With the ever so pleasant tax time coming up I started looking at my situation. For the last 4 years I've been working in Michigan while living in Ohio (in a township not in Toledo). While I worked in Toledo for a number of years before taking the position in Michigan I paid city taxes. When I took the Michigan job I continued to pay city taxes without living in Toledo. A few years I was assessed fines for failing to pay quarterly by the city (2210 assesment I think it was). Now I was recently made aware that I should not have been paying Toledo taxes while I didn't live or work in the city. So, my question is: is there a way for me to get back the money I should nothave paid? Then, is there a way to get the city to stop sending me 2210 assesment letters (haven't gotten one for a year, but still...)? And finally is there a way for me to recoup the fees I paid in those assesments?
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Yea, you should have not paid taxes for not living or working in a city....
Yikes! I don't know the answers to your specific questions, but definitely agree that you don't owe city tax if you do not live or work in Toledo.
I work in Toledo (live in Sylvania Twp), but have never filed a city return. Toledo tax is withheld from my paycheck, so I've always assumed I didn't need to do anything else? (Work for a large major employer in the city limits, assume they know what they need to do to withhold Toledo tax properly?)
Usually, the City just requires you to submit a letter stating the reason you are not subject to the tax. Your best be is to call the Department of Taxation and explain them your situation, they are surprisingly helpful.
You need to file amended returns going back to when you no longer owed the tax - when you stopped working I the city. Given the strange circumstances, I would also suggest providing proof of the switch - a letter from your Michigan employer stating when you started working there or something similar. All penalties and late interest should be refundable as well, just include the payments on the amended returns and include copies of the original returns and notices that you paid. The more information you give them the easier it will be for the city to agree with the refund. And do this QUICK - you typically can only amend for three years so 2008 can be amended until April 15, 2012 but not after that (assuming you filed timely). HTH
Thanks for the advice. I was planning on getting this years tax stuff together today, so I guess I will be digging out the previous few years as well. Helps being a pack rat when it comes to keeping documentation. Hopefully the city isn't too difficult with this, the extra money would be a major boon to my family right now.