Bobo’s • Homewood, Illinois
Missing a tax return from an earlier year?
If an earlier return was never filed, identify the year and the income records available for that period. Filing questions and payment questions should both be discussed.
Call (855) 494-5639Tax relief contact: Republic Tax
Confirm which years need attention
Gather any IRS correspondence about missing returns and copies of the returns you do have. A list of affected years helps you explain the gap without relying on memory alone.
Look for income and expense records
Useful records may include W-2s, 1099s, relevant business records, and documents supporting deductions or credits. The appropriate documents depend on the year and the return being prepared.
If records are missing
Ask which documents can be replaced and whether an IRS transcript may help. Avoid inventing amounts to fill a gap. Keep a note of missing items so you can discuss how to obtain them.
Talk about payment separately
A past-due filing can involve a balance owed. Discuss filing and payment options together rather than assuming you must pay everything before addressing the missing return.