alas, taxes
Feb. 17th, 2024 09:34 pm![[personal profile]](https://www.dreamwidth.org/img/silk/identity/user.png){kind=small}
edenfallingToday I had some tax clients with Problems.
Client #1 filed their taxes with me last week, but their return was rejected because someone else had already filed a return claiming one of their dependents. There is an obvious person who may be responsible, so my client is contacting them and this may turn into an ugly family argument. (Honestly, I hope it turns into an ugly family argument. That's the good outcome. The bad outcome is identity theft.)
Client #2 got a notice from the NY Department of Revenue that in 2020 they claimed a state income adjustment they were not eligible for, and the state has assessed their back taxes plus a bunch of accumulated interest.
Unfortunately, when I looked into the issue it turned out that the DOR is correct, and my client has to pay up. (I think the rule in question is stupid, and also is easy to think you're complying with when you aren't because of technical reasons, but it is the law.)
Fortunately Client #2 purchased our extended protection plan so Not the IRS should reimburse that expense. Even more fortunately the person responsible for the goof was NOT ME. That was the ONE year in the past... 7 years? I think?... that someone else handled Client #2's taxes, so the error is on them. I did not repeat it in 2021 and 2022, which means we don't need to amend those returns. Phew!
I submitted a reimbursement request for Client #2, and the case manager asked me to provide a specific additional document which I will work on tomorrow. I have also advised Client #2 to pay the state ASAP so they don't accumulate any more interest on the back taxes.
-----
In unrelated news, on Thursday the 15th I accidentally broke my 1140-day reading streak on my Kindle app. This is mildly annoying, but only mildly. I would have been VERY annoyed to break the streak in 2021, since my New Year resolution that year was to get a 365-day reading streak, but after that I kept going just sort of because and it's nice not to have that nagging little "oh, have I read on Kindle today?" voice in the back of my head. I don't know if I'll put together a 3-year streak again -- that may end up being a weird one-off aberration in my life. Or I might trip and fall into a 4-year or 5-year streak at some point, if Amazon and Kindle still exist and still do streak tracking. Who can say.
(I mean, I will NEVER go a day without reading SOMETHING. But reading on a specific app is a very limited definition of reading, you know?)
Client #1 filed their taxes with me last week, but their return was rejected because someone else had already filed a return claiming one of their dependents. There is an obvious person who may be responsible, so my client is contacting them and this may turn into an ugly family argument. (Honestly, I hope it turns into an ugly family argument. That's the good outcome. The bad outcome is identity theft.)
Client #2 got a notice from the NY Department of Revenue that in 2020 they claimed a state income adjustment they were not eligible for, and the state has assessed their back taxes plus a bunch of accumulated interest.
Unfortunately, when I looked into the issue it turned out that the DOR is correct, and my client has to pay up. (I think the rule in question is stupid, and also is easy to think you're complying with when you aren't because of technical reasons, but it is the law.)
Fortunately Client #2 purchased our extended protection plan so Not the IRS should reimburse that expense. Even more fortunately the person responsible for the goof was NOT ME. That was the ONE year in the past... 7 years? I think?... that someone else handled Client #2's taxes, so the error is on them. I did not repeat it in 2021 and 2022, which means we don't need to amend those returns. Phew!
I submitted a reimbursement request for Client #2, and the case manager asked me to provide a specific additional document which I will work on tomorrow. I have also advised Client #2 to pay the state ASAP so they don't accumulate any more interest on the back taxes.
-----
In unrelated news, on Thursday the 15th I accidentally broke my 1140-day reading streak on my Kindle app. This is mildly annoying, but only mildly. I would have been VERY annoyed to break the streak in 2021, since my New Year resolution that year was to get a 365-day reading streak, but after that I kept going just sort of because and it's nice not to have that nagging little "oh, have I read on Kindle today?" voice in the back of my head. I don't know if I'll put together a 3-year streak again -- that may end up being a weird one-off aberration in my life. Or I might trip and fall into a 4-year or 5-year streak at some point, if Amazon and Kindle still exist and still do streak tracking. Who can say.
(I mean, I will NEVER go a day without reading SOMETHING. But reading on a specific app is a very limited definition of reading, you know?)
(no subject)
Date: 2024-02-18 02:54 am (UTC)(no subject)
Date: 2024-02-20 05:30 pm (UTC)