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Old 06-14-2006, 09:40 PM
dpb
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Posts: n/a
Default Re: my mother's unexpected MA tax refund


Dan Lanciani wrote:
....
- quote -

> ... I assume they will not talk to me without some sort
> of POA and it is unlikely that my mother can communicate
> with them effectively.


Regarding the actual question can't really disagree strongly
w/ other response because of the small amount although one
could always call and ask for clarification.

Key point here to me is the above almost "throwaway" comment
--having just been through the situation with my mother, it
is _imperative_ that you (or someone trustworthy and nearby)
get a durable POA and healthcare and, hopefully, a living will
executed by your mother. Otherwise, things will become
complicated indeed and _may_ not proceed in a satisfactory
manner.

On the tax question, if you prepared the return, did you sign
it as preparer? If so, you should have adequate authorization
to discuss such an issue. If not, you probably should have

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #1  
Old 06-14-2006, 08:33 PM
Benjamin Yazersky CPA
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Default Re: my mother's unexpected MA tax refund

- quote -

> For less than $15.00, I wouldn't worry about it. If the
> Commonwealth is so desparate that it needs it back, it will
> ask for it, and then you will laugh at them. The amount is
> probably deminimus.


But can the state process it for less than $100?


--
This written advice was not intended or
written to be used, and it cannot be
used by any taxpayer, for the purpose
of avoiding penalties that may be
imposed on the taxpayer.
(The foregoing legend has been affixed
pursuant to U.S. Treasury Regulations
governing tax practice.)

<<< Benjamin Yazersky CPA [NJ & NY] > > ---> real address on hobokenx or hobokeni <---

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 
Old 06-14-2006, 07:42 AM
D. Stussy
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Posts: n/a
Default Re: my mother's unexpected MA tax refund

Dan Lanciani wrote:

- quote -

> My mother today received an unexpected MA state tax refund
> of $14.17. (This is--by no coincidence I assume--the amount
> of MA taxes that she paid.) The notice that accompanied the
> check said that the reason was:
> LINE 26 - NO TAX STATUS DISALLOWED: INCOME EXCEEDS
> QUALIFYING AMOUNT OR REFER TO WORKSHEET''
> I prepared the return and I agree that No Tax Status does
> not apply. That's why I didn't check the NTS box on line
> 26 and sent a payment of $14.17. Is it possible that
> they have the message backwards and for some reason think
> that NTS does apply? How much effort should I expend on
> this? I assume they will not talk to me without some sort
> of POA and it is unlikely that my mother can communicate
> with them effectively.


For less than $15.00, I wouldn't worry about it. If the
Commonwealth is so desparate that it needs it back, it will
ask for it, and then you will laugh at them. The amount is
probably deminimus.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #-1  
Old 06-14-2006, 05:42 AM
Dan Lanciani
Guest
 
Posts: n/a
Default my mother's unexpected MA tax refund

My mother today received an unexpected MA state tax refund
of $14.17. (This is--by no coincidence I assume--the amount
of MA taxes that she paid.) The notice that accompanied the
check said that the reason was:

LINE 26 - NO TAX STATUS DISALLOWED: INCOME EXCEEDS
QUALIFYING AMOUNT OR REFER TO WORKSHEET''

I prepared the return and I agree that No Tax Status does
not apply. That's why I didn't check the NTS box on line
26 and sent a payment of $14.17. Is it possible that
they have the message backwards and for some reason think
that NTS does apply? How much effort should I expend on
this? I assume they will not talk to me without some sort
of POA and it is unlikely that my mother can communicate
with them effectively.

Dan Lanciani
ddl[at]danlan.*com

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 

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