Income tax problem - - accountant seems to have ghosted me. Due to medical issues, I have taken over much of

[3Hotdogs]

my ex's finances. Tax was filed by the accountant in April. Then comes a refund of $600.00. Looking at the filing, he reserved $4,000 toward next year's filing. That was because she hadn't taken enough out of her monthly pension check and owed $2k for last year's tax.

I told the accountant that we had adjusted the W2 so that there would be no balance due this year. He should not have reserved any money for next year's filing.

Then I reviewed the entire filing. He did not list a deduction for the $6,700 medical co-pays she paid before reaching the Medicare maximum.


I emailed him in May to raise questions about these items. I got no response.

I followed up on June 1st., again, no response.

How difficult is it to file an amended return? She would be willing to pay for an amended return since the difference would be at least $4k in her account.

Am I missing something? Time for a new accountant?

[Old-8643]

1. I wouldn't know what else to do.

Yea check on a new accountant.

[lastlib]

2. DEFINITELY time for a new accountant!

It isn't hard to file an amended return, and I think you would be well-advised to do so.

[ALBliberal]

3. She may not actually get the benefit of a medical deduction

Hard to say until you run through the numbers

Amended returns are fairly easy and are filed routinely but would be difficult to prepare manually

You need a new accountant

[IbogaProject]

4. Yes a lot of things were consolidated into the new standard deduciton

They got rid of the exemption and now just have a larger standard deduction. Eliminating the standard exemption was a tax hike on everyone with that change hitting the bottom the hardest.
Also from the IRS: Generally, you can deduct on Schedule A (Form 1040) only the amount of your medical and dental expenses that is more than 7.5% of your AGI.