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- An AZ tax client of mine paid the 3.5% surcharge tax in 2021 before Prop 208 was declared unconstitutional. How can I file and amended return now to get this refunded?
An AZ tax client of mine paid the 3.5% surcharge tax in 2021 before Prop 208 was declared unconstitutional. How can I file and amended return now to get this refunded?
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adspadcpa
Level 2
01-30-2023
07:45 PM
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3 Comments 3
IRonMaN
Level 15
01-30-2023
08:05 PM
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Has AZ said whether or not they will automatically refund those amounts or are amended returns necessary?
Slava Ukraini!
BobKamman
Level 15
01-30-2023
09:41 PM
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Do you mean, he filed the AZ 140-SBI and paid 3.5% instead of the higher rate that would apply to interest and dividends, which as we all know are "small business income" even for people who have never worked a day in their life? That had nothing to do with Prop 208.
qbteachmt
Level 15
02-01-2023
06:24 PM
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You seem to have put all text in as Title, and no text in for the topic subject matter. If you search the web, you can find examples such as:
https://azdor.gov/news-events-notices/news/guidance-taxpayers-following-prop-208-ruling
They tell you what not to do.
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