Oops! That’s Not Your Tax Form

by Kerry Dougherty

Not good enough, Virginia Department of Taxation. Not even close.

It’s not enough to apologize and tell the roughly 15,000 Virginia Beach taxpayers whose personal tax information on their 1099G forms was sent to the wrong address to simply hold tight until the correct document finds its way to them.

Those forms contain names and addresses, the last four digits of the taxpayers’s Social Security number plus the amount of his or her tax refund or overpayment last year.

News flash: Many of us are scrupulous about deterring identity theft. We shred invitations to open credit cards, insurance policies and bank accounts. We destroy bills with our names and account numbers on them. Heck, I black out personal details on plastic prescription bottles before tossing the empty container in the recycling.

I don’t want anyone rummaging though my big blue bin to know what’s ailing me. I definitely don’t want them eyeballing my tax documents.

Over the weekend I received dozens of messages from readers who were alarmed when they opened the mail from the Virginia’s tax department and found someone else’s name and info inside. I had dinner with friends who were victims of the mix-up on Saturday night and they couldn’t decide whether they should track down the person whose information arrived in their mailbox or return it to Richmond.

Shred it, the tax department advises. You’ll get the correct form soon.

According to the Department of Taxation website, the 1099G form is a report of income received from the commonwealth during the past year. The IRS requires the forms because state tax refunds are considered taxable income.

A caller to “The Kerry and Mike Show” Monday morning said she’d received someone else’s 1099G. When she phoned Richmond she was told “very few” forms had been sent out in error.

Very few?

When I called a couple of hours later, I was told that the number of documents that had been sent to the wrong addresses numbered. “Fewer than 15,000.”

To me, that sounds like a lot of tax information floating around. For some reason, the tax form clusterfart is confined to Virginia Beach.

Lucky us.

I asked the spokeswoman how this happened and she said she’d get back to me. She did. But only to direct me to the department’s website, which did NOT explain what went wrong.

Virginia Tax takes the protection of taxpayer information very seriously. We are aware of an issue involving printed Form 1099-Gs for a number of taxpayers. Together with the print vendor, we have thoroughly investigated the issue and identified the specific taxpayers affected. We deeply regret this error and apologize for any inconvenience.

When he was running for governor, Glenn Youngkin promised that if he won he’d kick some derriere at the Parole Board, the DMV and the Virginia Employment Commission.

Looks like he’d better add the Department of Taxation to the list of departments that went awry during the Northam years.

This column has been republished with permission from Kerry: Unemployed & Unedited.


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Comments

16 responses to “Oops! That’s Not Your Tax Form”

  1. If only there was some way to ID who put those papers in the envelopes and sealed them….and a phone number to provide those names/ID numbers to the AG for investigation and action….something like a ‘tip line’.

    Put no one will be held accountable for this violation of privacy and ID theft bonanza.

  2. Nancy Naive Avatar
    Nancy Naive

    In office less than a month and already screwed up the Department of Taxation.

    1. how_it_works Avatar
      how_it_works

      In case you haven’t noticed, this whole state has been screwed up since it was an English penal colony.

      1. Nancy Naive Avatar
        Nancy Naive

        Are you in Georgia? We did get prisoners, but we were not “officially” a penal colony. Slavery, on thebother hand, ” We’re number one!”

        1. how_it_works Avatar
          how_it_works

          Of course Virginia was never “officially” a penal colony. It’s not something to be proud of.

          1. Nancy Naive Avatar
            Nancy Naive

            But slavery is? I mean we were “officially” a slave state. Does that mean we were proud of it? Or, is Youngkin’s divisive ban going to erase that?

          2. how_it_works Avatar
            how_it_works

            Yes, of course they were proud of it. Hell, they fought (and lost) a war trying to preserve it. And they’ve hated Lincoln ever since.

    2. Well played, sir.

      1. Nancy Naive Avatar
        Nancy Naive

        Well, not that big of a score. It’s DoT after all. They use 3rd graders to write the instructions for their forms and haven’t changed the 760C since Rube Goldberg designed it.

        Just mailed my return. Would e-file except for 4 words, “trusted”, “third”, “party” and “vendor”.

        1. how_it_works Avatar
          how_it_works

          No, they didn’t use 3rd graders to write the instructions.

          They used fully-grown adults with the intellectual capacity of a 3rd grader to write the instructions.

          1. Nancy Naive Avatar
            Nancy Naive

            I stand corrected.

  3. how_it_works Avatar
    how_it_works

    Virginia ought to change it’s motto from “Sic Semper Tyrannis” to “Oh well sh*t happens”

    It would match the prevailing attitude in this state.

    1. Nancy Naive Avatar
      Nancy Naive

      ‘Specially now with the GOP in the mansion.

      1. how_it_works Avatar
        how_it_works

        Doesn’t matter what party is in charge. This is a cultural problem.

  4. Nancy Naive Avatar
    Nancy Naive

    Hey Steve! Here’s something for you to chew on. Don’t try to fix the gasoline taxes. Instead fix the internet sales tax.

  5. John Harvie Avatar
    John Harvie

    Let me see, I seem to remember something years ago on a 760C. No such thing for me now.

    Memory fades when you move south…

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