Sunday, March 25, 2012

Expect the Unexpected

by Leann

A few weeks ago, we received a very long letter (as in 17 pages) from our fine revenue seekers in Washington telling us we made a few mistakes on our return from 2010 and that we owed A WHOLE LOT OF MONEY. This is not the letter anyone wants to get. I'd wager most of us fear getting just such a letter. Of course, since these "mistakes" took all year for them to "uncover" the interest and penalties had to be piled on. Sure they did. Sheesh.

We are not wealthy people, just your average middle class Americans. We pay our bills, we have no debt except for our mortgage and we file on time and do the best we can understanding the ridiculously complicated code. Naturally we are the target for this--not the billionaires who probably pay less than what our unnamed Washington D.C. entity wanted us cough up. Kind of makes me sick, when I think about it.

Fortunately, because the forms used for my line of business are way over our heads, we have a very intelligent woman at the most famous preparers in the country do the work. She does a great job. And she was appalled and shocked at that 17 page letter. Now, I have been known to complain about customer service on this very blog. Not this time. She was on it like a tick on a dog. We had to supply a few more pieces of paper, but that was all. We were hoping to pay, hopefully, half of what was demanded of us.

Well, guess what? Turns out our favorite uncle made a few mistakes. He owes my husband and me money. Yes. You read that right. We are owed a larger refund than we have already received for 2010. Did this make my day, my week, my year? YOU BETCHA.
How about you? What something unexpectedly good ever happened to you?

Link

9 comments:

Chaplain Jan said...

Just wondering: was interest added on to the amt. the gov. owes you?

Anonymous said...

Congratulations Leann. Thankfully you had someone who knows what she's doing at your back on this. I bet a lot of people would have ended up paying what they didn't owe, just because they didn't know how to fight it. Not right. Glad to hear you came out on top this time.

Aurian said...

Congrats Leann! That is great news! But to think of all those people who just pay as they think the government has to be right. (Like I would have done). This year, our tax-thing has pre-filled the forms for us, we only need to check them. So I checked the numbers I could check, and totally believed them. I had to make a very complicated sum for one little write off, and decided, all right, I don't understand any of that, I'll just skip it. They have the numbers already.

Books by Heather said...

Love that cat pic! Perfect. And so glad this story had a happy ending. Sheesh is right.

Leann Sweeney said...

Chaplain Jan, the interest and penalties totaled $2500!!! Yup. That's right. (and that was added on to the eye-popping amount they wanted us to pay.) We received this letter a full YEAR after we filed, so they maximized what we would have to pay. Or so they thought. hehe.

Katreader said...

A similar thing occurred to me a few years ago. I made an error on my tax return, they discovered it a year or so later and I hate to pay $3000. I paid it all at once, because if you paid a little at a time the penalties would keep accruing. I wish some smart person had done my taxes! I haven't done mine this year yet either. Any why it is always those of us in the middle class that get bit like this?

Barbara said...

That's why I long ago gave up doing our taxes myself. Now I just gather up all the "stuff" and give it to our CPA who works the wonders with it. Congratulations to you for your windfall.

Mary Louise said...

Hi Leann: I also got such a letter from the kinder and gentler IRS. I have responded with paperwork but have not heard back .... yet. Your story gives me optimism... sort of.

Anonymous said...

Hmmm, seems a lot more middle-class taxpayers received such notices - a year after the filling. I received one the week before Christmas. Supposed error on amount of income claimed.