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Tax Rebate

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Berta

Question

I was just down to our local tax office-

to file for a state tax rebate- on property tax-we have to renew this every year-

I mentioned to the tax people that the latest I heard is that disabled vets and DIC widows will have their VA comp income matched with the IRS and have to file a 1040 -but the fact is that-

my tax people never ask me for proof of my DIC when I do my return- and I imagine that goes for most disabled vets too-

well- I get a local person to do my return every year and will see what she says about that-

But both tax assessors told me they were tipped off that scams have already started by who knows who- because of these rebates-

I only know what they said-no proof but this sure doesnt surprise me if it is true-

I bet many of you got your class action lawsuit check from HR Block Tax Co settlement fund-recently

I did a few weeks ago-

I am so glad I never went back to them.

GRADUATE ! Nov 2nd 2007 American Military University !

When thousands of Americans faced annihilation in the 1800s Chief

Osceola's response to his people, the Seminoles, was

simply "They(the US Army)have guns, but so do we."

Sameo to us -They (VA) have 38 CFR ,38 USC, and M21-1- but so do we.

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I was just down to our local tax office-

to file for a state tax rebate- on property tax-we have to renew this every year-

I mentioned to the tax people that the latest I heard is that disabled vets and DIC widows will have their VA comp income matched with the IRS and have to file a 1040 -but the fact is that-

my tax people never ask me for proof of my DIC when I do my return- and I imagine that goes for most disabled vets too-

well- I get a local person to do my return every year and will see what she says about that-

But both tax assessors told me they were tipped off that scams have already started by who knows who- because of these rebates-

I only know what they said-no proof but this sure doesnt surprise me if it is true-

I bet many of you got your class action lawsuit check from HR Block Tax Co settlement fund-recently

I did a few weeks ago-

I am so glad I never went back to them.

Berta,

I am kind of confused with this rebate thing that is going on. I recieave VA comp. and SSDI if I file a tax return do I need to inform the IRS of how much I got for the year or can I only tell them about my SSDI which is above the 3,000 mark that they are saying you must of made in income? If you have kids are they going to give the extra for the kids or is it just taxpayers only.

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As soon as I get my 2007 return filed- I might be able to answer that-in a week or two-

I do have some earned income-but usually I dont have to pay taxes-or not much-

You are right- I never needed any proof of my VA DIC-all I have is my original award letter-no tax person ever asked for it for my IRS stuff-

I do always have to bring my SSA statement for widows retirement benefits and any other earned income stuff from investments- but I dont make any earned "work" money-still I always have to file a return-

Somehow the VA- as I understand it -can contact IRS and let them know what we all get in DIC or comp and this is the proof of this for the rebate-

whether one filed tax return last year or not-

STILL-

I bet this whole shibang gets screwed up-

VA and IRS? geeeez

I will let you all know how my IRS person handles this.She will be handing many returns in this area from vets anyhow-

I have an awful feeling that if a vet has not needed to file a return in the past-this might mess things up-hope not- these would be the very vets who Need the rebate the most.

GRADUATE ! Nov 2nd 2007 American Military University !

When thousands of Americans faced annihilation in the 1800s Chief

Osceola's response to his people, the Seminoles, was

simply "They(the US Army)have guns, but so do we."

Sameo to us -They (VA) have 38 CFR ,38 USC, and M21-1- but so do we.

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  • HadIt.com Elder

I am not a tax adviser but I plan to fill out the 1040 EZ Form and report my Social Security and wife's and not my VA which is exempt from reporting.

Only people who get VA disability only need to worry about reporting it this year and only to get the rebate. If it were me I would only report $ 3,000 of it if I were in that circumstance. I would also write VA Disability Tax exempt income next to where I reported it.

It was nice that Congress thought about us for a change. If you owe any taxes the IRS will take the refund from you.

Veterans deserve real choice for their health care.

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I am not a tax adviser but I plan to fill out the 1040 EZ Form and report my Social Security and wife's and not my VA which is exempt from reporting.

Only people who get VA disability only need to worry about reporting it this year and only to get the rebate. If it were me I would only report $ 3,000 of it if I were in that circumstance. I would also write VA Disability Tax exempt income next to where I reported it.

It was nice that Congress thought about us for a change. If you owe any taxes the IRS will take the refund from you.

Hi All,

The IRS has some information regarding Veterans and Social Secuirty Benefits. Please visit http://www.irs.gov/irs/article/0,,id=177937,00.html

Hope this helps.

Cherie33

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I am not a tax adviser but I plan to fill out the 1040 EZ Form and report my Social Security and wife's and not my VA which is exempt from reporting.

Only people who get VA disability only need to worry about reporting it this year and only to get the rebate. If it were me I would only report $ 3,000 of it if I were in that circumstance. I would also write VA Disability Tax exempt income next to where I reported it.

It was nice that Congress thought about us for a change. If you owe any taxes the IRS will take the refund from you.

Pete53

I am thinking in doing the same thing as you because my SSDI is way above the 3,000 needed for the rebate. I wonder if I do it like that if there will be a problem. Let me know if you now anything more about thia rebate.

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This is from Ray B Davis's email newsletter.

Hope this helps a vet.

carlie

*********************************************************************

Dear Readers,

3 POINTS to Remember:

1. File a Federal tax return; even if you don't owe any tax. It will

speed the process.

2. IRS SCAM warning; do not give personal information over the phone

to callers.

3. You will get a rebate of $300.00 (if you income source is Veterans

or Social Security payments of at least $3000.00 income). If you earn

taxable income it could be $600.00.

Below is more on the tax rebates passed by Congress. The IRS warns

about scams related to the tax rebates. Be warned; do not give

personal information over the phone to someone who calls you saying

they need the information to process the rebate (Bank, Credit card,

Social Security Card number, etc.) See IRS waring at:

http://www.irs.gov/irs/article/0,,id=177937,00.html

In the USA article below it states you will receive a minimum of

$300.00, if you have have at least $3,000.00 in VA

compensation/pension

or Social security money ($600.00 per couple if both qualify).

But if you have earned taxable income it could be as much as a

$600.00 rebate. (with $1,200.00 per qualifying couple).

Also dependent children under 17 allow you to receive $300.00 per

child, if you qualify.

And lastly even if you owe no tax? you should file a Federal tax

return so you will not fall through the cracks.

If you owe no tax, the tax return should be easy and quick to fill-

out, and it could speed-up your return.

Your Editor,

Ray B Davis, Jr

http://www.valaw.org

-- Start Article --

Digg del.icio.us Newsvine Reddit FacebookWhat's this?By Sandra

Block, USA TODAY

The check isn't in the mail yet. But it's coming. Within the next few

days, President Bush is expected to sign an economic-stimulus bill

that will include tax rebates to more than 130 million Americans.

Here are some answers to questions about the rebates:

Q: How much will I get?

A: Most single taxpayers will be eligible for a $600 rebate, and

married couples who file jointly will be eligible for $1,200.

Taxpayers with dependent children under age 17 will be eligible for

an additional $300 per child. House Speaker Nancy Pelosi, D-Calif.,

says a typical family of four with two children would receive $1,800.

There's no limit on the number of dependents eligible for the rebate,

so a large family could end up with a much larger check. A family

with six children, for example, would be eligible for a rebate of up

to $3,000.

Q: When will I get the money?

FIND MORE STORIES IN: President Bush | Social Security | D-Calif | Q

How | Deloitte | Touche | Grant Thornton

A: Probably not until late spring or early summer. Treasury Secretary

Henry Paulson says the IRS will start working on the rebates right

away, but taxpayers won't start receiving checks for two to four

months. The IRS needs to finish processing 2007 tax returns before it

can start delivering rebate checks.

Taxpayers who want their money as soon as possible should be sure to

file their tax returns by the April 15 deadline, says Mel Schwarz,

partner at Grant Thornton's national tax office.

Because the rebate will be based on 2007 tax returns, taxpayers who

file for an extension will have to wait longer for their money.

Q: Is there an income cut-off for the rebates?

A: Yes. The rebates will phase out for single taxpayers with adjusted

gross income of more than $75,000 and married taxpayers with AGI of

more than $150,000.

The phase-out will be 5% of the amount of income that exceeds the

threshold. If, for example, you're married and your 2007 AGI is

$160,000, your rebate would be $700.

Q: What about people who don't owe income tax?

A: Even if you didn't owe any tax, you're still eligible for a rebate

of $300, or $600 for married couples, as long as you had at least

$3,000 in earned income, Social Security benefits, veteran's

disability payments or a combination.

You may be eligible for a larger rebate if you have dependent

children. Suppose, for example, that you worked part of the year in

2007 and earned $9,000.

And say you also have custody of two children. Though you owe no

income tax for 2007, you would be eligible for $300 for yourself and

$300 for each child, for a total rebate of $900.

Q: Do I have to do anything to get a rebate?

A: You don't need to file an additional tax form to get your rebate.

But if you received more than $3,000 in earned income last year, you

should file a tax return, even if you don't owe any tax, says Mark

Luscombe, tax analyst for tax publisher CCH. That will make it easier

for the IRS to find you, he says.

If you're eligible for a rebate but don't receive one, you can try

contacting the IRS.

Alternatively, you'll have a chance to claim your rebate when you

file your 2008 tax returns in 2009, says Clint Stretch, managing

director for Deloitte & Touche.

http://www.usatoday.com/money/perfi/2008-0...bate-faqs_N.htm

Carlie passed away in November 2015 she is missed.

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