MI Treasury- absolutely the worst ever!

[kathyc2]

I've never had an experience this bad trying to resolve a simple issue.

Couple had been filing jointly for many years.  He passed in Jan 2024.  MI 2023 had a small balance due of a little over $100.  I set it up in software to come directly out of bank account, which it did. 

She said she received a notice of non-payment over the summer, called them, and mailed in the bank statement showing payment.  Nothing more heard until today when she receives a demand notice of payment for 2023.

I call MI to get simple issue resolved.  Box was checked on MI return that state can discuss return with me.  Agent says she can't see that part of return in system.  So, I call widow on other line with both on speakerphone to give authorization. Wasn't enough to just give her information for identity, she also had to find his SSN.  So, now she can talk w/ me about return.  Puts me on hold for 10 minutes or so.  Finally got it figured out that they put the payment to his SSN and with his passing widow is now primary on return and payment is floating around somewhere.  It's now going to have to go through a review that can take 6 weeks.  I ask her to put a hold on collections while it's being resolved.  She says she can't do that. 

2024 has been filed and refund is more than 2023 due.  I' betting they will take 2023 balance plus penalties out of 2024 refund.  

Unbelievable ineptitude. 

[Lee B]

Whenever there is a change of the primary taxpayer and their SSN, confusion is going to happen.

Unfortunately, this is an extreme example

[kathyc2]

For years I've gotten a bag of Lindor truffles before the start of tax season.  I know it's been a good year when there are some left after 4/15.  Still a month to go and the bag is empty. 

[Lion EA]

We hit some nice chocolate shops in December and January for me to stockpile, including the Lindor outlet store, but hubby replenishes my chocolate supply almost every week since January at Trader Joe's.

[Catherine]

One of the worst things about tax season is the overlap with Lent. Now I want chocolate...

[joanmcq]

I don't change the widow to primary until the year after the spouse dies.

[Abby Normal]

27 minutes ago, joanmcq said:

I don't change the widow to primary until the year after the spouse dies.

Same. It's just asking for trouble to do otherwise.

[kathyc2]

47 minutes ago, joanmcq said:

I don't change the widow to primary until the year after the spouse dies.

I didn't change anything.  He passed in Jan 2024 so they filed jointly both 2023 and 2024 with DOD noted on returns.  The notice was in her name only so somehow they must have removed him from account along with the payment.  Never had that happen on similar situations before, but MI is not the primary state I file returns for.