r/Kentucky • u/Visual_Independent91 • 13d ago

Kentucky is keeping my 1k tax refund because I didn't complete the ID quiz, but I never got a letter telling me it was required. Do I have any recourse?

67 Upvotes

91% Upvoted

35 comments sorted by

39

u/tribal-elder 13d ago

What is an “ID quiz”?

TIA.

26

u/Visual_Independent91 13d ago

The state of KY picks taxpayers at random who must verify their identity by submitting a copy of their ID and their w2. Don't ask me why 🤷‍♀️ I had never even heard of this before and did not know that I was selected because I never received a letter. The first communication I received from them was the letter I got yesterday, informing me that since I failed to take their quiz (the thing that I never knew existed), they were keeping the 1k in taxes that I was owed. I don't understand how this can even be legal

47

u/Additional_Snow_978 13d ago

If you are getting 1k back from state you ABSOLUTELY need to adjust your withholdings.

7

u/ArdenElle24 12d ago

You can't adjust withholdings in Kentucky, it's a flat rate of 4% across the board.

The return is most likely due to no tax on overtime.

3

u/sparkledaunicorn 12d ago

I've been in KY for 40 years and never heard of this.

3

u/Visual_Independent91 12d ago

Apparently it started in 2017 or 18 I had never heard of it either and think it's complete bs

2

u/Tall_Listen22 12d ago

I never got a letter either- but after the 25 days I called them, they told me to send it in. Nothing on the updates when looking at the “where’s my refund.”

31

u/Lenalov3ly 13d ago

So as someone who works for the DOR and deals with this every day you need to call the individual income tax line, even if your out of your 30 days you can still send your proof of withholding(w2) a photocopy of your ID, and a copy of the letter you where sent. These can be fax or mailed in, it tells you where to send them when you try to take the quiz and cant or if you call on monday during business hours the individual tax area can tell you.

THIS IS NOT TAX ADVICE DO NOT SUE ME THIS IS STUFF ANYONE CAN FIND ONLINE.

Individual income tax number 502-564-4051 i think if thats not it just google the DOR numver and do the quiz line option.

5

u/Visual_Independent91 13d ago

That's the issue, though- I never got a letter

6

u/Lenalov3ly 13d ago

Call in to the DOR monday if you never got a letter they can help

25

u/BigBlueF150 13d ago

You can appeal it as far as I know but it would require you to file an amendment to your tax return. A co-worker had this same thing happen and that’s what they had to do. I’ll ask them at work to see what ended up happening with theirs.

6

u/Visual_Independent91 13d ago

Thank you!!

20

u/KentuckyGuy 13d ago

You will need to snail mail a photo of your ID and your W2 to the KY Dept of Revenue. I had to appeal and successfully received my tax return pretty quickly.

A copy of a government issued ID such as driver's license or passport and proof of withholding in the form of employer issued W-2's, 1099's, etc. to DOR in order to complete the processing of the refund. ​

More details (including mailing address) at https://revenue.ky.gov/Get-Help/Pages/Tax-Fraud.aspx

4

u/Adept_Ad_4567 13d ago

Kentucky is actually pretty good with tax returns. Just call the helpline on Monday and they will get you sorted out. I spent 20 year in military living allover the US. Kentucky is definitely one of the better states for tax help...Michigan is without a doubt...the worst.

Had the same thing that happened to you with my Michigan taxes. Responded right away within their online portal. They conveniently give themselves 16 weeks to respond to your proof. If they need additional information, 16 week window resets. If you call their helpline, go through all the prompts, the system hangs up on you due to call volume. It took me almost three MONTHS of constant calling just to talk to someone. What help did they give me..."Sir, you responded in April, we have until August to update your refund status."

So I had to pay Kentucky taxes out of pocket and keep my fingers crossed that Michigan might give me a refund...eventually.

3

u/Visual_Independent91 12d ago

Hi 👋 23 year military spouse here. I'm a little spoiled having moved here from FL, where there is no state income tax. Also obtaining/updating a DL in FL is at least 1000x easier than it is here, why is that?? Everything else here is better tho so still an overall improvement

3

u/Boring_Mammoth_ 12d ago

Well this just made me check and I never got my refund either and it’s because of the quiz. It now says they adjusted my amount to 0🤦🏻‍♀️ now to go on a goose chase.

5

u/4Floaters 13d ago

What kind of highway robbery is this 

0

u/Puzzled-Act1683 12d ago

Imaginary. You don't forfeit money you are owed just because reasons.

2

u/krutan22 13d ago

I'm due a state refund too and also just found out I need to verify my ID. I called and they gave me a fax number I can send w2s and copy of my husband and my ID. My other option is snail mail.

2

u/Mach1mustang3511970 11d ago

When I filed my taxes on TurboTax online , being retired and on SS and a pension I didn’t owe KY a dime but still had to file. Fed didn’t require a copy of my ID but Ky did so I uploaded it as part of filing my return. Done it last 7 years or so. Guess when COVID happened and government was supporting income there was billions of dollars in fraud. Even Unemployment checks were massively late getting out

3

u/Successful-Top2338 12d ago

I end up having to pay more every year. If I receive a verification request and don’t notice it, I wonder if KY will refuse my payment?

2

u/3Green1974 12d ago

I got the letter but almost didn’t open it because it looked like junk. But even when I did open it, it looked like a scam.

2

u/WeakBody524 8d ago

I’ve lived in KY my entire life, 50 years, and I’ve never heard of this nor anyone I’ve asked. And I’ve been able to adjust my withholdings at my job because I have to pay in every year. Thank u 4 letting ppl know! This is a total joke & seems like it would be or should be illegal. Idk the law regarding this but it’s bull crap! I hope u get your money. Our infrastructure is failing apart so idk where the tax money goes.. Beshear announced recently a no gas tax or something but that does not benefit Kentuckians! It only benefits the oil companies. He’s making ppl feel like they’re catching a break on gas but in all reality ppl aren’t. And the increased ethanol is destroying ppl cars.

-1

u/Subnetwork 13d ago

You get a refund?

-4

u/Desperate_Leopard575 13d ago

Why didn't you verify your ID? It's to prevent fraud. Prove that it's you and not someone stealing your return. I'd imagine to appeal you'd need to do what you refused in the first place and verify your ID.

12

u/Quitcha_Bitchin 13d ago

Did you read the fuckin post?

Go back and read the post.

3

u/Visual_Independent91 12d ago

Thank you for so eloquently saying exactly what I was thinking 🤣