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INSTRUCTIONS FOR 2004 PROTECTIVE CLAIM FOR REFUND A. PRINT THE 1040X FORMS (2 PAGES) AS THEY ARE WITHOUT CHANGE click here for the prepared Adobe Acrobat PDF form B. MANUALLY PRINT YOUR NAMES, SOCIAL SECURITY NUMBERS & C. CHECK THE APPROPRIATE BOXES IMMEDIATELY BELOW THE NAME & ADDRESS SECTION ( A, B, C ) D. SIGN AND DATE YOUR SIGNATURES AT THE BOTTOM OF PAGE 1 E. DO NOT ENTER ANY OTHER INFORMATION ON PAGE 1 OR PAGE 2 F. MAKE 3 COPIES OF THE 2 PAGE 1040X FORM. FILE THE COPY WITH ORIGINAL SIGNATURES WITH THE IRS OFFICE WHERE YOU FILE YOUR INCOME TAX RETURNS. YOU SHOULD USE CERTIFIED MAIL WITH A RETURN RECEIPT SO YOU WILL HAVE A PROPER PROOF OF FILING. MAIL NO LATER THAN APRIL 15, 2008. G. RETAIN A COPY OF THE 1040X. MAIL / FAX THE OTHER COPY TO ME H. PLEASE REMIT A HANDLING CHARGE OF $ 20.00 SO THAT WE MAY MAILING ADDRESS: I. YOUR PROTECTIVE CLAIM FOR REFUND WILL KEEP YOUR REFUND RIGHTS FROM EXPIRING ON APRIL 15, 2008. A FORMAL AMENDED 1040X WILL NEED TO BE FILED AFTER APRIL 15, 2008 TO CALCULATE AND REQUEST AN ACTUAL REFUND. WE WILL PREPARE AND FILE THAT FORMAL AMENDED 1040X UNDER A CONTINGENT FEE AGREEMENT OF 1/3RD. YOU WILL NOT PAY THIS FEE UNTIL AFTER YOU RECEIVE A REFUND. IF YOU DO NOT GET A REFUND WE GET NO FEE.
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