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Tax Paid by the
RIC or REIT
Name of Regulated on Total
Investment Company Total Undistributed Undistributed
or Real Estate Name of Long-Term Long-Term
Investment Trust Shareholder Capital Gains Capital Gains
New Jersey Darlene $12,000 $3,000
Department of Labor Esposito
Division of
Environmental
Protection
Tax Paid by the
RIC or REIT
Name of Regulated on Total
Investment Company Total Undistributed Undistributed
or Real Estate Name of Long-Term Long-Term
Investment Trust Shareholder Capital Gains Capital Gains
New Jersey Amnesty $13,000 $3,000
Department of LaborInternational
Petitioner did not pay to the Service from any of her
personal accounts, including her checking account, the other tax
payments of $6,000 that she reported in her 1999 return with
respect to which she is claiming an overpayment.
On or about August 7, 2000, respondent notified petitioner
that it had changed petitioner’s 1999 return and had determined
that petitioner was entitled to a refund of $2,445.34, and not
$8,445.34 as claimed in that return, for her taxable year 1999.
On a date not disclosed by the record after August 7, 2000,
respondent sent petitioner a $2,445.34 refund check.
Around September 2000, petitioner filed (1) Form 1040X,
Amended U.S. Individual Income Tax Return (Form 1040X), (2) Form
1045, Application for Tentative Refund (Form 1045), and (3) Form
843, Claim for Refund and Request for Abatement (Form 843), with
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Last modified: May 25, 2011