May 2013 Weddings

Minor $ set back

We were all set to make a lot of payments this month.
Fi found out that they mis-classified his hazard/combat pay in 2010 so even though he owed at tax time (And paid $900), he was actually supposed to have gotten over $1k back. That means an ammended return of over $2k.
Also, he's about to start getting his Wounded Warrior Disability SSA payment, which would be a lump sum of 5 months back dated, plus a monthly payment. That was going to mostly go for wedding stuff (we are talking a few grand in one check, plus around 1k a month).
We were SO stoked.
Then reality hit.
When the tax return check never showed, he went back to HR Block where they found out that his mother had submitted a tax return and payment in 2010, but had never finalized it, so not only did he not pay $900 that year (she was keeping track of his records while he was deployed), but he didn't even FILE taxes for that year (can you say penalties? Ugh). We can't exactly be frustrated with his mom for several reasons.. 1.) She's like the sweetest lady ever born on this planet. No joke. An absolute doll. You can't be mad at her! 2.) She tried! and now that she found out she "messed it up", she's heartbroken. :( and 3.) The time she was due to file would have been just  a week before she had a heart attack, followed by her son getting hurt in combat, followed by her having a stroke.  Yikes. A lot on her plate a year ago.
AND
His old boss (a real jackwagon) is being an @ss and was refusing to sign a piece of paper needed for the SSA payments. The SSA office got on his butt, as did the wounded warrior foundation and he still refused. Finally, a higher up in his chain of command reemed him out and ta da! Paper is signed. So now we re-start the 4-6 week clock on that one. UGH.

So, time to re-evaluate this months budget. LOL
Jackie (Photographer by trade) & Patrick (Military Police Officer)
May 18, 2013
"I Love My Wounded Warrior"
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Re: Minor $ set back

  • Wow, that really REALLY sucks. That's a giant mistake on his mom's part, you'd think somebody would've caught it sooner!

    Regardless, you just have to be prepared for anything financially- easier said than done of course. Just be thankful we all still have a lot of time before our weddings :-)
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  • H&R Block didn't even notice that the return hadn't been filed in 2010 when he went in the other day and ammended that return. Makes no sense to me.
    Jackie (Photographer by trade) & Patrick (Military Police Officer)
    May 18, 2013
    "I Love My Wounded Warrior"
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    May 2013 Brides November Sig: The venue
  • I can't believe that no one noticed it. Although my sister didn't file last year and it was never caught. Not even sure if it was caught this year when she filed because she got like 8 grand back. (a lot more due to the baby being sick)
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  • Normally it takes over one year for audits/etc to hit. The people at the IRS said "It's okay, we'll deny the ammendment and you just wait til you get a notice from us for non payment"
    H&R Block lady was like "HECK NO! We're not waiting until after you tack on penalties! Handle this now!"
    Jackie (Photographer by trade) & Patrick (Military Police Officer)
    May 18, 2013
    "I Love My Wounded Warrior"
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    May 2013 Brides November Sig: The venue
  • That's really sucky!  I'd be a basket case- I'm completely paranoid about anything involved with taxes.  I hope it all gets resolved quickly!

    It's so hard finding a good tax accountant.  I used to LOVE mine, but he unfortunetely died suddenly, and my new one isn't that great... Having my own business also makes my taxes really difficult though... we're planning on looking for a new accountant after we get married and need to file jointly.

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  • In Response to <a href="http://forums.theknot.com/Sites/theknot/Pages/Main.aspx/wedding-club-boards_may-2013-weddings_minor-set-back?plckFindPostKey=Cat:Wedding%20Club%20BoardsForum:ea657a87-d1dc-4588-999f-31c9deeef720Discussion:74d798f1-e945-4e87-a63a-7807a257bfcePost:cd1e8243-78cd-419b-a1e9-02bcd92745b9">Re: Minor $ set back</a>:
    [QUOTE]That's really sucky!  I'd be a basket case- I'm completely paranoid about anything involved with taxes.  I hope it all gets resolved quickly! It's so hard finding a good tax accountant. <strong> I used to LOVE mine, but he unfortunetely died suddenly</strong>, and my new one isn't that great... Having my own business also makes my taxes really difficult though... we're planning on looking for a new accountant after we get married and need to file jointly.
    Posted by melb2013[/QUOTE]

    <div>Omg, that's awful. </div>
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  • In Response to <a href="http://forums.theknot.com/Sites/theknot/Pages/Main.aspx/wedding-club-boards_may-2013-weddings_minor-set-back?plckFindPostKey=Cat:Wedding%20Club%20BoardsForum:ea657a87-d1dc-4588-999f-31c9deeef720Discussion:74d798f1-e945-4e87-a63a-7807a257bfcePost:de75d1b4-1436-4226-bd8f-1ae2b194fbfa">Re: Minor $ set back</a>:
    [QUOTE]In Response to Re: Minor $ set back : Omg, that's awful. 
    Posted by mymissingpuzzlepiece[/QUOTE]<div>
    </div><div>I just reread my post and it sounded so morbid! Sorry!

    </div>

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