rebates complicate tax season

030508.jpgthree details clients won’t understand

if trish mcintire’s experience is any indication, tax practitioners could face some exasperation this busy season explaining the rules of rebate checks to clients.

“a lot of taxpayers are going to get a surprise when they get their rebate check,” says trish (pictured), an enrolled agent and 20-year veteran, “and they won’t like it. i may have to hide out somewhere come may to save my sanity.”

“taxpayers hear the broad stokes of the plan and don’t listen to the details,” says the arkansas city, kan., solo practitioner.

among the complications she notes:

  1. little or no tax on the return
  2. the ages of dependents, and
  3. too much income.

here, trish explains it all…