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Old 01-30-2015, 03:54 PM
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Join Date: Jan 2015
Location: Maine
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How to claim prior year refunds

My 94-year-old mom has been widowed for 16 years. She has been retired for about 30 years. When my dad passed away, her retirement benefits became less than the minimum amount upon which she would pay taxes, so she stopped filing tax returns. Recently, I happened to notice a 1099-R from one of her investment accounts. It indicated that they paid her $7000, and withheld $1400 federal tax and $395 state tax. This amount is in addition to her SS income, but the two combined total less than $25000. So I have prepared a tax return for her for 2014, and she will receive the approximate $1800 in refund. My question is simply, is there any way to file returns for past years in order to access that money, or is she simply out of luck? Thanks for your help.



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