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<< OK. So here it is early in the 21st century, and I haven't filed for 95-98 yet. I don't expect to owe any additional taxes for those years, but the govt certainly has a different opinion, and (justifiably) would like to see my returns. In fact, I talked to an IRS agent today who said my case is "in collection." I have a mtg scheduled with himin two weeks, when I xpect to have my returns to show him.

Q: Is a meeting with a "collections" guy the same as an audit? >>

No, it's not an audit.

First a couple of "etiquette" suggestions. It's Collection, not Collections, and he's a Revenue Officer, not a Revenue Agent. (They hate it when you get that wrong.)

I can't tell from your post whether IRS has assessed your returns based on available information, in which case you would have received bills, or whether they are still looking for you to file. (Collection handles both unfiled returns and unpaid balances.) In either case, have the returns ready by the time of your meeting and be prepared to discuss any balance that you owe. In determining any balance due, realize that any refund for 1995 was lost when you didn't file by 4/15/1999.

If the returns have been assessed, the Revenue Officer is probably going to want some substantiation that your version is correct. It's still not an audit, but legally he can pursue collection based on the assessed amount. Thus, you want to be able to convince him that your returns are correct.

Phil Marti
Retired Revenue Officer
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