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So I had a client call last week. Well, I should say a former client since she dropped off the radar this past tax season since she had previously cleaned out the last of her retirement account and is now living on Social Security. Anyway, she called about a notice from MN Rev last week and was concerned about owing money to the State. I asked if she could mail me a copy of the notice so I can see what the notice is about. I get the notice today along with a note saying she is overdraft, has some other bills that need to be paid and she is not sure what she is going to do if she owes MN $1200. So I look at the notice. It says that her 2021 return has been changed and she has a refund of $1200 coming her way. I scratch my head wondering why MN has taken so long to process the return. The change was due to her paying an additional estimated tax payment that she didn't tell me about.. But this story sounds a little familiar. Then I look more closely at the notice and see that the notice and the postmark on the envelope it came in was dated July 2022. I had this same conversation with her last year. I'm wondering if I should shred it so I don't have this conversation again next year? 🤔
Slava Ukraini!