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11 Oktober 2008

RE: [taxchat] State Income Tax Witheld

IRS maintains transcripts of W-2 wage income, FITW, FICA, 401K deferrals, but they do not maintain State Income or Income Tax Withheld.

I have come across a very troubling and common problem with non filers coming in from non compliance and doing there level best to get sorted out with the IRS and their State.

Often they come to me after getting SFRs for several years and the IRS is levying assets and or wages and threatening liens and property seizures.  I understand the IRS methodology. What I don't understand is why IRS does not track State Income taxes withheld.

The client is upset and scared of losing everything, and I am trying to help them. I retrieve W-2 and income transcripts, but if there are State Wages I have bad news for the client. I tell them to contact previous emplyers and beg them for those old W-2 copies. The other glimmer of hope I had came when I stumbled upon an SSA procedure whereby you can order W-2 photocopies from Social Security for $30 per tax year.CA maintains the State Wages or State Income taxes collected.

I was really suprised at this, but so far, every state (except CA) I have checked with does not maintain income or income taxes witheld.

I asked the State taxing agencies "if you don't maintain wage or witholding data, how can you tell if a tax return is accurate?"

 They told me the IRS reports the Federal income tax data to the State. The tax authorities also stated that they will not accept or process the State return without a W-2 attached.

This is a convenient way to stick it to the taxpayer. The IRS does an SFR, but does not give any credit for State Income taxes, and the State then nails the taxpayer for taxes that wre likely already withheld.

It seems to me that if the client were to asset their State Income taxes withheld, the IRS wouldn't be able to disprove it, nor would the State.

Does anyone out there have some method for retrieving State Income taxes withheld data for past years?

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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[forum-pajak] FW: Ternyata, Tuhan juga punya program Sunset Policy



Oleh Samuel Mulia
http://cetak. kompas.com/ read/xml/ 2008/10/12/ 02031554/ meninggal

Dua minggu lalu, satu hari sebelum hari raya Idul Fitri, suami teman
saya meninggal dunia. Persis saat berbuka puasa di rumah temannya. Ia
terjatuh, kemudian segera dilarikan ke rumah sakit, tetapi sayang
seribu sayang dalam perjalanan itu hidupnya berakhir. Semua terjadi
mendadak.

Dua hari setelah itu, saya datang melayat dalam acara penutupan peti
jenazah. Saya disambut salah satu sanak keluarga dan dihantar ke
hadapan peti putih, tempat suami teman saya itu berbaring tak
bernyawa. Saya berdoa dan kemudian diam sejenak. Untuk pertama kalinya
saya mencoba untuk berdiam sejenak.

Hal ini tak pernah terjadi, bahkan saat hadir pada acara belasungkawa
yang entah berapa kali saya datangi selama hidup. Dan selama itu pula,
saya hanya datang, memasang rasa duka dan air mata kalau perlu, tetapi
tak sebersit pun berpikir seperti pada pagi hari itu, berdiam sejenak,
membayangkan saya yang berada di dalam peti mati, dalam balutan jas
lengkap, apa pun mereknya.

Sidak

Setelah itu saya menuju ke tempat duduk yang tersedia tak jauh dari
peti jenazah. Selang beberapa menit setelah duduk, pikiran mulai
membayangkan bagaimana kalau kejadian itu menimpa saya. Meninggal
mendadak, maksudnya. Seperti Tuhan sedang melakukan sidak. Saya harus
siap kapan pun. Tak pernah ada sidak yang dilakukan melewati sebuah
janji temu, kecuali ada yang membocorkan.

Seperti teman saya yang membuka gerai tas-tas aspal di sebuah mal,
yang segera mengakhiri percakapan saat kami sedang berkomunikasi lewat
telepon genggam karena mendapat bocoran kalau bakal ada sidak.

�Bentar ya, Mas, aku tutup toko dulu. Yaaa… gini deh kalau jualan
enggak bener. Dikejer-kejer mulu,� kata dia tanpa memberi kesempatan
saya berkomentar.

Kematian mendadak seperti datangnya maling yang tak pernah membuat
janji temu. Berarti seharusnya saya selalu siap sedia. Sudah tiga
pekan ini saya membaca majalah Tempo. Majalah mingguan ini menurunkan
liputan pencairan cek oleh para wakil rakyat tanpa melupakan tulisan
mengenai sebuah perusahaan besar yang mengemplang pajak hingga sekian
triliun rupiah, serta liputan investigasi pembunuhan seorang
pembongkar bisnis barang-barang peninggalan kuno bernilai tinggi yang
membuat si pembongkar kehilangan nyawanya suatu dini hari.

Membaca liputan semacam itu saya sampai lelah. Lelah karena tak tahu
mau bilang apa. Yang satu mengaku menerima cek, kemudian mengatakan
beberapa nama juga menerima cek. Beberapa nama tak mengaku menerima
cek dan mengatakan tuduhan itu tidak benar. Saya bingung, kalau tak
menerima cek, yaa… mbok yang membeberkan nama dituntut balik dengan
alasan pencemaran nama baik?

Sampai hari iniâ€"semoga saya tak salah membacaâ€"mereka, beberapa nama
itu, sepertinya tidak mengajukan tuntutan pencemaran nama baik. Atau,
mungkin belum. Saya jadi berpikir, sebetulnya mereka menerima cek apa
tidak, ya? Lhaaa… kalau nama saya disebut-sebut dan saya memang tak
menerima, yaa… saya tuntut balik, bukan?

Itu pikiran goblok saya, yang terlintas saat sedang berada di rumah
duka. Dan membayangkan saya yang menerima cek, mengemplang pajak,
menjadi pembunuh, dan meninggal mendadak, apakah kira-kira yang akan
saya jawab ketika Tuhan meminta pertanggungjawaban soal apa yang saya
lakukan itu? Mungkin saya akan gelagapan karena dipanggil mendadak.

Coba bisa tahu kapan adanya sidak, wah… saya sudah pasti akan
mempersiapkan jawaban-jawabannya.

�Sunset policy�

Saya berandai-andai, kalau ada yang bertanya atau menuntut saya di
dunia ini, maka saya bisa saja memberi sejuta alasan, berbelit ke
sana-kemari. Bahkan menyewa pengacara terbaik di negeri ini atau di
dunia. Saya bisa melakukan penyuapan. Kalau tak berhasil, saya akan
menggunakan jaringan pertemanan yang dibangun sejak lama dengan
nama-nama kondang ataupun tak kondang, tetapi memiliki pengaruh luar
biasa.

Pengaruh yang bisa menyelamatkan, yang tanpa disadari membuat saya
berutang budi kepada mereka. Dan kalau datang masanya mereka meminta
bantuan untuk menjatuhkan bahkan menyingkirkan seseorang, tentu mau
tak mau saya harus menunjukkan kesetiaan dalam bentuk a helping hand
kepada mereka.

Apa hal semacam itu bisa terjadi juga di pengadilan Tuhan? Saya belum
pernah mati, tetapi entah mengapa saya yakin sekali pengadilan itu
akan ada. Dan akan saya hadapi sendirian, tanpa pengacara kondang,
tanpa petinggi, tanpa pengusaha kondang, tanpa tukang jagal.

Masalahnya, saya selalu menyepelekan hal itu karena sejak dahulu saya
memiliki pemikiran bahwa akan datang waktunya Tuhan akan memberi saya
pengampunan. Jadi, nanti saja pertobatan itu, sekarang senang-senang.

Saya pun acapkali lupa neraka itu ada, sebagaimana surga ada. Karena
bertahun-tahun berpikir demikian, saya tak pernah merasa ketakutan
kalau datang ke rumah duka. Maka, saya katakan tadi, untuk pertama
kalinya saya memiliki waktu berdiam sekian detik dan membayangkan
dipanggil mendadak dan tidur di peti mati itu.

Siang itu, sepulang dari melayat, saya ketakutan. Takut kalau hari itu
mendadak dipanggil pulang untuk diadili. Mengapa takut? Saya belum
siap. Itu perkataan yang sudah bertahun lamanya saya ucapkan dengan
ringan. Saya tak pernah siap, tepatnya saya tak pernah mau berusaha
untuk siap. Saya lebih asyik menikmati keduniawian yang tidak benar
itu dan berpikir Tuhan itu Maha Pengasih lagi Maha Pengampun. Jadi
saya pikir, Tuhan juga punya program sunset policy.

Samuel Mulia Penulis Mode dan Gaya Hidup

[Non-text portions of this message have been removed]

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RE: [taxchat] KY Non-Resident & Taxes

Take a look at page 22 at this link. It's the Comparison Formula for 2007 from Pub 111. It seems to show that at under certain circumstance, you can take a credit for Kentucky taxes. It may help you to understand whether you can claim a credit and if so, to convince Drake that you are right.
 


From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com] On Behalf Of Lynne Ayton
Sent: Saturday, October 11, 2008 6:37 PM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] KY Non-Resident & Taxes

it is only partial credit because of the diff tax rate; but there should still be a credit & drake is not showing any credit, or even a CR for that matter.  thats my problem.  drake says it isnt allowed.  something to do with the K1 & "withholding".  i dont get it!
lynne


Debbie Wilson wrote:

Reciprical agreement is only for wages I believe.  If they had income in Kentucky from real estate, they pay tax to Kentucky and get a credit on Illinois although I don’t know if it’s the full credit.  Seems to me I did one not too long ago, where Illinois only gave them a partial credit

Debbie Wilson

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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Re: [taxchat] Re: KY Non-Resident & Taxes

it doesnt ... as he does owe tax on the KY portion of his income.  see my example in prev chat.
lynne

esiclare wrote:

Per the instructions for Illinois residents, see Schedule CR, page 1:
there is a reciprocal agreement between KY & IL and are not taxed by
IL. If you were to be taxed by KY you must apply for a refund from KY.I
hope this answers your question.
Estelle, CPA

 

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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Re: [taxchat] KY Non-Resident & Taxes

it is only partial credit because of the diff tax rate; but there should still be a credit & drake is not showing any credit, or even a CR for that matter.  thats my problem.  drake says it isnt allowed.  something to do with the K1 & "withholding".  i dont get it!
lynne


Debbie Wilson wrote:

Reciprical agreement is only for wages I believe.  If they had income in Kentucky from real estate, they pay tax to Kentucky and get a credit on Illinois although I don’t know if it’s the full credit.  Seems to me I did one not too long ago, where Illinois only gave them a partial credit

 

Debbie Wilson

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IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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[taxchat] Re: Testing new email address

Hi JoJo,

ROFL!!

--- In taxchat@yahoogroups.com, "JoJo Zawawi" <kuchekesha@...> wrote:
>
> Tubular. :D
>
> Cheers,
> JoJo
> ....................................................................
........
> ....................................................................
........
> ......
> Music: http://www.myspace.com/jojozjojo *
> http://www.new.facebook.com/pages/JoJo-Zawawi/16883556821
> Blog: http://www.mysteriousperson.com/MYSTERIOUSPERSON/thezblog/
>
>
>
>
>
>
> -----Original Message-----
> From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com]On
Behalf
> Of Clarisse
> Sent: Saturday, October 11, 2008 2:46 PM
> To: taxchat@yahoogroups.com
> Subject: [taxchat] Re: Testing new email address
>
>
> Thanks Arnie, I see it now! This is great!
>
> Now my email address matches my website address... very cool.
>
>
> --- In taxchat@yahoogroups.com, "Arnold M. Socol" <waymeans@>
> wrote:
> >
> > Hi Clarisse -
> >
> > Its working.
> >
> >
> > ----- Original Message -----
> > From: Clarisse
> > To: taxchat@yahoogroups.com
> > Sent: 10/11/2008 5:37 PM
> > Subject: [taxchat] Testing new email address
> >
> >
> > Hello everyone,
> >
> > This is a test to see if my new address works.
> >
>
>
>
> ------------------------------------
>
> IRS Circular 230 Disclosure: Unless expressly stated otherwise in
this
> transmission, any tax advice contained herein, forwarded with or
attached to
> this message was not and is not intended to be used, nor may it be
relied
> upon or used, by any taxpayer for the purpose of (1) the avoidance
of any
> tax-related penalties under the Internal Revenue Code or applicable
state or
> local tax law provisions, or (2) promoting, marketing or
recommending to
> another party any tax transaction or tax-related matters that may be
> addressed herein.
> Yahoo! Groups Links
>

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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RE: [taxchat] KY Non-Resident & Taxes

Reciprical agreement is only for wages I believe.  If they had income in Kentucky from real estate, they pay tax to Kentucky and get a credit on Illinois although I don’t know if it’s the full credit.  Seems to me I did one not too long ago, where Illinois only gave them a partial credit

 

Debbie Wilson

 

From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com] On Behalf Of Lynne Ayton
Sent: Saturday, October 11, 2008 4:04 PM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] KY Non-Resident & Taxes

 

thats the reference they gave me too, but thats not it.  tp has a K1 from KY for a real estate investment that had $18,000 cap gn, $275 int, & $2000 loss on rental real estate.  on the PTE-WH (KY version of a withholding on net distr share income for pass through entities), they show $16,275 net distr share inc subject to w/holding; tax before credit of $977, & then the same on line for Ky inc tax w/held.  in calculating the KY return, he has a refund of $350, so even the net $677 should show up on the IL-CR somewhere i would think.  or am i suppose to look at it "almost" like a W2, forget the reciprocal, & just claim the $977 as state tax paid?  im at a loss on this.
lynne


Mel Wolfson wrote:

I took a quick look at the instructions for the IL-CR. I think that there is a reciporcal agreement between the two states that is preventing you from taking the credit. You have to file a return for KY and claim the refund there.

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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RE: [taxchat] Re: Testing new email address

Tubular. :D

Cheers,
JoJo
............................................................................
............................................................................
......
Music: http://www.myspace.com/jojozjojo *
http://www.new.facebook.com/pages/JoJo-Zawawi/16883556821
Blog: http://www.mysteriousperson.com/MYSTERIOUSPERSON/thezblog/

-----Original Message-----
From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com]On Behalf
Of Clarisse
Sent: Saturday, October 11, 2008 2:46 PM
To: taxchat@yahoogroups.com
Subject: [taxchat] Re: Testing new email address

Thanks Arnie, I see it now! This is great!

Now my email address matches my website address... very cool.

--- In taxchat@yahoogroups.com, "Arnold M. Socol" <waymeans@...>
wrote:
>
> Hi Clarisse -
>
> Its working.
>
>
> ----- Original Message -----
> From: Clarisse
> To: taxchat@yahoogroups.com
> Sent: 10/11/2008 5:37 PM
> Subject: [taxchat] Testing new email address
>
>
> Hello everyone,
>
> This is a test to see if my new address works.
>

------------------------------------

IRS Circular 230 Disclosure: Unless expressly stated otherwise in this
transmission, any tax advice contained herein, forwarded with or attached to
this message was not and is not intended to be used, nor may it be relied
upon or used, by any taxpayer for the purpose of (1) the avoidance of any
tax-related penalties under the Internal Revenue Code or applicable state or
local tax law provisions, or (2) promoting, marketing or recommending to
another party any tax transaction or tax-related matters that may be
addressed herein.
Yahoo! Groups Links

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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[taxchat] Re: Testing new email address

Thanks Arnie, I see it now! This is great!

Now my email address matches my website address... very cool.

--- In taxchat@yahoogroups.com, "Arnold M. Socol" <waymeans@...>
wrote:
>
> Hi Clarisse -
>
> Its working.
>
>
> ----- Original Message -----
> From: Clarisse
> To: taxchat@yahoogroups.com
> Sent: 10/11/2008 5:37 PM
> Subject: [taxchat] Testing new email address
>
>
> Hello everyone,
>
> This is a test to see if my new address works.
>

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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Re: [taxchat] Testing new email address

Hi Clarisse -
 
Its working.
 
 
----- Original Message -----
From: Clarisse
Sent: 10/11/2008 5:37 PM
Subject: [taxchat] Testing new email address

Hello everyone,

This is a test to see if my new address works.

__._,_.___
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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