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Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 12468
Experience:  Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
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I live in Ohio and managed a region of the United States. I

Customer Question

I live in Ohio and managed a region of the United States. I was hired 11 years ago with a company based in Kentucky. I was recently notified by my company that they had been taking LOCAL taxes out not only for Ohio but for Kentucky as well. They recommended that I complete and submit a Form 211-22 to get a refund for the taxes paid in Kentucky. The problem is that this form only allows me to go back 2 years? What are my options and does my company have any responsibility for reimbursing me the thousands of dollars they took?
Submitted: 1 year ago.
Category: Tax
Expert:  Lane replied 1 year ago.

Hi,

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Can you tell me your source for how long you can go back?

Expert:  Lane replied 1 year ago.

If this is a statute of limitations, vs a procedural issue, you will have to go after company to recoup the overpayment.

Expert:  Lane replied 1 year ago.

If, however, this is just a processing issue, then I can call KY and see if what they have done in similar situations.

Expert:  Lane replied 1 year ago.

Tell me everything you know, and where you got the information ... I'll be looking at the KY code ... And After9:00, I'll cal KY's Dept of revenue

Expert:  Lane replied 1 year ago.

Kieth, ... Did you see my information request?

Expert:  Lane replied 1 year ago.

OK, Have spoken with KY dept of revenue.

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The tax is an occupational tax, meaning that if you worked in KY it would be owed (sounds like that's not the case)

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They also indicated that I would have to contact the local give in this ... As this is a county occupational tax ...

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Can you tell me the county?

Expert:  Lane replied 1 year ago.

Hi, Just checking back in .. DId you see my questions?

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If you can give me the specific county for your home office, I can speak with them aboutwhether this is a statute of limitations issue or not and then we can go from there