topic Re: An Addendum to “This has GOT to be a scam”. in Community Chat

An Addendum to “This has GOT to be a scam”.

Mmsfoxxie — Tue, 07 Sep 2021 20:20:19 GMT

Last Wednesday, September 1st, I received a refund from the IRS and I came on here stating that it had to be a scam. I thought it was a scam because I paid them and additional $2900 in April that one of those online tax services said I owed. I'm married, filing separately. Since I retired in 2015, I've had to pay higher amounts each year. Even when I was going to a tax preparer in person it's been high, just not quite as high.

Anyway, I was always angry about paying so much but knowing I had to itemize with nothing to itemize is what I was angry about.

Today, I got 'the letter' from the IRS saying that I overpaid by $2100+. Shocked but happy but still skeptical. If I overpaid for 2020, I must have over paid for 2019. My finances haven't changed since I had to draw on my annuity funds at age. 70. I had to pay tax on that.

I may call them at the number on the letter for further clarification because this is still not making sense.

Re: An Addendum to “This has GOT to be a scam”.

Othereeeen — Tue, 07 Sep 2021 21:13:53 GMT

You can file an "amended return" I believe going back three years..

IRS Form 1040X.

You can read about how to file on irs.gov. the official IRS website!

Make sure if you CALL the IRS, you get the phone number off thier official website, NOT whatever "letter" you got.

Good luck!!!

Re: An Addendum to “This has GOT to be a scam”.

Sage04 — Tue, 07 Sep 2021 21:32:51 GMT

@Mmsfoxxie wrote:
Last Wednesday, September 1st, I received a refund from the IRS and I came on here stating that it had to be a scam. I thought it was a scam because I paid them and additional $2900 in April that one of those online tax services said I owed. I'm married, filing separately. Since I retired in 2015, I've had to pay higher amounts each year. Even when I was going to a tax preparer in person it's been high, just not quite as high.

Anyway, I was always angry about paying so much but knowing I had to itemize with nothing to itemize is what I was angry about.

Today, I got 'the letter' from the IRS saying that I overpaid by $2100+. Shocked but happy but still skeptical. If I overpaid for 2020, I must have over paid for 2019. My finances haven't changed since I had to draw on my annuity funds at age. 70. I had to pay tax on that.

I may call them at the number on the letter for further clarification because this is still not making sense.
-----------------------------------------------------------
Yes!!! Now you can go shopping.

IRS can't multitask. One thing at a time. 2019 will come in 2022.

Re: An Addendum to “This has GOT to be a scam”.

Mistreatedbycs — Tue, 07 Sep 2021 22:06:41 GMT

You know, I would just bet if you took all your paperwork for the last 5 years to a tax accountant, you'll get a whole lot back.

Nothing like walking in the office and talking to a real live person.

Re: An Addendum to “This has GOT to be a scam”.

Porcelain — Tue, 07 Sep 2021 22:17:55 GMT

That's so cool! I'm very happy for you. There have been recent changes to the tax code -- as well as some sort of legal battle about some changes that was resolved only a little while ago. So it's great that you finally got some good money luck.

Re: An Addendum to “This has GOT to be a scam”.

deepwaterdotter — Tue, 07 Sep 2021 22:10:05 GMT

A visit to a certified tax accountant is very good advice

Re: An Addendum to “This has GOT to be a scam”.

Linmo — Tue, 07 Sep 2021 22:26:43 GMT

@Mmsfoxxie Enjoy your windfall! Depending on what the error was and what state you live in, you may have overpaid on your state taxes as well.

Re: An Addendum to “This has GOT to be a scam”.

RealtyGal2 — Tue, 07 Sep 2021 22:54:56 GMT

@Mmsfoxxie wrote:
Last Wednesday, September 1st, I received a refund from the IRS and I came on here stating that it had to be a scam. I thought it was a scam because I paid them and additional $2900 in April that one of those online tax services said I owed. I'm married, filing separately. Since I retired in 2015, I've had to pay higher amounts each year. Even when I was going to a tax preparer in person it's been high, just not quite as high.

Anyway, I was always angry about paying so much but knowing I had to itemize with nothing to itemize is what I was angry about.

Today, I got 'the letter' from the IRS saying that I overpaid by $2100+. Shocked but happy but still skeptical. If I overpaid for 2020, I must have over paid for 2019. My finances haven't changed since I had to draw on my annuity funds at age. 70. I had to pay tax on that.

I may call them at the number on the letter for further clarification because this is still not making sense.

It sounds to me as though you need a good in person tax professional.

Re: An Addendum to “This has GOT to be a scam”.

50Mickey — Tue, 07 Sep 2021 23:21:51 GMT

@Mmsfoxxie wrote:
Last Wednesday, September 1st, I received a refund from the IRS and I came on here stating that it had to be a scam. I thought it was a scam because I paid them and additional $2900 in April that one of those online tax services said I owed. I'm married, filing separately. Since I retired in 2015, I've had to pay higher amounts each year. Even when I was going to a tax preparer in person it's been high, just not quite as high.

Anyway, I was always angry about paying so much but knowing I had to itemize with nothing to itemize is what I was angry about.

Today, I got 'the letter' from the IRS saying that I overpaid by $2100+. Shocked but happy but still skeptical. If I overpaid for 2020, I must have over paid for 2019. My finances haven't changed since I had to draw on my annuity funds at age. 70. I had to pay tax on that.

I may call them at the number on the letter for further clarification because this is still not making sense.

It sounds like you need a different tax preparer. You said that you have to itemize with nothing to itemize. This makes no sense. And why are you filing married filing separately? Maybe you have been filing incorrectly for several years. Enjoy your wind fall.

Re: An Addendum to “This has GOT to be a scam”.

Sage04 — Wed, 08 Sep 2021 03:51:39 GMT

@50Mickey wrote:
@Mmsfoxxie wrote:
Last Wednesday, September 1st, I received a refund from the IRS and I came on here stating that it had to be a scam. I thought it was a scam because I paid them and additional $2900 in April that one of those online tax services said I owed. I'm married, filing separately. Since I retired in 2015, I've had to pay higher amounts each year. Even when I was going to a tax preparer in person it's been high, just not quite as high.

Anyway, I was always angry about paying so much but knowing I had to itemize with nothing to itemize is what I was angry about.

Today, I got 'the letter' from the IRS saying that I overpaid by $2100+. Shocked but happy but still skeptical. If I overpaid for 2020, I must have over paid for 2019. My finances haven't changed since I had to draw on my annuity funds at age. 70. I had to pay tax on that.

I may call them at the number on the letter for further clarification because this is still not making sense.

It sounds like you need a different tax preparer. You said that you have to itemize with nothing to itemize. This makes no sense. And why are you filing married filing separately? Maybe you have been filing incorrectly for several years. Enjoy your wind fall.
----------------------------------------------------------------
Stop assuming that @Mmsfoxxie doesn't know what she's doing. A lot of married people filed seperately for different reasons. No questions asked.

Like you said, "enjoy your windfall"
End of story.

Re: An Addendum to “This has GOT to be a scam”.

Mistreatedbycs — Wed, 08 Sep 2021 03:58:03 GMT

@Sage04

Oh my, a great suggestion is to go to a certified public accountant.

No one is judging her, we are all trying to look for her since what she is telling us doesn't make sense.

Pay $2900 and get $2100 back....something is wrong.

Re: An Addendum to “This has GOT to be a scam”.

Mmsfoxxie — Wed, 08 Sep 2021 13:21:24 GMT

@Sage04 wrote:
@Mmsfoxxie wrote:
Last Wednesday, September 1st, I received a refund from the IRS and I came on here stating that it had to be a scam. I thought it was a scam because I paid them and additional $2900 in April that one of those online tax services said I owed. I'm married, filing separately. Since I retired in 2015, I've had to pay higher amounts each year. Even when I was going to a tax preparer in person it's been high, just not quite as high.

Anyway, I was always angry about paying so much but knowing I had to itemize with nothing to itemize is what I was angry about.

Today, I got 'the letter' from the IRS saying that I overpaid by $2100+. Shocked but happy but still skeptical. If I overpaid for 2020, I must have over paid for 2019. My finances haven't changed since I had to draw on my annuity funds at age. 70. I had to pay tax on that.

I may call them at the number on the letter for further clarification because this is still not making sense.
-----------------------------------------------------------
Yes!!! Now you can go shopping.

IRS can't multitask. One thing at a time. 2019 will come in 2022.

Hahahaha! @Sage04

Re: An Addendum to “This has GOT to be a scam”.

50Mickey — Wed, 08 Sep 2021 18:32:57 GMT

@Sage04 Wow you must have got up on the wrong side of the bed. I didn't assume that Mmsfoxxie doesn't know what she is doing. I was responding to her statement that she overpaid her taxes by $2100 and that she has to itemize when she has nothing to itemize and she thinks that she might have overpaid in 2019. If she is using a tax preparer something is wrong. But it sounds like she is not using a tax preparer. So yes I tend to think that she may need to get some tax advice from a professional because something is not adding up.

Re: An Addendum to “This has GOT to be a scam”.

Mmsfoxxie — Wed, 08 Sep 2021 19:08:07 GMT

Ok, guys I guess I didn't explain the situation well. $2900 is not ALL I paid in taxes. That was the additional money I paid. What irs is saying is that I didn't owe an additional $2900, I owed about $800 above what was given them through the year.

In 2020, I was scheduled to have taxes done by a private tax preparer in April of 2020. It was cancelled due to everything being closed so I did it through an online tax prep. In April 2021, I did the same thing. Next year, I hope I can get an appointment with an in person service but who knows as of today.

PS..if you are married and don't want to file with your spouse who itemizes, you have to file 'married, filing separately'. Even if you have nothing to itemize.

Re: An Addendum to “This has GOT to be a scam”.

Sage04 — Wed, 08 Sep 2021 19:32:47 GMT

@50Mickey wrote:
@Sage04 Wow you must have got up on the wrong side of the bed. I didn't assume that Mmsfoxxie doesn't know what she is doing. I was responding to her statement that she overpaid her taxes by $2100 and that she has to itemize when she has nothing to itemize and she thinks that she might have overpaid in 2019. If she is using a tax preparer something is wrong. But it sounds like she is not using a tax preparer. So yes I tend to think that she may need to get some tax advice from a professional because something is not adding up.

@50Mickey

Haven't heard that phrase in years "getting up on the wrong side of the bed". That's funny.

Re: An Addendum to “This has GOT to be a scam”.

occasionalrain — Wed, 08 Sep 2021 19:44:43 GMT

@Porcelain

I like your Happy Cat, he looks a lot like mine.

Re: An Addendum to “This has GOT to be a scam”.

Porcelain — Wed, 08 Sep 2021 23:48:02 GMT

@occasionalrain wrote:
@Porcelain

I like your Happy Cat, he looks a lot like mine.

You must be super lucky!

Re: An Addendum to “This has GOT to be a scam”.

Duckncover — Thu, 09 Sep 2021 02:03:19 GMT

Sounds like you need to use someone different to file your taxes. If you are married it is probably best to file jointly. I am not tax expert, but after I retired I was having to pay thousands every April until we changed and filed jointly. Talk to a cpa. It will be worth the money you pay them.