We have been trying to get our taxes finished and filed since Barrie Lane – our tax accountant – died at the end of February. I will say that his daughter Sarah has been swamped with work because she his doing taxes for her own clients and for Barrie’s clients. She is doing a great job during a very difficult time. I had my binder ready to go when we went to see Barrie, and it turns out he input things but they couldn’t find some of the back up material for some of them. We had to scramble to replace those and By George, we did.
We usually go in around the 2nd or 3rd week of February because our business is due march 15th. We had a tax extension that helped reduce the stress of coming up to a deadline and worried we wouldn’t make it. We both have been pests and nag to find out when our taxes and my Mom’s returns would be finished – I wouldn’t be surprised to find other people were doing the same thing. It was tough on the staff and they were friendly all through it.
We also had to del with 2012 issue once again. Fro 2 moths we were employers for Kathy when she was taking care of Mom while I was in rehab. When tax time came in February, Barrie created a W-2 for Kathy and we paid the taxes, etc. with our return. Except the IRS came back a month later and said we didn’t pay enough. Eddie paid it – under protest – because we don’t want to run afoul of the IRS. Barrie sent them a letter telling them we paid it and sent the W-2 in to them.
Then February of this year we have a letter from Social Security saying the IRS shows twice as much as we submitted. So I spent over an hour waiting at the Social Security office only to be told “This isn’t our department”. Since their name was at the top of the letter, it seems logical to start with them – no, we had to deal with the IRS and send in the questionnaire. I will say, Sarah and company took care of that and sent in the letter to the IRS as well as giving us a copy. It is also possible the IRS will send another letter – no departments talk to each other. We might even get our money back from the second payment, but I won’t hold my breath. They are johnny-on-the-spot to collect but take their sweet time refunding money owed to us.
Finally, yesterday we were able to go down to Sarah’s office and pick up our returns. I had the copies of the things they couldn’t find so they could scan them into our account. We signed the papers to have the returns e-filed and all we have left is the bill for the tax prep. After all this time, it was hard to believe we had gotten to the end at last.
Definitely a Happy Dance afternoon. I think we both slept well last night now that it is completed.
Tags: deadline, Eddie, extension, happy dance, Mom, papers, Sarah Lane, Stress, tax return, taxes
Gift of RA 
April 4, 2014 at 2:31 am |
Yay!!