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Posted by Katie on April 19, 2007, 4:30 am
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> My son, the PhD candidate, has a state tax problem, which
> translates to a $$ problem for me.
>
> In the summer of 2004, he taught a summer course in PA. His
> school (Johns Hopkins U) withheld tax for PA, and he filed
> returns for PA and for DC, where he lives. No problem.
>
> In 2005, he taught courses in DC, but JHU records still
> showed him working in PA and withheld $200 accordingly. He
> had not stepped foot in PA. He appealed to JHU, but they
> showed no interest in correcting their error. He had no
> choice but to pay the full DC tax.
>
> In 2006, he once again taught in DC; and once again JHU
> withheld for PA, this time for about $500. Again, he had no
> choice but to pay full tax of about $750 to DC. He also
> filed a PA return showing zero PA income and accompanied by
> an explanatory letter and a copy of his contract to teach in
> DC. (JHU once again exhibited no interest in issuing a
> corrected W-2 or in correcting its records.)
>
> He does not itemise on his federal return, so there is no
> relief to be had there.
>
> Any suggestions of how to proceed -- short of smiting the
> JHU people upside the head -- will be appreciated. Thanks
I hope he also filed a nonresident return with PA for 2005
and got his withholding back. If he hasn't done that, he
needs to. That's really your only recourse if you can't get
the university's payroll department to change its records.
Has your son actually gone to the payroll office and
complained in person? All it will take, probably, is for
someone to change one field in his employee record. It
shouldn't be a big deal; they just don't want to be
bothered.
As long as the university continues to withhold PA tax on
his DC earnings, he should be making estimated tax payments
to DC if he wants to avoid penalties for underpayment of
estimated taxes.
Katie in San Diego
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