BobKamman
Level 15

Client received a letter that they had made a mistake on “taxes” part of last year’s Schedule A. This is what they filed:

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This is what the IRS notice said:

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What they did, was allow $10,000 for total taxes, because that’s what most people claimed, and didn’t look at the numbers that added up to less. They reduced taxable income by exactly $2,803, resulting in a refund of $766 including interest.

This return has everything – Schedules A, B, C, D, and donation of publicly traded stock. This year’s fee came out to $750. But basically it’s free, because paper filing last year resulted in an unexpected refund.