IRS checks await veterans, retirees

 
By Don Mecoy | Published: June 20, 2008    Comment on this article Leave a comment

About 80,000 Oklahoma retirees and disabled veterans entitled to economic stimulus payments have less than four months to file income tax returns to claim their money, the Internal Revenue Service said Thursday.

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Most stimulus checks already have been mailed
The IRS has issued 76.5 million payments worth $63.8 billion based on 2007 tax returns processed so far. The agency expects to issue 124 million payments to Americans by year's end.

"The IRS has delivered,” IRS Commissioner Doug Shulman said.

The agency has accounted for 74 percent of Social Security and Veterans Affairs beneficiaries out of about 20 million initially identified as being potential stimulus recipients. All but 5.2 million of those have been accounted for as either having filed a return, having filed a joint return, or as not being eligible for a stimulus payment.

The tax agency generally got high marks National Taxpayer Advocate Nina Olson on its performance in getting payments into taxpayer hands.

Olson, an independent watchdog appointed by the Treasury secretary, said there were some problems associated with the payments, including difficulties in staffing telephone lines dedicated to answering questions about taxes and the rebate. She said there was one glitch where the Social Security numbers of about 1,500 taxpayers were mistakenly disclosed when the IRS routed payments to the wrong back accounts.

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"The money is there for the asking, but people do have to ask by merely filing a 2007 federal income tax return,” said IRS spokesman David Stell in Oklahoma City. "Many potential recipients need only file a simplified version of that tax return to get the stimulus payments on the way to them. But to get a payment this year, a tax return must be filed by October 15.”

Oklahoma City ranks 39th among cities in the number of residents the agency believes are owed payments; Tulsa ranks 52nd. The IRS derived the numbers from data supplied by the Social Security Administration and Veterans Affairs, Stell said.

Margo Mitchell, president of Consumer Credit Counseling Service of Oklahoma in Tulsa, said some potential recipients who haven't filed a tax return for years may be intimidated by the process.

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