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Refunder Blunder: Ultimate Edition

, , , , , , | Right | July 8, 2025

I have a couple whose taxes I’ve done a few years in a row now. They have three children, the wife doesn’t work, and the husband recently got a promotion at work. Instead of making about 30k between the two of them, this year they’ve made about 65k. This means that they’re no longer getting the earned income credit.

Last year, they got a refund of about seven thousand dollars. This year, due to their low withholding, they’ve got to pay Uncle Sam about a hundred dollars.

They’re not pleased about this and keep asking me to explain why they didn’t get their refund. I explained several different ways, I showed them the calculations we used, I did everything I could. I even used the old saw “The more you make, the more they take”.

Finally, I said:

Me: “You’re not getting the refund because you got promoted at your job.”

That, uh, that was a mistake. They left, crying, and said they’d get back to me tomorrow.

Well, they came back the next day, and the husband, crying, said he just quit his job that he loved so much so can they please get their $7,000 refund.

I’m crying now because, no, that’s not what I meant, that’s not how it worked, they damaged their own futures because of a misunderstanding.

Anyway, I’m still shaken up over it, and I’m still not sure they understood my re-attempts to explain it to them, but there’s only so long I have to sit with any client, and I had other clients too. I don’t understand how someone misunderstood that so badly, and I don’t understand how to communicate it to them, but mostly I feel really bad for their kids. 

Related:
Refunder Blunder, Part 77

Refunder Blunder, Part 76
Refunder Blunder, Part 75
Refunder Blunder, Part 74
Refunder Blunder, Part 73

These Taxes Are Sickening

, , , | Working | June 23, 2025

CONTENT WARNING: Vomit

 

I’m the author of this story, and I’ve been teaching English in Japan for several years now.

Since I’m a freelancer, I’m responsible for filing my own taxes every February. In Japan, there are two ways you can do this: you can go to a specific place and fill out the forms by hand, or you can do it online, print out the forms, and mail them.

Sadly, the online tax payment website is very much NOT user-friendly. In fact, it’s a lot like one of the old Sierra adventure games, where you can accidentally and royally screw yourself by doing the wrong thing and not realize it until much later, at which point you have to go back and repeat the whole process.

My Japanese husband’s and my attempts at online filing always end the same way:

Me: *After two to three hours and much shortening of tempers.* “So… wanna go to [City] and file there?”

Husband: “Yeah, okay.”

The tax place (not a permanent tax office; just a place that springs into being in February for people to pay their taxes) is one of those ‘take a number and wait’ systems, and the people on the desk call those numbers in batches of ten. It gets very crowded very FAST. For context, we arrive at 8:50 and we’re told that our batch won’t be called until 15:30. 

Luckily, the tax place is in a huge mall, so there are things we can do and ways to kill time; we can go eat some food, take in a movie, things like that, and get back to the tax place at around 15:00.

We’re finally called at 15:45 and allowed into the tax place proper. The tax process usually takes about one or two hours, much of which is spent queuing up to be told which queue we need to go to next.

At last, we get there. The whole process is basically, “Fill in this form at Place A, then queue up for Place B to fill in the next batch.”

At this point, I’m feeling a little lightheaded, which I chalk up to weird blood sugar levels and not a great deal of food. I’m on meds for the aforementioned blood sugar, which completely zap my appetite, and I’m used to the symptoms. They’re not pleasant, but I figure that I can put up with them until I can get into the car.

About ninety minutes later, [Husband] and I are queuing up yet again, and I suddenly realize that no, I can’t put up with the symptoms. In fact, I’m about to pass out (I’m pretty familiar with those symptoms, too).

My first instinct is to bend over and stick my head between my knees, but we’re packed too close together for me to do that without knocking everyone in front of me over like so many Japanese dominoes. Instead, I clutch my husband’s arm and dip my head as far as I can in the hopes that it’ll make the pretty brown fireworks stop popping in front of my eyes. Nope. In fact, they get worse.

Husband: “[My Name]? Are you okay?”

Me: *In somewhat incoherent Japanese.* “No… It’s no good… no good… have to sit down. Have to sit down.”

Except the tax place has no chairs at all. We’re roped off into our respective queues and do all transactions and form-filling standing up, with the only break being the occasional shuffle forward.

[Husband] immediately bundles me under the rope separating the lines and over to a volunteer.

Husband: “Excuse me, my wife is unwell. Is there a chair she can use?”

From the astonished/confused look of the volunteer, you’d have thought he’d asked for a camel ride.

Volunteer: “Um… well… we, uh, we don’t have… that is, there might be one over here.”

She escorts us to a slightly more open area that has what looks like a private workspace that’s shut off from the rest of the tax place by office partitions. About four feet away from this space, with no warning at all, I throw up. Excessively. Right in front of everybody. And when I say no warning, I MEAN no warning; I’m as surprised as everyone else!

I am also mortified. I want the hard, blue-carpeted and now rather stained floor to open up and swallow me on the spot. I get my chair; I sit down while [Volunteer] bustles off and returns with a huge wad of tissues. I take one and try to clean myself up, but my hand is shaking so violently that I can’t. I hear voices saying they should call an ambulance, and manage to come back to Earth just long enough to say that no, it’s not necessary, just let me rest. Someone thoughtfully brings a few more office partitions to screen me from view.

At this point, a very surprised-looking tax official pokes his head around the already existing partitions, no doubt wondering why a foreign woman has suddenly broken out of the queue, rushed over to his makeshift office, and puked outside it. [Husband] explains the situation, and [Tax Official] nods.

Tax Official: “Okay. Come with me.”

[Husband] takes me on his arm; I’m no longer dizzy or nauseous by this point, but I feel very weak, and we follow [Tax Official] into the office. There are two desks inside, and [Husband] and I sit down in front of one of them.

[Tax Official] produces the forms we need and helps me fill them out. The entire process, which usually takes up to two hours, is finished in fifteen minutes. When [Husband] and I emerge, the floor is also spotless.

We go back to the car and I assure my worried husband for the nth time that yes, I’m fine now and it was probably just my meds. We sit in the car for a few minutes.

Husband: “Wow. Fifteen minutes.”

Me: “Yeah. I couldn’t believe how quickly he got it done.”

Husband: “Mm-hmm.”

Pause.

Husband: *Jokingly.* “It’s a pity you didn’t throw up two hours earlier, then we could have skipped the queue.”

The worst part is that I have to go back there this year as well. Part of me wonders if they’ll remember me!

Tax Laws Are Dense But Some People Are Denser

, , , , | Right | June 12, 2025

I work for a major tax preparation company. We allow you to take your tax prep fees out of your refund. If your prior year refund gets seized for whatever reason, we don’t get paid, and so a debt remains against you in our system.

If you come in again, and do your taxes with us again, in another year after we didn’t get paid, and still opt to take the fees out of the refund, we will take both tax prep fees out of your refund.

I have a client. He’s filing his 2023 taxes with me. His 2022 federal tax refund was seized to pay some debt of his. He wants his fees taken out of his refund. I explain to him that we will also take the prior year’s fees out of his refund. He agrees to this.

His refund comes in. He calls us.

Client: “Hey. Why is my refund smaller than you said it would be?”

Me: “How so?”

Client: “My refund is supposed to be [amount before our fees are taken out].”

Me: “We took the fees out of your refund, so your refund after that should be [slightly lower amount], after our fees and prior year fees are taken out.”

Client: “Why didn’t you tell me?”

Me: “It’s on the paperwork you signed. I have a signed copy in front of me in your digital file.”

Client: “No, I don’t mean that.”

Me: “I don’t quite understand?”

Client: “My refund was [smaller amount than the amount from after our fees are taken out].”

Me: “One moment.”

I logged into the IRS website and checked his refund.

Me: “It looks like your refund was seized to pay a prior year debt.”

Client: “Yes, I know about that, but why didn’t you tell me?”

Me: “Because we didn’t know about the debt?”

Client: “No, you took your debt out.”

Me: “Yes, but we didn’t know about this other debt.”

Client: “But don’t you have it in the system?”

Me: “No.”

Client: “But you knew about it.”

Me: “No. We knew about what you owed us. This was someone else.”

Client: “But why did it get taken from my refund?”

Me: “Because they petitioned the federal government to do so.”

Client: “But why didn’t you tell me about it?”

Me: “Because we had no way of knowing.”

Client: “No. You knew about my prior year debt.”

Me: “That debt was with us, of course, we knew about it. This debt is with someone else.”

Client: “But you didn’t tell me about it.”

At this point, my next client came in, and I could spend no further time on the phone, so I transferred him to my manager with a warning that this client was particularly dense.

Four hours and seven clients later, my manager calls me.

Manager: “So, that guy you transferred to me…”

Me: “Yes?”

Manager: “You warned me he was dense.”

Me: “I did.”

Manager: “I just got done with him.”

Me: “It took four hours to get through to him?”

Manager: “No. I got fed up with him and had other work to do, so I transferred him to headquarters. How many clients did you do while I was talking to him?”

Me: “Why?”

Manager: “So I can fill out this worksheet to show that talking to him into overtime was a productive use of my time and that we made more money as a result of it than it cost me.”

Me: “Oh. Seven”

Manager: “Terrific. Thanks.”

The guy just came back in to do his 2024 taxes with a $25 coupon. So, I guess now I know how corporate handled it.

The Cullens Got Bored Playing High-Schoolers

, , , , , , , | Healthy | May 8, 2025

This story reminded me of my own story about doing taxes for phlebotomists. The front-of-office is separated from the back-of-office by a wall and a door.

I’m working on a client’s taxes, and I ask what he does for a living.

Client #1: “I’m a phlebotomist.”

The next client gives the same answer.

The next client gives the SAME ANSWER AGAIN.

The next client…

Me: “Are you a phlebotomist perchance?”

Client #4: “Yup.”

Me: “Is there a reason I’ve had four phlebotomists one right after another?”

Client #4: “We all came together. We’re friends.”

Me: “You all work in different hospitals, though?”

Client #4: “So?”

Me: “…Huh.”

Enlightenment dawned.

I followed my last client out to the front of the office and saw him and the other phlebotomists having Mountain Dew Code Red together in our lobby, sharing around the front desk area pieces of a large cake with a vampire bat in an “accounting outfit” that said “Blood Taxes”. I took a piece of cake back with me to the back to eat and told my coworkers to go see if they could get some, too.

Related:
It’s Fluhbottomist, Right?

To Be Fair, Some Men Are Totally Dependent On Their Wives

, , , | Right | February 26, 2025

I am helping a client file his taxes. He is very recently married.

Client: “Can I claim my wife as a dependent?”

Me: “No, but—”

Client: “—What good is being married if you can’t get a tax deduction for your wife?”

Me: “Sir, that’s only applicable if you purchased your wife.”

He sits there turning red, his wife glaring at him, while I explain what benefits being married CAN be applied to his tax return…