OT - dumb dumb dumb dumb

For years, I used a software program to do my taxes. That stopped when I got a letter from the IRS telling me I owed a lot of money! I quickly found an accountant who figured out that I hadn't reported some investment income but that I didn't owe as much as the IRS said I did. This year, things were even more complicated with rental income and depreciation on my late parents' Florida condo

I finally got all the paperwork to the accountant. Today, his wife came by with the forms for me to sign. We looked at the main one and I groaned -- how could I owe money when I had taken such a beating... Anyhow, she offered to take the envelope to the PO and I wrote out a check.

About an hour after she left, I went over the forms again -- the amount for which I wrote out a check was on the refund line, not on the taxes owed line. I've left messages all over the place for her but so far haven't heard whether she did drop the envelope off.

If she has, I doubt if the PO will allow me to retrieve the envelope, even if it could be identified among the thousands of others going to the IRS ... can't remember if there was a return address on it or not. I know I didn't put a personal label on.

OY VEY!!!

Reply to
anne
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In the UK we are fortunate in having Pay As You Earn (PAYE) which - for most folk - means no problems with submitting tax returns etc.

Reply to
Bruce Fletcher (remove denture

Not always, Bruce. When I was in Maryland I has a client who was a restaurateur. All his bank accounts were in UK, and the business was in Baltimore. He leased most of the equipment, but I remember well the hours of headaches his situation brought to me. Of course the UK bank periods did not respond to the US etc. He came in two days before the filing deadline for me to do his taxes.

A nice fellow, but I am glad he is gone from my life. LOL

WE have a PAYE sort of in the States. money is withheld from salaries etc to go to IRS. However there are many situations which are well outside of the norm. For example, our pensions, my investment income, rental proiperty etc. Not simple, but to me it is FUN. In our ase a lot of our Social Security is taxed. Nothing is withheld, but I can arrange for it, if I so choose.

My belief is that I should have MY money in the bank drawing interest, rather than have Uncle Sam get the interest.

I really enjoyed my son and DIL's return after they were married. She was paid by the Japanese Government to do her work on an American base, and paid whatever they called for. NOt very complex, but fun.

Gillian

Reply to
Gillian Murray

It will work out, call the IRS first thing.

Reply to
lucretiaborgia

I was all over the IRS web site looking for phone numbers. I finally found one that looked appropriate and after navigating through the phone tree from hell was patched through to a line with a message said 'we're sorry; we're very very busy; call again at another time.'

About 7 p.m., I got a call from the accountant's wife -- she appologized profusely for giving me wrong advice and not paying attention (note for next year: deal only with the accountant) and then gave me the good news -- she hadn't been to the PO yet and had opened the envelope and extracted the check which she offered to bring by. I told her to rip it up immediately.

I need a drink!!!

Reply to
anne

Your whole saga sounds odd. Why would you write a check out before reviewing and making a copy of the forms? Why would you give the wife your check and tax forms to mail? And then you asked her to tear up the check? I would want that back to shred myself. You seem very trusting!

jill

Reply to
Jill Waselik

Cheers!! Call it medicinal as a stress reliever.

Gill

Reply to
Gillian Murray

What sounds odd ? It's a stressful situation and we don't always react the way others would ~ or think we should.

Reply to
lucretiaborgia

Hope you had several!

Cheryl

Reply to
Cheryl Isaak

I use an accountant because I'm too ignorant to know where to plug in all the numbers. I trust him to know where those (*&^ numbers go and so only check the bottom line. This year, I misinterpreted which line was on the bottom.

And yes, despite being more than a bit paranoid, I do trust people who have come through for me in the past.

Reply to
anne

amen to that, in Denmark it's the same. so once a year we get a paper with all the info, and just have to check it over and change what is needed (do nothing if it's ok) and voila

Reply to
Amber

Not dumb dumb dumb! Lucky! Lucky! Lucky! Michelle

Reply to
Michelle

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