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I am due a refund on an old return I have not filed. What can I do to get it?

You must file that return within 3 years of the date it was originally due, including an extension if you filed one. This is the statute of limitations for refunds. But there is a refinement of that rule that prohibits refunds of payments made more than 2 years before the claim for refund is made once the 3-year period has expired.

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Observation: The application of these rules can be quite complex and sometimes baffling - even for tax professionals.​

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