How embarrassing!
I have been using various tax programs ever since my first PC in 1992. Before that, manually doing my taxes since 1958. How in the world did I make a mistake like this, and what is it? My Direct Deposit Federal Refund just arrived, and is $766 _more_ than the tax program showed. Here is the new problem... My NC State Income tax is based on the Federal 1040 Line 36 (AGI). Now that I know the refund is different from what I sent in, I guess one of two things was changed:
- AGI
- Tax credits (withholding)
What's even more disturbing, I do tax forecasting every year on a Spread sheet so as to get my withholding close, intending to owe a small amount at the end. The tax program and my spread sheet were incredibly close in agreement. How do I find out what was changed?
How do I deal with the electronically filed NC State return?
My tax return involves:
Six 1099-R's (Pension and 401K/IRA movement, disbursement, and Roth Rollover) one 1099-G (unemployment)
Joint with Std Deductions
One seller Finance Mortgage capital gains
What's my next move?