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

Mmsfoxxie · ‎06-19-2010

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.

“You can’t wait until life isn’t hard anymore to be happy”. (By Nightbirde, singer of the song, It’s Ok)

Othereeeen · ‎03-13-2010

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!!!

Sage04 · ‎07-10-2011

@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.
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Yes!!! Now you can go shopping.

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

Mistreatedbycs · ‎03-10-2010

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.

Porcelain · ‎02-19-2014

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.

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When you’re accustomed to privilege, equality feels like oppression.
"Power without love is reckless and abusive, and love without power is sentimental and anemic." - Dr. Martin Luther King Jr

deepwaterdotter · ‎03-09-2010

A visit to a certified tax accountant is very good advice

Linmo · ‎12-16-2013

@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.

RealtyGal2 · ‎01-05-2017

@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.

50Mickey · ‎05-21-2010

@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.

Sage04 · ‎07-10-2011

@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.
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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.