Demutualization.biz

demutualization
The site for taxpayers to apply for refunds of income taxes paid on demutualization
distributions using the zero basis directive of IRS REV. RUL. 71-233.
You did not get something for nothing.

NEWS: August 6, 2008
United States Court of Federal Claims ruling
Read the Updates page for the details on how this impacts you.
 
If you paid federal or state income tax on cash received or stock
sold in 2004 due to a demutualization distribution,
YOU MUST IMMEDIATELY FILE A PROTECTIVE CLAIM FOR REFUND
BEFORE APRIL 15, 2008
as the statute of limitations will expire after April 15, 2008 for 2004 returns. 
***** Click here for instructions and form *****

Contact
C. D. Ulrich, CPA - MN Certificate # 02036
12666 Noble Fir Dr, Baxter, MN 56425

Phone:   218-828-4289      E-Mail:   cdu@charter.net      Fax:   218-828-3719


New Information for the 2006 Filing Year
Billions in Overpaid TaxesNov 15, 2006 Court Order

Insurance Forum June 2003 Issue  Contingent Filing Fee Offer Contingeny Filing Fee Agreement 


If you paid federal or state income tax on cash received or stock sold in any year 2004, 2005, 2006 or 2007, that was received in a year from 1986- 2007, from any listed Life Insurance Company. You should file an IMMEDIATE Amended Tax Return. 1040X, or Amended 1041 and State Counterparts. As of 3/15/2006 there are at least 34 Mutual Life Insurance Companies who have converted from mutual to stock ownership in a process referred to as demutualization. See link at the top of this page to look for your Life Insurance Co.

REALITY CHECK

  1. You must file an amended 1040X or amended 1041 Income Tax return in order to obtain a refund.  No amended return means no refund.

  2. You may file your own amended return, or we will file your amended return from a copy of your original tax return for the year you paid the tax on a contingent fee basis. See contingent fee links above.

  3. The statute of limitations for 2004 tax returns will generally expire on 4/15/08, unless a protective amended tax return is filed by then. Ask your tax preparer or contact us immediately. ACT NOW.

  4. We will add your personal information requested below to our database in an attempt to include you in any favorable benefits which may result from the pending litigation in, the United States court of federal claims.  If we do not have this information we will not be able to take action to include you. You will not be included in any class action, or joinder benefits if we don’t have your information.

Register Your Information by Clicking Here

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