Don't you hate...
January 31st, 2010 at 03:21 pmwhen you lose a very important tax document?!
My state decided to do a quick audit for 2004...the year I exercised my rights on some stock options. They claimed I didn’t pay state taxes, and that I now owe them $590.00.
We move a lot, I am not the best filer, who the heck knows where the documents are from 2004?!
I went through some boxes (not the best shredderer either) and found the Year End Summary from Smith Barney that clearly SHOWS I paid the state taxes, more than what they claim I need to pay. So, I called Smith Barney and asked them to send me a 1099. They sent me a letter, not an actual 1099. I cannot find that letter anywhere.
So, I made a copy of the Year End statement (which is clear as day) and penned my response. I am going to call Smith Barney again tomorrow, but in the meantime, I will send off what I do have (copies of course).
They sent me the audit letter back in December, my response is due Feb 8, - nothing like waiting until the last minute, eh?
Gosh, I got to get better at this.......