When I asked her how long I should wait for the check before I call back she explained that things get messy if you originally filed joint with a spouse because they have to make sure the check didn't go to the spouse. So, if you did file a joint return when the taxes were withheld originally but now you are divorced, I have no idea if that would complicate things and make the process longer.
Good News: "More than 133,000 vets may qualify for this tax refund windfall"
- Thread starter Jason Perry
- Start date
When I asked her how long I should wait for the check before I call back she explained that things get messy if you originally filed joint with a spouse because they have to make sure the check didn't go to the spouse. So, if you did file a joint return when the taxes were withheld originally but now you are divorced, I have no idea if that would complicate things and make the process longer.
Hello,
I found this forum to be very helpful so I decided to add my experience. I was service connected 15 Feb 03, with 20% from USA (ARMY). I received my severance of over 32K and was taxed 10K, filed in 03 head of household (HH) with 1 dep. In college. My taxable income before the severance pay is in question from that year. I became a student for 6 years and immediately after discharging from USA, the same year I worked as a contractor in Kuwait tax free.
My point is this simple advice and support, due diligence is necessary on this one! Don't become frustrated with the red tape. Regain your military mindset and research skills. The IRS and DFAS made this huge error together. How can you make a mistake on the law of 1991. Anyway, if they can make this big mistake then they can make many minor ones. For instance, they do not keep your information past 7 years but before they can tell you anything they must ask you questions to verify who you are and this is how they can research your tax history and printout the print screen information of that year in question. I had mine mailed to me from the helpful government worker who maybe a veteran or a family member of a vet.
I researched the historical overpayment tax rates from 2002 to present date by quarters and found very helpful information. The interest rates very however it us promising depending on each individual, 15 years x withholding amount x interest. Yes, I have tried several variants of my situation and approximately I could receive anywhere from 10k to 13k in interest alone.
Finally, after reading through the forum I forecast for receiving my return is correct I filed 14 Sep 18 and I confirmed receipt of my form via telephone today of 21 Sep 18. My check should be here 16 Nov 18 with at least 13K. Now, I too was told verbally and reading the law. I will not file my taxes because I am currently permanent and totally disabled and my disability is not earned income it is disability pay for my service injuries. Obligation to file starts at 10K for indengent people like myself. If you don't want the extra cash, fast by the numbers is best, less hassle and simple to do. It also earns interest. THANK YOU FOR YOUR SERVICE, ARMY ALL THE WAY WHOOOA!
USA, VET,M.P.A.
I found this forum to be very helpful so I decided to add my experience. I was service connected 15 Feb 03, with 20% from USA (ARMY). I received my severance of over 32K and was taxed 10K, filed in 03 head of household (HH) with 1 dep. In college. My taxable income before the severance pay is in question from that year. I became a student for 6 years and immediately after discharging from USA, the same year I worked as a contractor in Kuwait tax free.
My point is this simple advice and support, due diligence is necessary on this one! Don't become frustrated with the red tape. Regain your military mindset and research skills. The IRS and DFAS made this huge error together. How can you make a mistake on the law of 1991. Anyway, if they can make this big mistake then they can make many minor ones. For instance, they do not keep your information past 7 years but before they can tell you anything they must ask you questions to verify who you are and this is how they can research your tax history and printout the print screen information of that year in question. I had mine mailed to me from the helpful government worker who maybe a veteran or a family member of a vet.
I researched the historical overpayment tax rates from 2002 to present date by quarters and found very helpful information. The interest rates very however it us promising depending on each individual, 15 years x withholding amount x interest. Yes, I have tried several variants of my situation and approximately I could receive anywhere from 10k to 13k in interest alone.
Finally, after reading through the forum I forecast for receiving my return is correct I filed 14 Sep 18 and I confirmed receipt of my form via telephone today of 21 Sep 18. My check should be here 16 Nov 18 with at least 13K. Now, I too was told verbally and reading the law. I will not file my taxes because I am currently permanent and totally disabled and my disability is not earned income it is disability pay for my service injuries. Obligation to file starts at 10K for indengent people like myself. If you don't want the extra cash, fast by the numbers is best, less hassle and simple to do. It also earns interest. THANK YOU FOR YOUR SERVICE, ARMY ALL THE WAY WHOOOA!
USA, VET,M.P.A.
I filed mine on 21 July. I have been in contact with the IRS more times than i can count. I have not received my refund yet. They (the IRS) put in a request on 25 Sept, and told me that I should here something in 30 days.. I hope I have my refund before 25 Oct however, im anticipating that I will be calling again to inquire.
I had to send my paperwork in twice they said they recieved it back in july something told me to track it so i called to check in and found that in october they didnt know where my paperwork was and thet i needed to send it in the second time. Still havent recieved a check yet.
Has anyone received their refund yet
Yes I did
You can request a transcript of your return from the IRS. It’s time consuming, but could be worth it. I got my refund letter 2 days ago, AND they add interest. I got out in 2002 and they kept over $17k. That letter made the extra work waaaaaay worth the trouble, since the “standard refund” is NOTHING compared to my actual refund. They’re definitely not doing it for convenience, they’re trying to save millions. When Congress initially enacted this the estimate of those affected was around 1300 (avg of $5000), when they did the numbers it jumped to over 130,000. Good luck! I’m supposed to get mine within 2-3 weeks, so I’m hoping to have a VERY MERRY CHRISTMAS!
Congrats!!! I’m waiting for mine! What did the interest look like, if you don’t mind me asking. Mine was from 2002...
My application return without action. I submitted a copy of my tax from 2002 and copy of DFAS documents. The form 1040X. But, they wanted me to apply the standard vs to the actual amount to speed the processing. I was informed by a VA employees that they are processing of paying back the severance pay.
Edna
I submitted my application but return without action and they advise to apply St Clear to received standard claim. I was taxed over 10K and I wanted it back with interest. I have copy of my tax return in 2002 and they asking the original. They also asking the initial VA result which I was rated 50% and granted 100% in 2017. Any guidance on how and what to submit is greatly appreciated. Thanks
Edna
1. The original of any tax return would have been sent to the IRS. Recommend you send a copy of your retained copy of the return along with supporting documents.
2. They are asking for copies of your VA awards at 50% and 100% which should have been received via mail. You did not mention whether you have copies. If you have them, then they should be submitted. If you do not, I would request copies from the VA regional office. Perhaps a Veterans Service Organization could assist.
3. St. Clair Decision <—- LINK
Excerpt:
“Members who do not submit the required documentation before the end of the tax year (after the end of the December work month of each year) will need to direct their inquiry to their local Internal Revenue Service (IRS) office. The member will then need to provide to the IRS the disability information (copies of their VA Award Letter and the PEB findings) at the time he/she files their Federal tax return. The IRS will refund the Federal tax as appropriate. Please be advised that at least one of the existing medical conditions must exactly match.”
4. Recommend reading the multiple posts by MackValdez in this thread. He outlined his successful application.
Ron
I have submitted all of these things when I submitted my ammended taxes in November along with the st. Clair decision letter. Here it is May and still they are talking about they need more time they have even verified all my documents along with it when I called stating they have it all but haven't been worked
Yes, I sent it in May 2019 registered mail for the second time and I have not receive any response from them. The letter is due in July 19, 2019 Any help is greatly appreciated...
To check refund status: See this LINK <----
Also...see info below.
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according to one web site, you can reach a real person at the IRS by following the steps below.
Here are the steps you need to take to reach a real person on the phone at the IRS.Before you call, make sure you have all of the information that you need.
- Social Security cards and birth dates for those who were on the return you are calling about.
- An Individual Taxpayer Identification Number (ITIN) letter if you don’t have a Social Security number (SSN)
- Filing status – Single, Head of Household, Married Filing Joint or Married Filing Separate
- Your prior-year tax return. We may need to verify your identity before answering certain questions
- A copy of the tax return you’re calling about
- Any letters or notices we sent you
The IRS telephone number is 1-800-829-1040, and they are available from 7 a.m. – 7 p.m. Monday thru Friday. The best time to call is early in the morning.
--The first question the automated system will ask you is to choose your language.Once you’ve set your language, do NOT choose Option 1 (regarding refund info). Choose option 2 for “Personal Income Tax” instead.
--Next, press 1 for “form, tax history, or payment”.
--Next, press 3 “for all other questions.”
--Next, press 2 “for all other questions.”
--When the system asks you to enter your SSN or EIN to access your account information, do NOTenter anything.
--After it asks twice, you will be prompted with another menu. Finally, press 2 for personal or individual tax questions. The system should then transfer you to an agent.
Ron
Also...see info below.
----------------------------------
Although I have not used this method, according to one web site, you can reach a real person at the IRS by following the steps below.
Here are the steps you need to take to reach a real person on the phone at the IRS.Before you call, make sure you have all of the information that you need.
- Social Security cards and birth dates for those who were on the return you are calling about.
- An Individual Taxpayer Identification Number (ITIN) letter if you don’t have a Social Security number (SSN)
- Filing status – Single, Head of Household, Married Filing Joint or Married Filing Separate
- Your prior-year tax return. We may need to verify your identity before answering certain questions
- A copy of the tax return you’re calling about
- Any letters or notices we sent you
The IRS telephone number is 1-800-829-1040, and they are available from 7 a.m. – 7 p.m. Monday thru Friday. The best time to call is early in the morning.
--The first question the automated system will ask you is to choose your language.Once you’ve set your language, do NOT choose Option 1 (regarding refund info). Choose option 2 for “Personal Income Tax” instead.
--Next, press 1 for “form, tax history, or payment”.
--Next, press 3 “for all other questions.”
--Next, press 2 “for all other questions.”
--When the system asks you to enter your SSN or EIN to access your account information, do NOTenter anything.
--After it asks twice, you will be prompted with another menu. Finally, press 2 for personal or individual tax questions. The system should then transfer you to an agent.
Ron