The Tax Man Cometh!

March 13, 2009


Today I will visit the State personal income tax people.  I had a juicy tax refund due to me because I was retired off by my company and on a monthly pension.  My income tax refund was NOT juicy.  It was reduced to $21.  The local tax office told me I didn’t declare my withholding on my return…which was not true and I was looking at the evidence.  They told me to file an amended return.  I did.  It was rejected.  Finally they sent me a letter telling me what was wrong.  My age is not typical of a retired person and the box checked on my 1099R indicates my pension income MAY be taxable.  So they adjusted my refund down.  If it is NOT taxable I need to get a letter from my plan (from an employer no longer in business!) and prove that the plan was qualified and I am qualified as tax exempt.  Jeeeeeez.  OK.  I got it.  Off I go again to the tax man.  UGH!



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