Every year it seems I screw up some aspect of either my Fed or California tax return. I mess up on some aspect of the form that got changed from the year before, or despite double and triple checking the math, fail to identify some piece that will save me money.
Yeah, you read that right, I most often err in favor to the government. This has never bothered me, since it’s never that much money (I guess) and I figure it’d be my ticket out of jail if I ever worried that my plea of “dumbass” was met with skepticism in some tax court.
And yes, I’m too cheap to hire someone or use software since I still fill in downloaded forms and snail mail hard copies of my taxes. I don’t trust the e-file system and they don’t have free software for Macs, far as I know. I prefer the old paper system and there’s no reason to change it. And get off my lawn.
So this year, turns out I messed up the math on adjusting my deductions to California since they made the form a lot more complicated, although for a good reason. With the state & local tax deduction capped at 10K, they added a load of boxes and lines and instructions that, if properly navigated, maintain property tax deductions over 10K from the California state income tax. I don’t pay more than 10K in property tax with my humble abode, and I wound up subtracting some figure I should not have. California tax instructions are up there with the new math in terms of confusion. I messed up, they caught it, and it wound up shrinking my state refund by a few hundred bucks.
They simply refigured my math, accepted that I am a dumbass, adjusted the amount and direct deposited the proper one.
Continue reading “Yes, I Will Actually Commend Our Tax Bureaucrats”