Esty Helps Farmington Resident Secure Tax Refund
FARMINGTON, CT—Congresswoman Elizabeth Esty (CT-5) this week shared a “Constituent Corner” story from Farmington resident Michelle Grande, who worked with Esty to retrieve the entirety of her tax refund.
In March 2015, Michelle filed her taxes with the Internal Revenue Service (IRS), and anticipated receiving a refund of several thousand dollars. The IRS notified her that her Form 8962 needed to be updated and refiled so Michelle obliged and completed the form.
In September, however, Michelle was notified the IRS had adjusted her total refund amount downward by over $500, which was reflected when the refund was deposited in her checking account. To add to her frustration, Michelle was left without an adequate explanation as to why the change was made.
After Michelle’s requests for additional information went unanswered, she turned to Esty for assistance in January 2017. Esty was able to connect Michelle with the Taxpayer Advocate Service as well with the IRS to determine why her refund was recalculated. Working with both Michelle and the Taxpayer Advocate Service, Esty sought to determine what had happened between March and September. After some investigating, and only a month after contacting Esty’s office, it was determined that a computing error had resulted in the reduced refund amounts. Based on her 1095A, the IRS showed she had 12 months of health care coverage. However, while calculating her refund, the IRS only accounted for nine out of the 12 months, which resulted in the lower than anticipated refund. The additional balance was deposited into her account shortly after the error was discovered.
“Congresswoman Esty and her staff were incredibly quick and efficient. It has given me renewed faith in government,” Michelle said.
“Unfortunate mistakes like this have real, financial consequences for folks like Michelle, who make decisions based on their anticipated tax refund. It’s very frustrating that her requests for assistance went unattended by the IRS,” Esty said. “I’m pleased we were able to step in, and successfully intervene on her behalf. There is no need for people like Michelle to navigate through federal agencies alone.”
Residents in central and northwest Connecticut who are having difficulty with the IRS or other tax-related issues are encouraged to call Esty’s office at 860-223-8412.
“Constituent Corner” highlights stories from folks who have sought assistance with the federal government through Esty’s office. To see other Constituent Corner stories, visit https://esty.house.gov/about/constituent-corner.