Multistate
“I received an Erroneous Refund Letter LTR-359-IPD stating I was sent too much money, what is the safest way to return the funds to the state without getting penalized?”
An erroneous refund letter can be stressful, and the safest response often depends on the wording of the notice, the issuing state agency, and how the refund was originally sent. In many cases, the key factors are whether the letter includes a return address or payment instructions, whether the funds were deposited directly or issued by check, and whether the notice appears consistent with other state correspondence. Keeping copies of the letter, the payment trace, and any related account records can help if there is later a question about timing or receipt. A CPA who reads your specifics can usually tell you, in plain English, where this lands.
In your 90-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
“I moved from Virginia to Arizona this year, how do I file taxes in both states?”
“I lived in Virginia and then Arizona this year, how do I do my taxes in both states?”
“As someone who moved from Virginia to Arizona, how do I file state taxes?”
“I paid for business supplies using my personal credit card on behalf of my Florida non-profit, can I still legally use the DR-14 exemption certificate for that purchase?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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