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DIY Assistant

Organize missing returns

Build a checklist for years that were not filed before requesting many IRS resolution options.

Work through this list

1

List each missing year

2

Gather W-2s, 1099s, self-employment records, and business records

3

Request transcripts if records are missing

4

Watch for substitute-return issues

5

File current and missing returns before asking for many payment options

Keep in view

More than three years of unfiled returns is a high-risk sign.
Business and payroll returns may need professional review.