LIVONIA, N.Y. — A letter from the state Tax Department is causing people to worry that they have to re-pay their refund.
The letter implies the taxpayer put wrong numbers in their return. But when one taxpayer and Chief Investigative Reporter Berkeley Brean started looking into it, they found it was the state who made the mistake.
Letter: “you are not entitled to a refund”
Brean went to Conesus Lake to talk to a viewer who got a letter from the state saying there was a problem with her tax return and so now she gets nothing. The letter Karen Minardo got is called “Account Adjustment Notice.”
It tells Minardo “you are not entitled to a refund.” It actually says she gets $0.00.
Karen Minardo, Livonia: “But I did get my refund.”Brean: “Oh, you did?”Minardo: “Yes.”Brean: “So you were concerned then that you were going to have to give it back.”Minardo: “Correct.”
Minardo’s refund was more than $1,200. “It’s concerning because most of us, when we get a refund, have some plans for that money so all of a sudden my plans were going to go astray,” Minardo said.
Expert weighs in
Ethan Wade is a senior vice president at Brighton Securities. He says the letters are automated and triggered when the state’s numbers don’t match the numbers on a tax return.
“And that either means you owe us more money or we owe you back more money,” Wade said.
Wade says if you think the letter is wrong, challenge it right away. “If you let this sit and let it linger out there the chances of your ability to reverse whatever the decision is they have for you become more and more challenging,” Wade said.
Minardo did challenge it. On Wednesday, her accountant emailed Minardo saying the state “confirmed that the notice was submitted in error.”
“It scared me because it said overpayment on the second page,” Minardo said.
Brean asked if she was thinking that they overpaid her or she overpaid them. “That I owe them money,” Minardo said.
If you got a letter like this — Account Adjustment Notice — don’t wait, don’t sit on it. Act on it within 30 days even if the mistake was on the part of the state.
The state Tax Department says the letters are not out of the norm. If you have one, go back to the place that did your taxes or call the state’s Personal Income Tax Center at 518-457-5181.
State Tax Department sends error letter to taxpayer demanding refund repayment, but the mistake was theirs WHEC.com.
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