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Got the check in the mail on Saturday from the IRS! Included in the refund was over $1300 in interest in addition to the $17,366. I hope this info helps others...if anything just know not to give up and you'll get your money back.

Just following up on my previous post here for anyone that might need future assistance. The IRS had actually closed my claim and never even provided a chance for me to clarify anything. I ended up calling the IRS and requesting the IRS tax payer advocate. The tax payer advocate worked for a few...

I haven't updated my progress in awhile because the progress has been slow...until now. Following my last post I contacted the IRS tax advocate. I felt it wasn't correct for the IRS to close out my claim without giving me the option to appeal and I was correct. The tax advocate worked for a...

The IRS are crooked. They closed out my amendment with zero adjustment and won't let me appeal. They said I have to file a new amendment just to clarify what they simply didn't understand. I sent them a full detailed letter explaining the St Clair ruling with reference to the IRS...

I could use a little help. I'm thinking this is an IRS error, but if anyone knows anything on this I'd really appreciate any advice. I've been going through this process since being medically discharged in 2011. It took forever and a day to get a corrected W2 from DFAS. I was finally able to...

Here's another update. I got a letter saying my account had been adjusted as requested and that I'd be getting my refund in 4 to 6 weeks. I was SO happy! This 2 nightmare would be over and I'd have MUCH needed money to stay afloat. Then not only 3 days later I get another letter dated the same...

Here's an update to my grand old situation.... Let me recap a little. My amended return was accepted by the IRS on December 18th, 2013 for the 2011 tax year. After the initial 12 weeks of waiting I called and was told it could be another 4 weeks. After 16 weeks I called and was told that it was...

I'm not sure why the DD form 214 would be referred to for the pre-tax amount of the severance since it won't show that information. I believe it will only indicate whether there was severance pay for disability and if it was combat or non combat. The information they are needing would be from...

I can confirm that DFAS issues corrected W-2's throughout the year. I received mine in June. I wonder if they process them biannually? It would be nice to get more info on this too.

((((HERE IS THE SAMPLE LETTER REFEREED TO FROM ABOVE)))) Month Day, Year TO: INTERNAL REVENUE SERVICE CENTER KANSAS CITY, MO 64999 (Make sure to send to the correct IRS Service Center for your area) FROM: NAME – SOCIAL ADDRESS CITY, ST ZIP SUBJECT: MILITARY SEVERANCE PAY REFUND OF...

Jamesc, Sorry I didn't see your post and reply sooner! Normally I get an email to notify me of responses, but I didn't get one until today when JJ1986 replied. Before I get into all the specifics I'll try to clear up some of your concerns the best I can based on my experience. First, it...

I thought I would post an update to this since it has been a long while. In November 2013 I finally received a corrected W2 from DFAS after doing the tax protest as detailed above. Since then I've sent in a 1040x, corrected W2, original W2, Disability award documentation, and Original tax return...

I agree. I'm just covering my bases if for some reason DFAS says I'm SOL on getting a corrected W-2. I just want to be prepared to attack this from both sides.

The more I think about it, the more I feel this is an error on the IRS's part. With the documentation I sent them, it should be more than obvious the portion of my income I indicated on the 1040x should not be taxable. Plus, why on earth are they denying my claim over a 1099R that shouldn't even...

I found this Disability Severance Pay Tax Refund that site founder Jason Perry posted in another thread. After reading through this wonderful information, my confusion has not been cleared. I am specifically referring to this information... "The request, with all necessary documentation...

I agree, and I will definitely be attempting to request a corrected W-2. But, the way that line reads about the calendar year deadline makes it sound as if they won't issue one, even separate from the refund process. I guess I will just keep my fingers crossed. I feel as though there must be...

I found this information here on the boards... http://www.pebforum.com/site/threads/severance-pay-tax-info.10116/ (3) The request, with all necessary documentation,must be received at DFAS by 31 December of the year in which you received your separation paycheck. If your requestdoes not meet...

Ok, thanks. I was just worried that there might be something in the regulation about a calendar year cutoff since so many people mention the December 31st date for DFAS severance pay tax recoupment. I will reword the letter as needed and see what happens.

I notice in your example letter, it states that the disability rating from the VA was received within the same calendar year as the severance. In my case it was not since I received my severance in November of 2011, and my disability rating from the VA at the beginning of August 2012. Will this...

You are a life saver! Thank you so very much for your assistance! I will get working on this right away!