Thursday, July 08, 2010

Mysterious missive

The other day (Tuesday, July 6, 2010) we received an unfathomable missive from the Federal Gumint.
“Unfathomable missive” is my wife’s term.
I don’t consider it completely unfathomable.
It’s a notification that we figured our Federal income-tax too high, and would be getting an additional refund.
Manna from on high.
It said a standard-deduction would have been higher than our itemized deductions claimed, due to an old-age exemption.
Why we suddenly qualify for an old-age exemption, where we didn’t the past few years, is a mystery. —We were Senior Citizens back then.
There was also something about we should have used some Dividend Worksheet.
Which is mysterious when we didn’t have dividends.
I checked into that old-age exemption, and it seemed we didn’t qualify.
Oh well, don’t look a gift-horse in the mouth.
This follows the Gumint response to my wife’s Social Security protest, completely unfathomable.
We both have college degrees, and their response took over a year.
My wife’s birthday is January 2, meaning she turned 62 January 2, 2006.
She retired from her long-time employ January 31, 2006, almost a month after turning 62, which included five-weeks additional vacation-pay.
She started Social Security as of March 2006, receiving her first payment in April of that year.
Social Security, in their infinite wisdom, decided she retired on her birthday, so that income earned before she actually retired was well over their income limit. (Of course it was; she hadn’t retired yet.)
They sent us a check for the two months we were owed, factored against the penalty.
Her monthly benefits were reduced a small amount.
Protest was filed.
Nothing was heard for a while.
“We’re working on it,” my wife would be told when she called.
It looked like her protest was being shoved aside.
Finally their response arrived about two weeks ago.
Her retirement date would be returned to the date she actually retired, so therefore we owed some substantial amount, which I suppose is their check for the benefits we were owed, plus additional we can’t make sense of.
As always, how much time do I wanna waste trying to get the Gumint to get things right?
Another protest is another year, after which Social Security duns us for an even larger amount.
So I’ll try to refigure our taxes in a feeble attempt to make sense of the recent IRS letter.
At least they’re not billing us.

• “We” is me and my wife of 42+ years, “Linda.” She retired as a computer programmer.

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