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If you’ve discovered you need to claim back tax on a bank account or other security interest, you need to act quickly. You will only have a few years before you legally forfeit the additional money.
File Amended Return
Your tax accountant may tell you to file an amended return. Remember that everything with the IRS takes time, so doing this to claim back overpaid tax may take several months.
State and County Taxes
If the taxes that you need to claim were from a state or county tax, you will want to contact your local state or county tax office to learn how to claim back tax savings. You will also need to provide the documentation to show you overpaid. Many states and counties have specified their own distinctive time constraints, usually they differ from the IRS. It is critical to know your state tax laws to act quickly.
File Amended Return
Your tax accountant may tell you to file an amended return. Remember that everything with the IRS takes time, so doing this to claim back overpaid tax may take several months.
State and County Taxes
If the taxes that you need to claim were from a state or county tax, you will want to contact your local state or county tax office to learn how to claim back tax savings. You will also need to provide the documentation to show you overpaid. Many states and counties have specified their own distinctive time constraints, usually they differ from the IRS. It is critical to know your state tax laws to act quickly.
