IRS Form 1045 walkthrough (Application for Tentative Refund)

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  • เผยแพร่เมื่อ 26 พ.ย. 2024

ความคิดเห็น • 15

  • @teachmepersonalfinance
    @teachmepersonalfinance  ปีที่แล้ว

    Please feel free to check out our article, where we've written step by step instructions to help you walk through this tax form! www.teachmepersonalfinance.com/irs-form-1045-instructions/

  • @samirasurani1187
    @samirasurani1187 4 หลายเดือนก่อน +1

    Hi, do you still file 1045 if there’s no carry back, bit amending past years for correction of NOL.

    • @teachmepersonalfinance
      @teachmepersonalfinance  4 หลายเดือนก่อน

      You can still use IRS Form 1045 for amending a prior year NOL. However, you'd also need to file IRS Form 1040-X (assuming you're filing as an individual taxpayer, and not as an estate or trust):
      IRS Form 1040-X, Amended U.S. Individual Income Tax Return
      Article: www.teachmepersonalfinance.com/irs-form-1040-x-instructions/
      Video: th-cam.com/video/4WjwzGOL0kc/w-d-xo.html
      In this situation, here's the guidance from the form instructions:
      If you use Form 1040-X or other amended return, follow the instructions for that return. Attach to the amended return a copy of Schedule A of Form 1045 showing the computation of the NOL and, if applicable, a copy of Schedule B of Form 1045 showing the computation of the NOL carryover.
      Complete a separate Form 1040-X or other amended return for each year for which you request an adjustment.

  • @shonshon247
    @shonshon247 2 หลายเดือนก่อน

    Hi, if my AGI (calculated without NOL on schedule 1) is low enough to be covered by the standard deduction, do I still need to include the NOL to reduce the AGI?

    • @teachmepersonalfinance
      @teachmepersonalfinance  2 หลายเดือนก่อน

      According to IRS Publication 536, "If your NOL is more than the taxable income of the year you carry it to (figured before deducting the NOL), you will generally have an NOL carryover to the next year."
      With this understanding, which applies to your situation, I would say that you have an NOL carryover (or carryback to a different tax year, if that's available to you).

  • @abigailmarshall5302
    @abigailmarshall5302 7 หลายเดือนก่อน +1

    How do I carry forward an NOL?

    • @spongyfall502
      @spongyfall502 7 หลายเดือนก่อน

      True and real

  • @ThaMidwestBrutha
    @ThaMidwestBrutha ปีที่แล้ว

    How Can you get a refund from a NOL carryforward.

    • @teachmepersonalfinance
      @teachmepersonalfinance  ปีที่แล้ว +1

      I would refer you to IRS Publication 536, which walks taxpayers through NOL for individuals, estates & trusts. www.irs.gov/publications/p536

    • @ThaMidwestBrutha
      @ThaMidwestBrutha ปีที่แล้ว

      @teachmepersonalfinance2169 Can I pay 4 consultation on this...I'm familiar with publications 536 & f1045 is this issue.

    • @antoineambrose4260
      @antoineambrose4260 10 หลายเดือนก่อน +1

      I got a feelin you watch Eeon. Am I right?

    • @ThaMidwestBrutha
      @ThaMidwestBrutha 10 หลายเดือนก่อน

      @antoineambrose4260 Is she an Accountant or what?

    • @sheltonpenrow7061
      @sheltonpenrow7061 8 หลายเดือนก่อน

      @@ThaMidwestBruthayou ever found a way