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Patient Information Date:Patient Name: Last, FirstMI(Preferred Name)Gender: Social SecurityFamily Status: Birth Date:Phone (Home): Preferred appointment times:(Work): Morning: Afternoon Best time
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The protective filing date refers to the date on which a taxpayer submits a request for a determination regarding their tax situation, while also seeking to preserve their rights to claim benefits or deductions that may later be needed.
Taxpayers who may be subject to a situation where their tax benefits could be at risk or require clarification from the IRS are typically required to file a protective filing date.
To fill out a protective filing date, a taxpayer must complete the appropriate IRS forms, ensuring that all necessary information about their tax situation is accurately provided, along with any supporting documentation.
The purpose of a protective filing date is to safeguard taxpayers' rights to claim deductions or benefits that may be challenged or unclear, preventing the loss of these rights due to time constraints or misunderstandings.
Taxpayers must report their identifying information, details related to the issue at hand, and any relevant income, deductions, or credits on the protective filing date.
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