IRS Audit?

saveferris2009 · Dec 10, 2011

Hey guys - just wondering if any of you have been audited for CF Medical Expenses from your taxes? I have been working and 100% fully self-supported for 8 years and 7 out of those 8 my medical expenses have been able to be itemized. I take the CFF's guidance for including food consumption (<a href="http://www.cff.org/UploadedFiles/LivingWithCF/AssistanceResources/Tax-tips-for-food-expense-deductions.pdf">http://www.cff.org/UploadedFiles/LivingWithCF/AssistanceResources/Tax-tips-for-food-expense-deductions.pdf</a>) but I am curious if any of you had had to deal with the IRS to prove yourself? If so, do you have any tips to help a fellow CFer out? I have a receipt for every single piece of food I have consumed, and I took a pretty conservative deduction, so I know I was 100% ethical and in the right. But I don't want this process of being audited to consume my life over the next few months - I have 2 full time jobs to attend to (caring for my CF and my other job that earns me a salary). Thanks in advance for your help.

saveferris2009 · Dec 10, 2011

Hey guys - just wondering if any of you have been audited for CF Medical Expenses from your taxes? I have been working and 100% fully self-supported for 8 years and 7 out of those 8 my medical expenses have been able to be itemized. I take the CFF's guidance for including food consumption (<a href="http://www.cff.org/UploadedFiles/LivingWithCF/AssistanceResources/Tax-tips-for-food-expense-deductions.pdf">http://www.cff.org/UploadedFiles/LivingWithCF/AssistanceResources/Tax-tips-for-food-expense-deductions.pdf</a>) but I am curious if any of you had had to deal with the IRS to prove yourself? If so, do you have any tips to help a fellow CFer out? I have a receipt for every single piece of food I have consumed, and I took a pretty conservative deduction, so I know I was 100% ethical and in the right. But I don't want this process of being audited to consume my life over the next few months - I have 2 full time jobs to attend to (caring for my CF and my other job that earns me a salary). Thanks in advance for your help.

LouLou · Dec 10, 2011

I have not been audited. And I don't have much advice other than if the agent mentions to bring prior years info to the meeting as well as the year you are being audited for I have been told not to do it. If you supply it they have the right to investigate/back tax you on their findings but if you leave it at home they will have to audit you for the specific year they are curious about. I bring this up because you mention 7 years of deducting med expenses. I would opt NOT to mention this. If they ask say you'd have to check your records.
What year are you being audited for?
Curious did you have a CPA file that year or did you self submit?
Do you have a letter from your doctor or nutritionist stating you need to eat a high calorie diet? If not work on getting one and have it state that you've needed to eat add'l calories your whole life due to the disease & the date you started care under him/her. Think about other letters (equipment, household upgrades, exercise, etc.) you might need and ask for them all at once from your doctors but hold them and only present them when they question each area.
I've heard "a paper for a paper" meaning don't roll out everythign you have to them. Make them ask for each thing. I'm not sure why this helps. If you don't have a CPA I'd get one.
Are there any areas of your deductions that you are particularly concerned about?

LouLou · Dec 10, 2011

I have not been audited. And I don't have much advice other than if the agent mentions to bring prior years info to the meeting as well as the year you are being audited for I have been told not to do it. If you supply it they have the right to investigate/back tax you on their findings but if you leave it at home they will have to audit you for the specific year they are curious about. I bring this up because you mention 7 years of deducting med expenses. I would opt NOT to mention this. If they ask say you'd have to check your records.
What year are you being audited for?
Curious did you have a CPA file that year or did you self submit?
Do you have a letter from your doctor or nutritionist stating you need to eat a high calorie diet? If not work on getting one and have it state that you've needed to eat add'l calories your whole life due to the disease & the date you started care under him/her. Think about other letters (equipment, household upgrades, exercise, etc.) you might need and ask for them all at once from your doctors but hold them and only present them when they question each area.
I've heard "a paper for a paper" meaning don't roll out everythign you have to them. Make them ask for each thing. I'm not sure why this helps. If you don't have a CPA I'd get one.
Are there any areas of your deductions that you are particularly concerned about?

SIcklyhatED · Dec 10, 2011

Ok, I'm going to sound like a total young noob over here, but you can be audited for CF stuff?? D:
Can someone explain a little to me? I'm 18 so obviously I have noooo idea about this kind of stuff, though I am curious.

SIcklyhatED · Dec 10, 2011

Ok, I'm going to sound like a total young noob over here, but you can be audited for CF stuff?? D:
Can someone explain a little to me? I'm 18 so obviously I have noooo idea about this kind of stuff, though I am curious.

saveferris2009 · Dec 11, 2011

<div class="FTQUOTE"><begin quote>Originally posted by: LouLou

I have not been audited. And I don't have much advice other than if the agent mentions to bring prior years info to the meeting as well as the year you are being audited for I have been told not to do it. If you supply it they have the right to investigate/back tax you on their findings but if you leave it at home they will have to audit you for the specific year they are curious about. I bring this up because you mention 7 years of deducting med expenses. I would opt NOT to mention this. If they ask say you'd have to check your records.</end quote> So far this is a through the mail audit (they are asking for receipts), but this is great advice. Thusfar I have 300+ pages that I'm going to have to mail to them... <div class="FTQUOTE"><begin quote>Originally posted by: LouLouWhat year are you being audited for?</end quote> Medical deductions, charity deductions. They're all 100% legit and I have kept perfect records. It's just exhausting doing all of this xeroxing! <div class="FTQUOTE"><begin quote>Originally posted by: LouLouCurious did you have a CPA file that year or did you self submit?</end quote> Yup, I had a CPA file all 7 years - I figure they know best! <img src="i/expressions/face-icon-small-smile.gif" border="0"> We also used the CFF's guidelines. <div class="FTQUOTE"><begin quote>Originally posted by: LouLouDo you have a letter from your doctor or nutritionist stating you need to eat a high calorie diet? If not work on getting one and have it state that you've needed to eat add'l calories your whole life due to the disease & the date you started care under him/her. Think about other letters (equipment, household upgrades, exercise, etc.) you might need and ask for them all at once from your doctors but hold them and only present them when they question each area.</end quote> This is where I need to catch up - I thought about the high calorie diet, but not the exercise, household upgrades, etc. Thanks for the great reminder! <div class="FTQUOTE"><begin quote>Originally posted by: LouLouI've heard "a paper for a paper" meaning don't roll out everythign you have to them. Make them ask for each thing. I'm not sure why this helps.</end quote> Ya this is a great reminder, thanks! <div class="FTQUOTE"><begin quote>Originally posted by: LouLouAre there any areas of your deductions that you are particularly concerned about?</end quote> No, it's just the type of tips you mentioned above - those are what I'm looking for. I know my deductions are legit, and I have every single receipt, it's just the extra stuff that you mentioned I was afraid I would mess up. Thanks so much!!!

saveferris2009 · Dec 11, 2011

<div class="FTQUOTE"><begin quote>Originally posted by: LouLou

I have not been audited. And I don't have much advice other than if the agent mentions to bring prior years info to the meeting as well as the year you are being audited for I have been told not to do it. If you supply it they have the right to investigate/back tax you on their findings but if you leave it at home they will have to audit you for the specific year they are curious about. I bring this up because you mention 7 years of deducting med expenses. I would opt NOT to mention this. If they ask say you'd have to check your records.</end quote> So far this is a through the mail audit (they are asking for receipts), but this is great advice. Thusfar I have 300+ pages that I'm going to have to mail to them... <div class="FTQUOTE"><begin quote>Originally posted by: LouLouWhat year are you being audited for?</end quote> Medical deductions, charity deductions. They're all 100% legit and I have kept perfect records. It's just exhausting doing all of this xeroxing! <div class="FTQUOTE"><begin quote>Originally posted by: LouLouCurious did you have a CPA file that year or did you self submit?</end quote> Yup, I had a CPA file all 7 years - I figure they know best! <img src="i/expressions/face-icon-small-smile.gif" border="0"> We also used the CFF's guidelines. <div class="FTQUOTE"><begin quote>Originally posted by: LouLouDo you have a letter from your doctor or nutritionist stating you need to eat a high calorie diet? If not work on getting one and have it state that you've needed to eat add'l calories your whole life due to the disease & the date you started care under him/her. Think about other letters (equipment, household upgrades, exercise, etc.) you might need and ask for them all at once from your doctors but hold them and only present them when they question each area.</end quote> This is where I need to catch up - I thought about the high calorie diet, but not the exercise, household upgrades, etc. Thanks for the great reminder! <div class="FTQUOTE"><begin quote>Originally posted by: LouLouI've heard "a paper for a paper" meaning don't roll out everythign you have to them. Make them ask for each thing. I'm not sure why this helps.</end quote> Ya this is a great reminder, thanks! <div class="FTQUOTE"><begin quote>Originally posted by: LouLouAre there any areas of your deductions that you are particularly concerned about?</end quote> No, it's just the type of tips you mentioned above - those are what I'm looking for. I know my deductions are legit, and I have every single receipt, it's just the extra stuff that you mentioned I was afraid I would mess up. Thanks so much!!!

Incomudrox · Dec 11, 2011

<div class="FTQUOTE"><begin quote>Originally posted by: SIcklyhatED

Ok, I'm going to sound like a total young noob over here, but you can be audited for CF stuff?? D:

Can someone explain a little to me? I'm 18 so obviously I have noooo idea about this kind of stuff, though I am curious.</end quote> <a target="_blank" title="" href="http://lmgtfy.com/?q=What+is+an+IRS+audit">This link explains about IRS Audits.</a>

Incomudrox · Dec 11, 2011

<div class="FTQUOTE"><begin quote>Originally posted by: SIcklyhatED

Ok, I'm going to sound like a total young noob over here, but you can be audited for CF stuff?? D:

Can someone explain a little to me? I'm 18 so obviously I have noooo idea about this kind of stuff, though I am curious.</end quote> <a target="_blank" title="" href="http://lmgtfy.com/?q=What+is+an+IRS+audit">This link explains about IRS Audits.</a>

saveferris2009 · Dec 11, 2011

OMG I so so so love using "let me google that for you" <img src="i/expressions/face-icon-small-smile.gif" border="0"> <img src="i/expressions/face-icon-small-smile.gif" border="0"> <img src="i/expressions/face-icon-small-smile.gif" border="0">

saveferris2009 · Dec 11, 2011

OMG I so so so love using "let me google that for you" <img src="i/expressions/face-icon-small-smile.gif" border="0"> <img src="i/expressions/face-icon-small-smile.gif" border="0"> <img src="i/expressions/face-icon-small-smile.gif" border="0">

Incomudrox · Dec 11, 2011

<div class="FTQUOTE"><begin quote>Originally posted by: saveferris2009

OMG I so so so love using "let me google that for you" <img src=""> <img src=""> <img src=""></end quote> <img src="i/expressions/face-icon-small-smile.gif" border="0">

Incomudrox · Dec 11, 2011

<div class="FTQUOTE"><begin quote>Originally posted by: saveferris2009

OMG I so so so love using "let me google that for you" <img src=""> <img src=""> <img src=""></end quote> <img src="i/expressions/face-icon-small-smile.gif" border="0">

julie · Dec 13, 2011

If you need help with your audit, let me know... services@dafcf.org

julie · Dec 13, 2011

If you need help with your audit, let me know... services@dafcf.org

IRS Audit?

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