my mother's unexpected MA tax refund

Jun 14, 2006 3 Replies

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Dan Lanciani 20 years ago

My mother today received an unexpected MA state tax refund of $14.17. (This is--by no coincidence I assume--the amount of MA taxes that she paid.) The notice that accompanied the check said that the reason was:

LINE 26 - NO TAX STATUS DISALLOWED: INCOME EXCEEDS QUALIFYING AMOUNT OR REFER TO WORKSHEET''

I prepared the return and I agree that No Tax Status does not apply. That's why I didn't check the NTS box on line

26 and sent a payment of $14.17. :) Is it possible that they have the message backwards and for some reason think that NTS does apply? How much effort should I expend on this? I assume they will not talk to me without some sort of POA and it is unlikely that my mother can communicate with them effectively.

Dan Lanciani ddl@danlan.*com

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D. Stussy 20 years ago

For less than $15.00, I wouldn't worry about it. If the Commonwealth is so desparate that it needs it back, it will ask for it, and then you will laugh at them. The amount is probably deminimus.

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Benjamin Yazersky CPA 20 years ago

But can the state process it for less than $100?

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dpb 20 years ago

Dan Lanciani wrote: ...

Regarding the actual question can't really disagree strongly w/ other response because of the small amount although one could always call and ask for clarification.

Key point here to me is the above almost "throwaway" comment

--having just been through the situation with my mother, it is _imperative_ that you (or someone trustworthy and nearby) get a durable POA and healthcare and, hopefully, a living will executed by your mother. Otherwise, things will become complicated indeed and _may_ not proceed in a satisfactory manner.

On the tax question, if you prepared the return, did you sign it as preparer? If so, you should have adequate authorization to discuss such an issue. If not, you probably should have :)

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