My favorite IRS story is about the year (2005, I believe) where they
didn't publish the booklet about the non-resident alien taxes until
_after_ the deadline for filing. I thought that was really kind of them.
My taxes were simple, I was overseas with no access to an office to go
ask anyone, I knew I could do it with the booklet and the form, but no
booklet. Eventually, someone gave me the numbers (deductions etc) and
told me to otherwise use the booklet from the previous year (which I
I'd second the people who said go to the tax office to ask. I did that
once (for a "sailing permit", no less!) and everything was very smooth.
>> Hey, all! I've been lurking for awhile, since teaching takes up an
>> inordinate amount of time and what little free time I have has been spent
>> learning to play the harp, my favorite instrument. I always pop in every
>> few days to see what's going on, though, and laugh with Polly, Leslie, and
>> the rest of you all. It's so nice to peek in and find friendly folks.
>> So here's my dilemma: I finished grad school in May of 2008 with my degree.
>> That means I paid tuition to a qualifying educational institution in 2008
>> and can claim the lifetime learning credit. That school did, in fact, send
>> me a 1098-T form declaring a certain amount was paid. I used the amount
>> listed on that form to do my federal taxes, which I mailed last Monday.
>> NOW, however, the school has sent an email telling us that the 1098-T they
>> sent was wrong, and that they had mistakenly already put that 2008 amount on
>> our 2007 1098-T forms, so we already declared it as a deduction last year.
>> I know I have to file an amended return. But how long do I have? The IRS
>> website says three years, two years, or until April 15, but the forms all
>> seem to discuss amending the 2007 return.
>> I've never lied on my taxes and have prided myself on doing them without
>> having to call in a tax professional. But this fiasco has shaken me up. I'm
>> furious at the school for causing me to lose out on the refund amount I had
>> originally figured (and budgeted for).
>> Sorry for bringing this decidedly boring topic to the quilting frame, but
>> I'm at a loss and you all are always so helpful, I figured I'd try here
>> --who could spit nails at the University of Missouri at St. Louis right now.
> Anastasia - I'm no expert by any means but have been doing our taxes
> for many moons now - some not very easy. You can download the 1040
> admendment form from the IRS site, make the corrections and be on your
> way. I would do it sooner rather than later. Depending on your
> income for last year, the refund you may get from last year's amended
> return may offset the up-charge you have on this year's return - ya
> just never know. Or, you could just wait. When the IRS gets the
> revised 1098 amount, they will re-calculate your taxes for the current
> year. They may/may not re-calculate for last year. I'd just do the
> amended return and call it a day.
> I'm a little less generous than Sunny in my opinion of the IRS -
> instead of likening them to Las Vegas, I refer to them as their own
> Gestapo. The only rules/laws they need to follow are their own. I
> have a very healthy fear of them. But I've made plenty of mistakes
> with ours over the years (from simple arithmetic errors to not putting
> amounts in the correct spots - cuz as somone else said - you get
> different answers from different people even at the IRS) and as long
> as you pay them what they say you owe - no big deal.
> Good luck!
> Kim in NJ
> waiting not very patiently for DH's family business taxes to be
> completed so I can do our personal taxes!