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adspadcpa
Level 2
January 31, 2023
Question

An AZ tax client of mine paid the 3.5% surcharge tax in 2021 before Prop 208 was declared unconstitutional. How can I file and amended return now to get this refunded?

  • January 31, 2023
  • 3 replies
  • 15 views
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3 replies

IRonMaN
IRonMaN
Level 15
January 31, 2023

Has AZ said whether or not they will automatically refund those amounts or are amended returns necessary?

Slava Ukraini!
BobKamman
BobKamman
Level 15
January 31, 2023

Do you mean, he filed the AZ 140-SBI and paid 3.5% instead of the higher rate that would apply to interest and dividends, which as we all know are "small business income" even for people who have never worked a day in their life?  That had nothing to do with Prop 208.  

    qbteachmt
    qbteachmt
    Level 15
    February 2, 2023

    You seem to have put all text in as Title, and no text in for the topic subject matter. If you search the web, you can find examples such as:

    https://azdor.gov/news-events-notices/news/guidance-taxpayers-following-prop-208-ruling

    They tell you what not to do.

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