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MAC
01-19-2004, 03:17 AM
well....my boss did an amazing thing this year

he gave us our W-2 with our first paycheck.
(for all you foreigners: the W-2 is the federal end of the year summary of pay and tax for wages earned if you're not self employed)

the deadline to get W-2's out is Jan 30 and usually he doesn't get them ready before then so he mails them to us from the post office just to have receipts proving that he made the deadline.

but this year he was ready.

Now, keep in mind that I am in the lowest tax bracket and it easy to do them. Most of my 1040 is blank.

I have no taxable income except what I get at work and no deductions except the standards (my interest paid on my house could be itemized but its usually less than the standard deduction so there's no point.)

So I take my wages and add nothing to it to get my adjusted gross income.
Then I subtract the standard deduction for being single
then I subtract the exemptions for the number of dependants I have
(that = 1, I am 1 deduction, that's it.)

this results in my taxable income

I have no dividends, capital gains, IRA distributions, pensions, annuities, unemployment compensation, or social security benefits to add

and I have no education expensies, IRA deductions, student loan interest tuition or fees to deduct

I'm not over 65 or blind, I'm not married and no one can claim me as a dependant

so once I have figured out how much of what I earned I must pay tax on I go to figure my tax on the chart.

I do not qualify for the alternative minimum tax, child and dependant care, elderly and disabled credit, education credit, retirement/savings credit, child tax credit, or adoption credit ....so I have no tax credits

so what they withheld is what I have paid in.

well.....they withheld about 5-1/2%

that's almost HALF of what SHOULD have been with held

now I owe uncle sam almost what I paid in.

my boss's accountant is a sharp guy who has too much business and he left to go back to work for a real company last year leaving his father with th ebusiness. He had to come back half way through the year to try to fix things his dad had done wrong

this must have slipped through the cracks

I am betting anything that what happened was that when I got divorced and fille dout a new W-4 (that's the form where you tell your employer how many deductiosn to allow for your withholding) that they simply ADDED the new one to the old one.

regardless the boss will have a chance to straighten this out and I will see what my W-4 says.
I will file a NEW W-4 for this year and make them correct my 2 paychecks that have been issued.

the sad thing is that this past year was a steady climber, pay-wise. It started off weak like 2002, and got better. There where a few spikes in pay when we where busy and I had overtime and few valleys where things dryed up, but it finished off so strong....

now I see that I should knock about $65 off each check to get an idea of what I really made.

every year since I got a life and the subsequent bills I've learned more about budgeting. This year I felt like I really had a handle on my incoem and what I needed to do with it. This fucks up my spreadsheet real good. Time to cut some more fat.

please note:
If I had received my whole check each week and put the 10% in a savings account I could send them acheck for the whole ammount and had the little bit that was left plus the tiny interest it had earned but it'd be enough for a road trip or a plane ticket to see my daughter or something.
I should inform my boss that this is what I want to do but I won't.
I fore see enough shit on the horizon already to make me avoid that stress.

which is why nothing changes

Pianomahnn
01-19-2004, 03:31 AM
I have a tax story.

At one point in my life I owed the gubment about $7000 in back taxes. Turns out my employer grossly misreported my actual earnings. Yea, quite a few letters and yada yada yada. I don't owe that.

It was scary at the time, though. I was a mere 18 years of age.

Billyman
01-19-2004, 05:04 AM
P-dude, quit fucking the system and you won't have that problem.

Mac, I've got this excellent tax guy who can show you how to deduct the gas you spent driving to and from work (without receipts), give each of your snakes social security numbers so you can claim them as dependents (your cat too), and possibly the food you ate while at work.

He worked for the IRS for nearly 20 years and none of his “customers” have ever been audited. Something about “cracks” as he puts it.

Kinda makes the “P-dude…” statement all stupid and silly now doesn’t it?

MAC
01-19-2004, 02:39 PM
well, here's the deal

I don't mind paying my fair share of taxes

what I hate is this fucked up system that allows mistakes like to this happen in the first place.

Mudflap
01-19-2004, 03:01 PM
A good rule of thumb:

If at least 25% of your gross pay isn't being with held, there's a good chance you'll owe the gubmint more money come tax season.

MAC
01-19-2004, 05:26 PM
it appears that the accountant never got my new W-4.....in 2002.....

christ.

following is a list of things I have for sale:
what's left of my pride
all of mudflap's guns
mudflap's lawnmower and sweeper
some books simon left here
some couches my wife left here
a couple cats
a TV and really crappy DVD player
some pots and pans and dishes and glasses
an old wire spool that makes a great porch table
a folding chair
a couple of broken screens
a brown recliner with a rip and a side table with loose legs


damn my eyes for throwing out all the trash!

Venus
01-20-2004, 03:20 AM
Well I got that lovely call from my ex today. I had to tell him he gets to claim Alexys this year since I got her last year. Told him I'd be happy to claim her this year too since I'm not going to get the full amount for the child care credit. "Why not?" He says. "Because you didn't pay the child care" I kindly remind him. "But that shouldn't matter because I started to pay it off" he replies. "But you didn't pay it last year, so it doesn't count for last year's taxes." I inform him. "Oh, ok. So I'm claiming Alexys this year." He tells me. "I guess this was a pointless phone call." He says. "Except you've managed to piss me off in record time" I say as I hang up the phone. I'm just glad I had fixed my W-4 last year when I knew I wasn't claiming Alexys. Single with 0 dependents, and an extra $20.00 each paycheck going to taxes. I hope I don't owe.

ms. bing
01-21-2004, 03:11 AM
i was just discussing this with my dad.
this year i have eva to claim, some of her child care, and a handful of student loan interest. since i didn't work until the last month of the year i don't expect to get much back.
next year, however, right after i graduate, i will be sitting in tax refund heaven. because i will have a tidy amount of student loan interest, two semesters worth of tuition at school #2, various books and things, plus eva and her child care and i will have worked for a full year at a crappy part time job that qualifies me for food stamps and welfare. talk about starting out with a nest egg.
i love this system.

Escape Artist
01-21-2004, 09:53 AM
I think I will get everything back, based on rough estimates. :)

Well, everything but my goddamned W-2 - still waiting on that one.

MAC
01-21-2004, 12:42 PM
bing:

I hate to tell you this but if you don't qualify for the EIC (there may be a student clause that exempts you) and the child tax credit (which you may not hav emade ENOUGH to qualify for) I'd be VERY suprised

this will be an interesting experiment and I want a report back. Because I know lots of mothers of kids who have part time jobs and make little or nothing who get back thousands of dollars PER kid. (I know one inparticular who gets over $4000 each year) but NONE of those moms are in school.

Venus:
I know you have your own deal worked out with your ex but whom ever keeps the kid the majority of the time gets the tax break. That may be the grandparents for all I know. But who ever wants it can take it as long as no one disputes it. I gave my ex the deduction when she left but I was paying for day care 100% so I got the write off there. Once again you can split it up as long as no one disputes it. I believe you can split up what has been paid, all you need are the receipts. If he paid $20 and you paid the rest he can write off his $20 as long as he has areceipt. But you better see a CPA or somethin.

My point for going into that was what difference does it make?
That $3000 deduction for your daughter off your AGI:

If your AGI was $10K before the deduction:
lowers your taxes$450

If your AGI was $15K before the deduction
lowers your taxes$450

If your AGI was $20K before the deduction
lowers your taxes$450

If your AGI was $25K before the deduction
lowers your taxes$450

If your AGI was $30K before the deduction
lowers your taxes$610!!!!!

[i don't know]
holy shit, you have to make 30K to benefit more from a deduction...why is that?
maybe its because ppl who make $30k spend mor emoney on their kids and don't do crack.
yeah, that's it
[/I don't know]


so I lets see if our tax system really is based on income or if its based on social status.

I know a bit about the "tax breaks for the rich"

anyone who makes an adjusted gross income of over $40,000 is rich .

consider the following:

when your income goes from

$30K to $40K (AGI)

your taxes go from
$4300 to $6800

when your income goes from

$40K to $50K

your taxes go from

$4800 to $9300

you add 30% to your income and you add 58% to your taxes

then you add another 25% to your income and you add 94% to your taxes

don't believe me? look in the book.

Venus
01-22-2004, 03:02 AM
MAC, I can't claime Alexys this year because he is. We have her the exact same amount of time...I have her Monday thru Wedensday, and every other Thursday. He has her Friday thru Sunday, and every other Thursday. I have to let him claim her, because if I don't, we'll both claim her and then I'll end up fucked. That's just the way it seems to work. I try to do something to help myself, he finds a way to screw it up, adn I get fucked.

MAC
01-22-2004, 02:05 PM
venus, you work it out however you have to work it out.

but I am telling you that you (or he) SHOULD be able to deduct whatever was spent on child care, even if it was only $20.
I don't know that that will add up to be crap but it might.

as for my W-4 woes here's the run down

when I began working here in 1997 I filled out a W-4 for "single" & "1"

my boss does NOT have us fill out a new W-4 every year. (that would require focus and professionalism)

early in 2000 I changed my W-4 to "married" & "3"
that year I made more money than ever in both income and bonuses and was able to get into this house

in dec 2001 my wife moved out. and in jan of 2002 I filled out a NEW W-4 for "single" & "1". The correct amount was withheld for all of 2002.

In 2003 my boss's accountant left his familybusiness to go to work with a large firm. after several month she came back full time because his Dad couldn't keep the business running.

he couldn't find the W-4 from 2002 and reverted to the W-4 from 2001. And withheld 1/2 my taxes all year.

so, the one time I changed my taxes inmy favor it reemed me.

I consider this my fault for not following up when I asked why so little was with held from my very first check of 2003.

But, some would say, its my boss's fault for NOT filing a new W-4 every year like he is supposed to.

Venus
01-23-2004, 03:55 AM
What I'm saying is that he didn't pay the child care...so I can only get the credit for my portion of the payment, whereas last year, he got it all.