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I have done[1] my own taxes most years over the last 4 decades, but only in the last few years has the Federal IRS fixed my errors for me and sent me more money
by downut 2y ago
I have done[1] my own taxes most years over the last 4 decades, but only in the last few years has the Federal IRS fixed my errors for me and sent me more money[2] than I expected. Pretty cool.
I moved house from AZ to GA in 2022 and both State revenue departments refunded me more than what I expected from filling out the partial year forms. GA was almost double[3]. The move included a corporate 6 figure relocation package, with all the fraught income tax issues with that. A lot of anxiety... just dissipated.
[1] I download the pdf forms and instructions and just fill them out, and if I have to I print 'em out and mail 'em in.
[2] I try hard to keep refunds to a minimum, certainly less than $1K.
[3] My partner and I puzzled over the GA instructions for quite some time, which are impressively ambiguous. I could make an argument for 3 different scenarios given the instructions, and we decided to go conservative and use the middle strategy. However the refunded amount did not match any of the scenarios I myself calculated!