Level 2

Question

Taxpayer received social security card in 2022. They had ITIN previously with two kids (and married). Are they able to amend the past 3 years to receive any credits they would have missed out on since he didnt have a social? Thank you!

Forum|Forum|3 years ago
April 16, 2023
2 replies
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Taxpayer received social security card in 2022. They had ITIN previously with two kids (and married). Are they able to amend the past 3 years to receive any credits they would have missed out on since he didnt have a social? Thank you!

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Level 6

I used to volunteer at a VITA site and we saw quite a few of these situations. The answer was Yes, you can amend to claim prior year unallowed credits. But the 2019 return may be too late for a refund.

Level 15

"But the 2019 return may be too late for a refund."

Recent news release:

"The Internal Revenue Service estimates that there is almost $1.5 billion in unclaimed refunds from tax year 2019, but the deadline to secure that money is nearing.

Taxpayers have until July 17 to submit a tax return and get the money they are owed."

Don't yell at us; we're volunteers

Level 6

Oh yeah, I completely forgot there was a pandemic.

Level 15

@JOSEJARAG wrote:

Are they able to amend the past 3 years to receive any credits they would have missed out on since he didnt have a social?

They can amend their returns, however, many credits require the taxpayer to have their Social Security Number by the due date of the return. So I suspect they won't be able to claim any credits that they haven't already taken.