Posts by steelheron47

John Clark6 said:Yes, you should receive a detailed ledger showing all the outstanding amounts. Best of luck! 🙂

Thanks, 🙂

John Clark6 said:When it comes to sales tax and corporate income tax, people usually talk about a three-year window—and for social security contributions, they say five years—but honestly? Those are just relative statutes of limitations. It’s not quite that straightforward, I guess. If you were making partial payments, perhaps working out an installment plan with the IRS, or if you reached some kind of agreement to settle up, you might have actually interrupted that clock entirely. Once that happens, the absolute statute of limitations can jump up to six years for taxes and even ten years for those contributions. There is so much nuance involved here! It isn't just a simple matter of checking a calendar; you really need to sit down with the specific notices and assessments regarding those tax obligations and then carefully crunch the numbers to see if there is actually any legitimate ground for an appeal.

I can tell you one thing for certain: nothing has been paid, and there was definitely no payment plan set up. This debt has been sitting there since December 15, 2007. All the IRS has done is send a reminder every two years in one of those standard white envelopes with a return receipt, and that's about it.
I guess my main question now is: should I just wait until they issue a formal levy notice? Wouldn't that document specify the exact dates the debts were incurred, which would give me the necessary evidence to file a request based on the statute of limitations??

John Clark6 said:grba, tax debts aren't collected through the court system or via standard garnishment laws. But you're totally right to ask generally about the type of debt involved, since it could be a three-year statute plus the year the ruling was issued.
Lauren, what is this debt for?

It’s a mix of things: sales tax, income tax from annual filings, and corporate tax—essentially everything stemming from before mid-December 2007 (though I'm not entirely sure which exact periods are covered yet).
I’m going to reach out to the Small Business Administration today with a formal request to have the debt forgiven.
On top of that, there are unpaid Social Security and Medicare contributions for a few months.

Up until now, nothing more than warning letters from the IRS have arrived. It seems like they just send a notice every two years or so.

So, yeah,

John Clark6 said:Well, steelheron47, there are honestly a million different ways to play this—it’s quite a bit to juggle! I guess you could file an appeal once you actually receive the decision regarding the enforcement, and then maybe you could try invoking the statute of limitations if... well, if that applies. But, if you ask me, the best move might just be to play dumb—you know, act like you haven't a clue until the very last second! If you decide to go the statute of limitations route during the initial warning phase, you can certainly try to cite it, though—and I should mention this—they aren't strictly obligated to honor that request.

Thanks. I guess I'm just wondering—once that garnishment order is actually issued, am I still able to file a request based on the statute of limitations? I'm a little worried that if I wait until then, the window might have already closed.

steelheron47 said:I have a question regarding some tax debt left over from my father’s small business, which he closed down back at the end of 2007 when he retired.
He just received a notice yesterday stating that if he doesn't settle up within 8 days, they’ll move straight to a collection order. A good chunk of this should be past the statute of limitations, and realistically, everything should be cleared by the time we hit about two and a half months from now... but I'm stuck on the best way to handle this. Should I file a request for the statute of limitations based solely on this recent notice? Or would it be smarter for him to head down to the IRS office first to get an official itemized list showing exactly how far back these debts go? Is it possible to request a document like that? If I can get that breakdown, I could then submit the formal request for the statute of limitations with much more certainty.
Also, I'm wondering—if I don't react to this specific notice right now, and instead wait until they actually issue the collection order, will I still be able to file the request for the statute of limitations then? Honestly, I just want to make sure we time this perfectly to get the relief we deserve.
Thanks a bunch!

Sorry if I'm being a bit much, but...

I have a question regarding some tax debt left over from my father’s small business, which he closed down back at the end of 2007 when he retired.
He just received a notice yesterday stating that if he doesn't settle up within 8 days, they’ll move straight to a collection order. A good chunk of this should be past the statute of limitations, and realistically, everything should be cleared by the time we hit about two and a half months from now... but I'm stuck on the best way to handle this. Should I file a request for the statute of limitations based solely on this recent notice? Or would it be smarter for him to head down to the IRS office first to get an official itemized list showing exactly how far back these debts go? Is it possible to request a document like that? If I can get that breakdown, I could then submit the formal request for the statute of limitations with much more certainty.
Also, I'm wondering—if I don't react to this specific notice right now, and instead wait until they actually issue the collection order, will I still be able to file the request for the statute of limitations then? Honestly, I just want to make sure we time this perfectly to get the relief we deserve.
Thanks a bunch!