How do you file taxes when a third party won't give you the forms?
Essential financial documents like an R185 form are sometimes withheld or missing because a third party is unresponsive or the account has been closed. This leaves taxpayers unable to determine interest amounts or report necessary figures on their annual tax return.
What the numbers show
Counted from the threads quoted below. How we count
- People have been saying this in most months since August 2026.
What people tried
Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.
- 1Fill in the tax return using provisional or estimated figures and submit an amended return later if final figures become available
- 2Use a reasonable estimate based on a small rate of interest for accounts paying low rates and explain it in the additional notes box
- 3filling out sales tax forms stating zero income
- 4planning to consult an accountant or CPA
- 5searching online on the franchise tax board website and the IRS
In their words
Unedited, grouped by where they were said, most upvoted first within each place, each linked to the thread it came from.
“However, this solicitor never provided me an R185, and (since the estate has now been fully distributed, and the account closed) is no longer responding to emails. So I have no way to determine how much (if any) interest the inheritance sum accrued.”source ↗
“I'm now filling in my Tax Return for 2025-25, and should be including the relevant number in that Return. But I can't. Because I don't know the number and don't have any means by which to determine it.”source ↗
“Is there anything I need to report/file this year if I haven't made anything?”source ↗
“I filled out a form for sales tax saying I made nothing, but can't see if I'm supposed to do that for state or even federal tbh.”source ↗
“I guess I'm confused because nowhere on the franchise tax board website or the IRS, is there an option for me to file for my business.”source ↗
Where this came up
People with this problem also raised
- 3Can I get a loan with unfiled tax returns?
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- 16How to handle expense reports without being good at math
- 5How to stop manually moving numbers from PDFs into Excel