Video Tips: Collect Your 2019 Tax Refund Before The Deadline

It’s not too late for the 1.5 million taxpayers with unclaimed 2019 refunds to claim their cash, but they need to file soon. Taxpayers usually have three years from the original due date of the return, generally April 15, to file and claim their tax refunds. Due to the COVID-19 pandemic, IRS postponed the due date for 2019 returns to July 17, 2020, and the IRS has also extended the three-year deadline for filing refund claims for 2019 returns to July 17, 2023. This means taxpayers still have time to claim valuable family tax credits.

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The Most Important Thing to Have Ready

If you received a notice or letter from the IRS or Oklahoma Tax Commission, keep it available. That document usually tells us what the agency is requesting, the deadlines involved, and what information we may need next.

What Happens Next?

Our staff will first gather some basic information and determine whether the matter is something our firm can assist with.

If appropriate, the next step is a paid one-hour strategy meeting with former IRS Revenue Agent, Austin Murray, CPA. During that meeting, we review the notices and relevant records in detail and discuss the available options.

If you engage Millennial Accounting for representation, the consultation fee is applied toward the representation retainer.

Helpful Documents to Have Available

  • IRS or Oklahoma Tax Commission notices

  • Prior tax returns

  • Accounting or payroll records

  • Previous correspondence with the taxing agency

  • Any documents specifically requested in the notice

Important:
Do not email sensitive tax documents! Our staff will direct you to an approved secure method.