Long story short, the tax guy screwed up.
Short story long, I just thought it was too weird, so we pulled out last year’s taxes to check, and there was a different line filled out than I expected—a 401k contribution.
Now, we have money taken out of Tom’s pay (the military TSP plan), but it’s not technically considered a 401k, so I checked…and discovered that, yep, the preparer had read one of MY forms wrong.
I get a statement from my 401k (an old one from Staples that I no longer contribute to and have yet to switch) and it just lists what the total amount in the account is. And he put THAT amount instead of the ZERO that was in the “current year contribution” box. (I almost didn’t even include that form in the paperwork, but like to keep all the tax stuff in one place.)
So that’s almost $2000 different. 88|
I tried to do the calculations on how exactly that would affect the bottom line, but there were additional forms it also changed, so I gave up.
All I know is we are NOT getting $2000 back. We are both going in tomorrow to redo them.
Stay tuned.