Originally posted by Brian
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I remember last year this time, he was calling me to basically do his taxes for him. This fellow is a banker at a large international bank and he is licensed to prepare people's Income Tax Forms and he wanted me to do his taxes over the phone for him? I was on my phone in a sporting goods store browsing for a backpacking trip, I remember with my photographic memory. He began redeeming lawful money midway through 2009. So I told him that any paycheck's withholdings for the first half, before he began redeeming by demand, he should not claim those funds on the 1040, but all the paycheck amount total for the latter half he should write that on there for his Refund. I recommend that you leave the SSI and other bennies alone. Treat that like an insurance policy and you are paying premiums.
It is that easy. And maybe I am lazy but the suitor understood and the IRS gave him the Refund. Both states he worked in during 2009 gave him full state Refunds too.
Regards,
David Merrill.
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