Using logic I figured what must have happened with my 2006 tax return. The IRS gave me a refund I didn't ask for. The amount was very similar to the amount of tax I calculated on my somewhat obscure tax form. They said I didn't pay tax on the inheritance that was calculated on that same form. Either 1 of 2 things happened: 1) The form was incorrect and they rejected it, 2) They simply lost the form. There was one easy way to find out which was the correct answer. I headed down to the local IRS office. Fortunately all of my bosses were out, so I sneaked out of the office for an hour. There were only about 6 people in line in front of me when I got to the IRS office, but with only 2 clerks helping, it still took an hour to get called. The clerk was very helpful and pulled up my return. She looked at the list of "errors" and I showed her where they were wrong in each case. She got to the obscure form and her eyes glazed over. I don't think she had ever seen it before and called over her supervisor. Together they went over my return and determined that the form was nowhere to be found. I win! They had lost the friggin' form! There was no excuse for this! I realized that I had made one little screw up in that I had forgotten to check a box that stated there was tax calculated on the obscure form, but other than that, everything had been calculated perfectly by myself! I thought perhaps I had also screwed up and forgot to put my name on the form so that if had been lost, there would have been no way to trace it back to me. Nope. It was there.
So now I just have to write a letter addressing the 3 "errors" they said I had made. Hopefully this thing will be cleared up shortly and I can put this behind me. Of course I'll have to send back the refund they sent me, but I intend to be as snarky as possible in the letter saying that it was THEIR screw up and they had better not assess any penalties, fees, or interest on the refund. Giving back 1 grand is a whole lot better than giving them 8.