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Newest Member: OneLittleVictory (61821)

User Topic: Audit update, wwyd?
♀ 32616
Member # 32616
Default  Posted: 6:11 PM, October 4th (Friday), 2013View ProfileEdit MessagePrivate MessageHomepage

So a couple months ago WXH informed me we were being audited on our state taxes from 2009 because we didn't file and he was going to pay his share of the $1400 due. Well I'm pretty certain we did file and received a refund of $335 that year, but one of the two accounts we had that year is now closed, and I would have to pay to dig up the statement saying we got a refund. Regardless, according to our W2s we paid in enough that even with standard deduction we would still qualify to get $82 back. So I submitted the W2s and the audit has been cancelled. Yay!

Now here is the tricky part, WXH as primary will be receiving a letter notifying him of the cancellation and instructing him to file to receive the refund. Seeing as he is such a take charge stand up guy, I'm sure he will be contacting me to take care of this.

If we do file we could still get $82-335 back from the state, but I really believe we already received it so I don't really feel it is owed to me, also it would require increased contact with WXH which is

I should just leave well enough alone on this one and let WXH sort it out right?

“Happiness cannot be pursued; it must ensue.” ― Viktor E. Frankl, Man's Search for Meaning

Posts: 3640 | Registered: Jun 2011 | From: The Valley of the Sun
♀ 23890
Member # 23890
Default  Posted: 2:13 AM, October 5th (Saturday), 2013View ProfileEdit MessagePrivate MessageHomepage

right. Somethings just aren't worth your breath or a moments thought... this sounds like on of them

"We must be willing to get rid of the life we've planned, so as to have the life that is waiting for us." Joseph Campbell...So, If fear was not a factor - what would you do?

Posts: 4432 | Registered: May 2009 | From: New England
♀ 31758
Member # 31758
Default  Posted: 1:49 PM, October 8th (Tuesday), 2013View ProfileEdit MessagePrivate MessageHomepage

I'd have the 2 of you mutually agree to hire an inexpensive CPA to spend a couple hours and handle it for the both of you. Honestly, that way he can do the communication with you separately and you can also make sure everything is done exactly right so it won't come back to haunt you.

Men were deceivers ever; one foot in sea and one on shore, to one thing constant never.

Posts: 622 | Registered: Apr 2011 | From: Midwest
♀ 34517
Member # 34517
Default  Posted: 2:37 PM, October 8th (Tuesday), 2013View ProfileEdit MessagePrivate MessageHomepage

So at best you would get 1/2 of $335? Doesn't sound like it's worth it.

Me: BW (52)
ExWH: (53)
2 teen-age boys

Posts: 328 | Registered: Jan 2012 | From: PA
Topic Posts: 4

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