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determination letter submission - unsigned amendments


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Posted

hi everyone -

a client with fairly shoddy record-keeping provided us with documents to file a determination letter request on their behalf. While they have had 5 amendments since their last letter, no signed copies of these documents exist. What is the best way to submit these documents? Suggestions on explaining to the IRS what happened or giving them some proof that the amendments were actually adopted many years ago?

Thanks for your help! Any ideas would be greatly appreciated!

Posted

Do you really want an answer? I can see submitting proposed EGTRRA/PPA amendments on termination unsigned (let the IRS fret about verbiage on that amendment so your client only has to sign once), but I'd look REALLY hard to find those signed amendments...

We just had a takeover law firm client who decided on their own to file a DL app. $15k penalty later, I'd make sure that somewhere, somehow, your ducks are in a row before submitting to the IRS.

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