Friday, April 12, 2013
DONE
We sent in our IRS returns this week.
We are the beneficiaries of the communal property laws in the State of California. The IRS does not recognize our marriage but they do recognize that certified domestic partners in communal property states get to file a joint return.
We have been doing this for a couple of years and also filed ammendments for the years between our certification and the new ruling.
It took over a year and numerous scare letters to get the previous years worked out. They even attached John's social security check (they can only do a small amount, I think 79.00. It would be big if that was all you got for income).
The last two years it has worked out but something always goes wrong.
Last year they did not send me a refund check and kept the balance.
This year, I am asking them to use the money they kept (and paid a lot of interest on) against this year's return.
The fact is that I do not know how much that balance is. We will find out when they apply it to this years owed tax. Which is not much.
There are years when I have paid a geenormous amount of tax. No more.
I take the minimum required out of my IRA and then have the max social security for a person my age. I always hit the ceiling even when they raised it so high.
The returns we send in are marked as SPECIAL and the cover sheet is on salmon paper. This is to avoid some lamebrain from ripping the return apart on receipt. But more and more the lamebrains know what the deal is.
Progress moves slowly but it does move.