I am a research associate at University, when I choose the health insurance tax staff back in 2004. I choose th default option -after tax, because I don't know it is tax exempt,it only has two options, pre-tax or after-tax. but this year I knew what is going wrong,it is tax exempt in deed. I thought the university options for this item is misleading to me no tax exempt option at all. so I am planning to fill the 1040X to IRS and ask back this money, it is more than $1000 dollards in total and it is a big money for me,
(1)Do you think I can win it? any suggestions will be appreciated.
(2)Do I need to ask our HR to redo my w-2 for the last three year, if they reject me, then what will I use to show IRS for this money refunding? Any regulations or laws I can use to fight for this?
Thanks.
STP: Please come in__Tax quesitons about 1040-X for experts
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回复:STP: Please come in__Tax quesitons about 1040-X for expert
-凌空长老-
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01/27/2007 postreply
20:09:56
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Thanks, I will ask for new -W-2 form
-freecall-
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01/28/2007 postreply
08:18:11
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再检查当时的记录和你的W2表, 保险和退休计划的
-stp-
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01/29/2007 postreply
08:22:07
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Thanks, STP, I will do it as you told me today.
-freecall-
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01/29/2007 postreply
08:41:55