Protective claims for 2017-2019 - Spidell

Protective claims for 2017-2019

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Message Board Protective claims for 2017-2019

  • This topic has 2 replies, 2 voices, and was last updated 1 week, 3 days ago by Anonymous .
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    • #266050
      Anonymous
      Member

      May one protective claim listing years 2017-2019 be filed if either the 0.9% Medicare tax or the 3.8% net investment tax was not applicable for one of the years?  In other words, does each protective claim have to be tailored to the specific taxpayer or can the same template be used for all individuals who paid at least one of the taxes in one of the years?

    • #266088
      Lynn Freer
      Participant

      No you can file a protective claim covering all years but I’d file a separate claim for years prior to 2018 and 2018 and later. See our hot news and notes posts

    • #266479
      Anonymous

      Does it make sense to file a claim for 2018 at the moment or later?

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