File Pennsylvania returns to get refunds of the overwithheld
amounts.

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"William Brenner" <wbrenner[at]nospamplease.net> wrote:

- quote -

Since he's aware that there's a problem in Hopkins's files,
maybe one of these years it will occur to him to be, as we
say in Washington, proactive. Why not give them a DC
equivalent of the W-4 at the start of the contract? If he
continues to wait until he gets the W-2 it will continue to
be too late for payroll to fix it.

--
Phil Marti
Clarksburg, MD

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William Brenner <wbren...[at]nospamplease.net> wrote:

- quote -

I hope he also filed a nonresident return with PA for 2005
and got his withholding back. If he hasn't done that, he
needs to. That's really your only recourse if you can't get
the university's payroll department to change its records.
Has your son actually gone to the payroll office and
complained in person? All it will take, probably, is for
someone to change one field in his employee record. It
shouldn't be a big deal; they just don't want to be
bothered.

As long as the university continues to withhold PA tax on
his DC earnings, he should be making estimated tax payments
to DC if he wants to avoid penalties for underpayment of
estimated taxes.

Katie in San Diego

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"William Brenner" <wbrenner[at]nospamplease.net> wrote:

- quote -

I vote for whooping up on the payroll people. But first,
he should talk politely to whomever is giving him summer
contracts. High probablity that person was a Ph.D. student
and will empathize with him.

Dick

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My son, the PhD candidate, has a state tax problem, which
translates to a $$ problem for me.

In the summer of 2004, he taught a summer course in PA. His
school (Johns Hopkins U) withheld tax for PA, and he filed
returns for PA and for DC, where he lives. No problem.

In 2005, he taught courses in DC, but JHU records still
showed him working in PA and withheld $200 accordingly. He
had not stepped foot in PA. He appealed to JHU, but they
showed no interest in correcting their error. He had no
choice but to pay the full DC tax.

In 2006, he once again taught in DC; and once again JHU
withheld for PA, this time for about $500. Again, he had no
choice but to pay full tax of about $750 to DC. He also
filed a PA return showing zero PA income and accompanied by
an explanatory letter and a copy of his contract to teach in
DC. (JHU once again exhibited no interest in issuing a
corrected W-2 or in correcting its records.)

He does not itemise on his federal return, so there is no
relief to be had there.

Any suggestions of how to proceed -- short of smiting the
JHU people upside the head -- will be appreciated. Thanks

Bill

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