by Noah Green CPA CFE | Oct 25, 2026 | Tax Return Filing
The short version A completed PDF is not proof that a return was filed. Older returns need the correct year’s forms, an available submission method and evidence showing what happened after submission. Some can be filed electronically; others require paper or a...
by Noah Green CPA CFE | Oct 25, 2026 | Tax Return Filing
The short version An old return can show an overpayment without producing an available refund. You must check both whether the refund claim is timely and whether the payment falls within the amount the law allows you to recover. Filing late does not move old...
by Noah Green CPA CFE | Oct 25, 2026 | Tax Return Filing
The short version For a self-employed person, catching up on tax returns often begins with rebuilding the books. Bank deposits, payment-platform reports, invoices and receipts each tell part of the story. They need to be reconciled so that the same sale is not counted...
by Noah Green CPA CFE | Oct 25, 2026 | Tax Return Filing
The short version A missing W-2, an old brokerage account or a lost folder does not tell you that a prior-year return is impossible to prepare. It tells you which evidence needs to be recovered. Start with a year-by-year inventory, obtain replacement records and...
by Noah Green CPA CFE | Oct 25, 2026 | Tax Return Filing
The short version Start with a list of years and facts, rather than a rule of thumb about how far back the IRS looks. A return can be required for one year and unnecessary for another. Filing may also be worthwhile for a refund even when income was below the ordinary...
by Noah Green CPA CFE | Oct 25, 2026 | Tax Return Filing
The short version If you haven’t filed tax returns, start by identifying the missing years, checking urgent notices, and gathering the records needed for an accurate return. You do not need to solve every year at once to begin. You do need a plan that...
