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We received a billing notice variance from 2014 Ohio dept. of taxation stating we owe money. Need help
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After you file
If you purchased Audit Defense for your tax return, call Tax Resources, Inc. at (877)-829-9695,
or report your notice on their web site at http://intuit.taxaudit.com/. Do not contact the
IRS. Let Tax Resources contact them for you.
This is the membership email you should have gotten: https://ttlc.intuit.com/questions/1901569-when-will-i-get-my-audit-defense-membership-kit
Also read the member agreement at this website -https://turbotax.intuit.com/corp/auditdefense.jsp
If you
did not purchase Audit Defense:
TurboTax has a special phone number for help with IRS
tax letters, which will be easier than going through regular Customer
Support. At the page below, click on the blue button that says
"Get Help from TurboTax Support". Then it will ask you
what tax year is your letter. Then it will ask you what the letter
concerns. Then it will show you the phone number during posted business hours.
https://support.turbotax.intuit.com/irs-notice/audit-support/
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After you file
Lump Sum Credit. Most people here who ask about it are not eligible. For example, leaving your employment and cashing out your 401k does not qualify.
There are two separate OHIO lump sum credits. One, the "Lump Sum Distribution Credit is only for people over 64 and you must have taken out everything in the company plan and you must have left the company.
The other, the Lump Sum Retirement Credit, is for any age but you must have actually retired from your company, and taken your entire account as a lump sum.
See page 27 at http://www.tax.ohio.gov/portals/0/forms/ohio_individual/individual/2015/PIT_IT1040_Booklet.pdf
Or for the detailed nitty gritty:
http://www.tax.ohio.gov/portals/0/forms/ohio_individual/generic/PIT_LumpSum_FI.pdf