How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask Merlo Your Own Question

Merlo
Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience:  25+ years tax consulting. Specializing in returns for US citizens living abroad
Type Your Tax Question Here...
Merlo is online now
A new question is answered every 9 seconds

I received a letter saying I owed taxes for 2005. I work as

Resolved Question:

I received a letter saying I owed taxes for 2005. I work as a civilian for the U.S. government at the Tracy Defense Depot. I claimed no dependents. I am single. I do not itemize as I have nothing to claim. I made $47781.12 in wages; paid $2020.00 in state income tax. Using the tax table, I should have received $55.85 back from the state.

The state says I did not file for 2005. I did online for the first and last time. The state says I owe $558 which is a penalty plus interest. How can I be penalized for not owing on taxes? I do not know why my tax forms were not received over the internet. I have written to the Franchise tax board but they responded by lowering my taxes from approx. $3,000 to the $558. I do not feel I owe anything for 2005. What can I do to rectify this?        Gregory D. Miller
Submitted: 4 years ago.
Category: Tax
Expert:  Merlo replied 4 years ago.
Hello perplexed,

Do you still have a record of your W-2 forms and other tax forms for 2005 showing how much you earned and how much you had withheld for taxes?

Customer: replied 4 years ago.
Yes I do have the w-2 forms and other tax forms. I sent them to the Franchise Tax Board and that is when they lowered the amount I owed from $3665.03 to the $558.        Perplexed
Expert:  Merlo replied 4 years ago.
In your original post, you said that according to your records you actually were due a refund of $55.85.

Does that mean that you actually had more taxes withheld from your paychecks than you owed, or did the refund result from additional deductions you claimed other than the standard deduction?

Customer: replied 4 years ago.
More taxes were withheld from my paycheck than I owed. I do not claim any additional deductions as I have none to claim. I am single, never been married. I do not have a mortagage.   Perplexed 894
Expert:  Merlo replied 4 years ago.
Hello again perplexed,

As long as you had more taxes withheld from your paychecks than your actual tax liability was for the year, then the state cannot assess you with penalties and/or interest, since you paid in more than the total amount that was actually due.

It would be impossible for me to explain why they are still saying that you owe anything at all, however, I do know from personal experience that you could re-send this same information tomorrow, and depending on the examiner who reviews your information, you would likely get a totally different result.

It is sometimes very difficult to deal with these issues over the phone or by mail, and get them resolved in any timely manner. Because of that you may want to consider making a trip in person to a local tax office in your area. I would take with you a copy of the return which you thought was filed and copies of all your W-2 forms and sit down with someone in person to show them these records.

Unless you somehow computed the wrong tax amount that was actually due for that year, if you really had enough taxes withheld to cover your liability for that year, then you should not owe any penalties. Unfortuntely, the only way to get this resolved will be through the Franchise Board, and it may take a personal trip to one of their offices if you are looking for the quickest resolution to this problem.

Thank you perplexed, and good luck to you in getting this resolved in a timely manner. Let me know if you have more questions. I am happy to help you with whatever I can.

Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience: 25+ years tax consulting. Specializing in returns for US citizens living abroad
Merlo and 3 other Tax Specialists are ready to help you

JustAnswer in the News:

 
 
 
Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.
 
 
 

What Customers are Saying:

 
 
 
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
< Last | Next >
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
  • I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight. Bonnie Chesnee, SC
  • Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation. John Minneapolis, MN
  • Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. Orville Hesperia, California
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA
 
 
 

Meet The Experts:

 
 
 
  • Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
< Last | Next >
  • http://ww2.justanswer.com/uploads/KU/KUMI95/2013-9-30_195031_kumar.64x64.jpg Wallstreet Esq.'s Avatar

    Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
  • http://ww2.justanswer.com/uploads/CU/Cuttinggirl/2011-10-29_03719_wcrop2.64x64.jpg Wendy Reed's Avatar

    Wendy Reed

    Enrolled Agent

    Satisfied Customers:

    3052
    15+ years tax preparation and tax advice.
  • http://ww2.justanswer.com/uploads/CATax/2009-08-04_204548_Mark.jpg Mark D's Avatar

    Mark D

    Enrolled Agent

    Satisfied Customers:

    985
    MBA, EA, Specializing in Business and Individual Tax Returns and Issues
  • http://ww2.justanswer.com/uploads/IN/insearchoftheanswer/2013-8-16_0233_attorney.64x64.jpg Richard's Avatar

    Richard

    Tax Attorney

    Satisfied Customers:

    3229
    29 years of experience as a tax, real estate, and business attorney.
  • http://ww2.justanswer.com/uploads/MY/MyVirtualCPA/2012-7-5_44024_cookmegan1.64x64.jpg Megan C's Avatar

    Megan C

    Certified Public Accountant (CPA)

    Satisfied Customers:

    6121
    Licensed CPA, CFE, CMA who teaches accounting courses at Master's Level
  • http://ww2.justanswer.com/uploads/JG/jgordosea/2012-6-7_43138_GordosVeritas.64x64.jpg jgordosea's Avatar

    jgordosea

    Enrolled Agent

    Satisfied Customers:

    2783
    I've prepared all types of taxes since 1987.
  • http://ww2.justanswer.com/uploads/OZ/ozaukeecpa/2012-6-7_193219_Picture1croppedandshrunk.64x64.jpg MequonCPA's Avatar

    MequonCPA

    Certified Public Accountant (CPA)

    Satisfied Customers:

    2231
    CPA, Over 30 yrs experience w/individuals and small businesses. Masters in Tax.