$25 Credit

So, on Wednesday I filed our business tax return using TurboTax. The Federal return is filed for free, but TurboTax charges $49.99 to file the state return. I pay it because it’s easier than figuring it out on my own. Plus, this is the last year we’re filing taxes for our business, an S-corporation. We haven’t been actively doing any real estate for a couple of years and I’m just going to report my writing income on a Schedule C from now on. We’ll be paying more in taxes, but not that much more, and I won’t have to go through the brain damage of filing quarterly paperwork and the business tax return, especially  now that we don’t have a tax accountant. Plus, my personal income will go up and be reflected on my Social Security earnings, which will increase my benefit.

Anyway, I’d paid the $49.99 on Wednesday and on Thursday I got an email from TurboTax announcing a special – free state filing until 3/16. Aggghhh! I decided to call and ask for a refund. It was a pain in the butt trying to talk to a real person and, ultimately, we determined that the email was part of a phishing scam (which I sort of suspected at the start but it looked very legit). The woman who worked with me was very nice and, for my trouble, she credited me half of the $49.99 purchase price.

Was it worth it? Yes and no. It was a pain and I was frustrated and it took around 30 minutes. So, it all depends on whether I think $50/hr is a decent return for my time. And I’d have to say, for me, yes it was.

The point I’m making is that it’s often worth making the call to get a refund. The key is to be nice. I know, from experience, that the person making $10/hr has a lot of power. 😉

p.s. I ran my Malware afterwards, just in case, because I’d clicked on a link in the email and it took me to a “destination not found” URL. I’m trying to run it every day, in fact. A lot of the email addresses of people subscribing to my blog are from rather unusual countries and I’m not sure those people are particularly interested in clipping coupons for Bed, Bath and Beyond or King Soopers – if you get my drift. And I’m getting more and more sketchy emails.


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