Waaaah, Our Taxes Got Effed Up

I could tell the long version of this story, but I’ll just give you the gist of it, which is still painfully long and aggravating.

In March we went to Jackson-Hewitt to file our taxes because we had purchased a home in 2012 and I wanted to make sure we were not missing anything tax-related. The woman there was going warp-speed with her calculator and the next day she called me to say our tax return had been rejected. Another return under my SS# had already been filed! She suspected identity theft, and suggested I call the IRS to find out why my return had already been filed. (Why anyone would steal my identity to pay my taxes, I can’t imagine.) I sat on the phone for a couple hours at work and finally came to the conclusion that there had been some sort of mistake; my return had not been filed. I called the JH lady back, said they have no record of our return. She repeated our vital info back to us and immediately I caught her when she said my social security number wrong. She corrected it, sent it back in, and it was accepted.

The next day I tore off the tab from our return that says “return with payment” and sent in our payment. A couple weeks later the check cleared, and taxes were over for another year.

Then I received a letter in the mail today stating my taxes were two months overdue and fines were accumulating. Knowing very well that I had in fact paid our taxes, I sat on the phone with the IRS for another two hours, speaking to various people about the predicament. Luckily I had the wrong social security number handy to give them, and sure enough, it had counted towards someone else’s taxes. No red flags or anything came up when a check from someone else arrived in an amount that didn’t match what they owed? Apparently name means nothing and the only thing they check is the SS# when depositing checks. Amazingly they were able to help and switch it to go towards ours. Well, it should post in 2-3 weeks anyway. And I will say the last woman I spoke with was very competent.

So basically my plan to go to JH to make our lives a little less hectic at tax season wound up costing us a couple hundred for the tax preparation and another four hours on the phone with the IRS. I will be writing them a nasty letter and hoping for a refund of some sort!

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2 comments

  1. Please keep us updated on your angry letter. I love writing letters (or at least threatening to write letters) to companies. Both for good and bad experiences. I’d like to know if they respond.

  2. Liz is right…threatening letters do get results. Tell them you will be telling all of you acquaintances about the shoddy service you got there. Do it in a nice way, though…remember, you can catch more flies with honey than vinegar!

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