I already filed my taxes, can I still get a refund?

Once people understand the benefits of calculating perdiem and associated deductions, a common question is, "Can I get a refund on previous year taxes I didn't take the full deduction?".  The simple answer is yes, and it's actually very easy, but there are a few things to consider.

  1. You can only go back 3 years.
  2. You must file by paper (if using Turbo Tax the program will print out the form for you, Form 1040X with 2106 attached)

How does the 3 year rule work?

  • 2012 - Deadline was April 15th, 2016
  • 2013 taxes - Documents must be postmarked no later than April 15th, 2017
  • 2014 taxes - Documents must be postmarked no later than April 15th, 2018
  • 2015 taxes - Documents must be postmarked no later than April 15th, 2019
  • 2016 taxes - Documents must be postmarked no later than April 15th, 2020

I looked at the requirements and it's still too confusing?

It is always recommended to have a tax professional look at your returns.  Tax professionals keep things easy and help with decisions that impact the risk of IRS audit.  They also help ensure your documents look professional and accurate should an audit occur.  Click here for a list of tax professionals who specialize in DOT rules for Pilots and Flight Attendants.