%20return.