Accidentally overpaid property taxes

[KRM0614]

It’s embarrassing however I overpaid my property taxes that were due 11-30-2020. I paid the higher amount due March 2021.

Can anyone let me know if they’ve done this? How to get the overpayment back ? Please don’t tell me to carry credit balance forward as I intend to put my home up for sale in the next 2 months or so?

I’ve contacted the tax office all I get is a recording and no return phone call. It was the phone number of Randy Mast. Thank you

[Bogie Shooter]

Take a ride to their office..

[retiredguy123]

You can file Form DR-462 with the county to get a refund. But, I would hand carry the form to the tax office.

[Villageswimmer]

Mask
Taxes@sumtercountytaxcollector.com

Not to worry. Very nice and efficient folks.

[Topspinmo]

It’s embarrassing however I overpaid my property taxes that were due 11-30-2020. I paid the higher amount due March 2021.

Can anyone let me know if they’ve done this? How to get the overpayment back ? Please don’t tell me to carry credit balance forward as I intend to put my home up for sale in the next 2 months or so?

I’ve contacted the tax office all I get is a recording and no return phone call. It was the phone number of Randy Mast. Thank you

The state will thank you’re for donation.:icon_wink: even notice when you under paid their on it but which you over paid? Cricket’s? :ho:

[dewilson58]

It’s embarrassing however I overpaid my property taxes that were due 11-30-2020. I paid the higher amount due March 2021.

Can anyone let me know if they’ve done this? How to get the overpayment back ? Please don’t tell me to carry credit balance forward as I intend to put my home up for sale in the next 2 months or so?

I’ve contacted the tax office all I get is a recording and no return phone call. It was the phone number of Randy Mast. Thank you
Use the drive-thru service.

[Stu from NYC]

I would go there

[JoMar]

OP may not reside here.

[camaguey48]

It’s embarrassing however I overpaid my property taxes that were due 11-30-2020. I paid the higher amount due March 2021.

Can anyone let me know if they’ve done this? How to get the overpayment back ? Please don’t tell me to carry credit balance forward as I intend to put my home up for sale in the next 2 months or so?

I’ve contacted the tax office all I get is a recording and no return phone call. It was the phone number of Randy Mast. Thank you
Hard to believe this post. Sumter county thanks you and appreciates your generous donation. Don't call us, we'll call you.

[Cheapbas]

the refund processing fee is probably the same as your overpayment.

[Mrmean58]

Your over payment will be refunded in escrow when your taxes are prorated if you don't find satisfaction prior. It's not gone forever.

[BobTina]

You can call the office, and tell them you realize your mistake. I’m sure they will refund it.

[jcreason5616]

I can only speak as a county treasurer in PA, but our office would either return the overpayment or refund it. In your case, I would make the request to the tax office in writing or on their prescribed form. There should be no problem getting a refund; however, they will delay until sufficient time has passed for your original check to clear.

[retiredguy123]

the refund processing fee is probably the same as your overpayment.
There is no processing fee.

[nick demis]

Worst case is when you sell your property, you will get any excess payments back. You will not lose them.

[Andyhope]

They will probably send you a check

[WVB#1]

Each county has their own procedures but I worked for a tax collector in another county for a long time. We automatically refunded any overpayment in excess of $10. It may take a while as this is the busiest week of the year, processing payments, fixing issues, etc. Going down to their office won't help except that once the payment is processed (which may take a little while), they can confirm there is an overpayment and when you might expect a check in the mail. To correct some misinformation given here - all the money stays in the country, none goes to the state. Also, all ad valorem taxes and most non ad valorem taxes are paid in arrears. What we pay in November 2020 is for Jan-Dec 2020. If you sell in December, you will get a very small amount prorated at closing and all prorations are generally done at the November amount, regardless of when you pay. Each title company may handle differently but bottom line is you get no credit for overpaying the taxes. Believe it or not some people overpay their property taxes, knowing they will get a refund just so they can cheat on their income taxes - claiming the higher amount paid as their deduction. Hope that helps.

[retiredguy123]

Each county has their own procedures but I worked for a tax collector in another county for a long time. We automatically refunded any overpayment in excess of $10. It may take a while as this is the busiest week of the year, processing payments, fixing issues, etc. Going down to their office won't help except that once the payment is processed (which may take a little while), they can confirm there is an overpayment and when you might expect a check in the mail. To correct some misinformation given here - all the money stays in the country, none goes to the state. Also, all ad valorem taxes and most non ad valorem taxes are paid in arrears. What we pay in November 2020 is for Jan-Dec 2020. If you sell in December, you will get a very small amount prorated at closing and all prorations are generally done at the November amount, regardless of when you pay. Each title company may handle differently but bottom line is you get no credit for overpaying the taxes. Believe it or not some people overpay their property taxes, knowing they will get a refund just so they can cheat on their income taxes - claiming the higher amount paid as their deduction. Hope that helps.
That doesn't seem to track with the refund process in Florida. The refund form is Form DR-462, which is a Florida State Department of Revenue form. You submit the form to the county, but they send it to the state for processing. So, apparently, the State of Florida processes the refund, not the county.

[RICH1]

Your over payment will be refunded in escrow when your taxes are prorated if you don't find satisfaction prior. It's not gone forever.

You are correct!

[retiredguy123]

Worst case is when you sell your property, you will get any excess payments back. You will not lose them.
That may be the worst case, but I think I would apply for a refund using the prescribed form.

[WVB#1]

That doesn't seem to track with the refund process in Florida. The refund form is Form DR-462, which is a Florida State Department of Revenue form. You submit the form to the county, but they send it to the state for processing. So, apparently, the State of Florida processes the refund, not the county.

DR 462 is for payments made in error (like you paid the wrong account) not for an overpayment in the right account. The state has nothing to do with an over payment on the right account.

[WVB#1]

You are correct!
That is not correct.

[dewilson58]

OP may not reside here.
Then phone & email.

[retiredguy123]

DR 462 is for payments made in error (like you paid the wrong account) not for an overpayment in the right account. The state has nothing to do with an over payment on the right account.
It's not true that Form DR-462 is only used for overpayment to an incorrect account. Here are the reasons listed on the Florida Department of Revenue website for filing Form DR-462:

• An approved exemption not applied to your bill
• Being billed for the wrong building or incorrect
square footage
• Being double assessed
• A miscalculated early payment discount
• A mathematical error
• Overpayment of property taxes
• Payment when no tax is due
• Payment of someone else’s taxes in error
• Payment for a tax certificate that is
subsequently corrected or amended

[askcarl]

Been there, Done That.

I got a check in the mail about 6 weeks later. No fees. Just the amount overpaid.

[ts12755]

Don't waste our time with this... you know what to do to get your money back. Continue to call until you get through. Or go to the office.

[Mike Shebel]

If you need a face-to-face conversation on your tax Overpayment, I would go to, for example, The tent set up at the Lake Sumter Sheriffs Dept. properties on 466 and discuss it with the ladies accepting tax payments.

[Roron123]

Once your check has cashed print proof from your bank, go to Tax office, complete necessary form required, and you will get a refund!

[dadoiron]

It’s embarrassing however I overpaid my property taxes that were due 11-30-2020. I paid the higher amount due March 2021.

Can anyone let me know if they’ve done this? How to get the overpayment back ? Please don’t tell me to carry credit balance forward as I intend to put my home up for sale in the next 2 months or so?

I’ve contacted the tax office all I get is a recording and no return phone call. It was the phone number of Randy Mast. Thank you

Most offices are closed until Monday for the extended holiday - our taxes in action.

[KRM0614]

the refund processing fee is probably the same as your overpayment.
$240- ? Are you guessing or do you know ?

[cejpaj]

I did that and got refund a short time later.

[KRM0614]

The state will thank you’re for donation.:icon_wink: even notice when you under paid their on it but which you over paid? Cricket’s? :ho:
I don’t I understand your reply. Taxes for Sumter do not go to Tallahassee.
The rest of your reply is confusing.

[KRM0614]

Use the drive-thru service.
What drive thru service ? I’m not familiar with most of everything at the villages

[KRM0614]

OP may not reside here.
What does OP may not reside here mean ? My question was about tax overpayment

[KRM0614]

Hard to believe this post. Sumter county thanks you and appreciates your generous donation. Don't call us, we'll call you.
You mean because they know it’s an overpayment when they applied it against my account ? Of course they did.

[KRM0614]

Take a ride to their office..
Are they seeing people in person? Do you know this for a fact ?

[KRM0614]

Your over payment will be refunded in escrow when your taxes are prorated if you don't find satisfaction prior. It's not gone forever.
The check has cleared I have an electronic copy. I don’t want to wait 6-8 months or an escrow that may not happen. Used home sales are very slow to the pandemic

[KRM0614]

There is no processing fee.
Thank you ! It’s $240- not a small amount.

[KRM0614]

You can file Form DR-462 with the county to get a refund. But, I would hand carry the form to the tax office.
What is this form? Where do I get it and is this office open? Are you sure of all this ? Thank you

[retiredguy123]

Thank you ! It’s $240- not a small amount.
The post was about a processing fee for a refund. There is no processing fee for the refund.

[retiredguy123]

What is this form? Where do I get it and is this office open? Are you sure of all this ? Thank you
You can google it and print out the form online, fill it out, and take it to the county tax collector's office. There are detailed instructions on the Florida Department of Revenue website, if you need help.

[Barginman007]

It’s embarrassing however I overpaid my property taxes that were due 11-30-2020. I paid the higher amount due March 2021.

Can anyone let me know if they’ve done this? How to get the overpayment back ? Please don’t tell me to carry credit balance forward as I intend to put my home up for sale in the next 2 months or so?

I’ve contacted the tax office all I get is a recording and no return phone call. It was the phone number of Randy Mast. Thank you

Y will send you refund for difference no need to do anything may take a couple of weeks but you will get overpayment refunded to you same way it was paid.

[retiredguy123]

Y will send you refund for difference no need to do anything may take a couple of weeks but you will get overpayment refunded to you same way it was paid.
Maybe, but I would apply for the refund because it will go to the state office that provides oversight over the county.

[eschiavo]

Go directly to tax office in Sumter by the police station. The girls are very helpful.

[Alaska Butch]

Call the county. Better yet is it that big a deal? Your paid up through next March!

[retiredguy123]

Call the county. Better yet is it that big a deal? Your paid up through next March!
He called them, but they didn't call back. He is only paid up through next March if they properly apply the discount for early payment, and apply the remainder amount to future taxes.

[Henryk]

Stop payment on the check. Do it first thing tomorrow morning. Easy. After you know the stop worked, you can pay the right amount, but not before the stop is effected.

[CWGUY]

I can only speak as a county treasurer in PA, but our office would either return the overpayment or refund it. In your case, I would make the request to the tax office in writing or on their prescribed form. There should be no problem getting a refund; however, they will delay until sufficient time has passed for your original check to clear.

:1rotfl::1rotfl::1rotfl: Think maybe someone is trying to pull a Craigslist scam? :icon_wink:

[WVB#1]

It's not true that Form DR-462 is only used for overpayment to an incorrect account. Here are the reasons listed on the Florida Department of Revenue website for filing Form DR-462:

• An approved exemption not applied to your bill
• Being billed for the wrong building or incorrect
square footage
• Being double assessed
• A miscalculated early payment discount
• A mathematical error
• Overpayment of property taxes
• Payment when no tax is due
• Payment of someone else’s taxes in error
• Payment for a tax certificate that is
subsequently corrected or amended

I'm not sure why I'm bothering ... but here goes. First, I said "like" making a payment on the wrong account. I wasn't trying to provide an exhaustive list of reasons. The point is that a general error like paying the wrong discount period will be refunded (if more than $10) automatically by the TC office without the form.
FS 197.182 (1)(a)6.(c) reads:
(c) Overpayments in the amount of $10 or less may be retained by the tax collector unless a written claim for a refund is received from the taxpayer. Overpayments of more than $10 resulting from taxpayer error, if identified within the 4-year period of limitation, shall be automatically refunded to the taxpayer (emphasis added). Such refunds do not require approval from the department.

Statutes & Constitution
:View Statutes
:

Online Sunshine (http://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&Search_String=&URL=0100-0199/0197/Sections/0197.182.html#:~:text=(c)%20Overpayments%20in%20th e%20amount,automatically%20refunded%20to%20the%20t axpayer).

In addition to statutes, there are rules promulgated by the Department of Revenue that provides more procedural detail that tax collectors must abide by. Before retiring, I led a statewide task force of tax collectors and the Department of Revenue and we rewrote and updated the entire 197 chapter which pertains to tax collectors. I also led the task force that then updated the rules and regulations. Although I retired 5 years ago, I still remember some of it.

[WVB#1]

Stop payment on the check. Do it first thing tomorrow morning. Easy. After you know the stop worked, you can pay the right amount, but not before the stop is effected.

If you stop payment on the check you will likely incur a charge from your bank AND a charge for a returned check by the tax collector. It is totally not necessary and will cause extra work for everyone involved. Trust me we had thousands and thousands of people who paid the wrong discount period in the county I worked in. You don't have anything to worry about.

[WVB#1]

What is this form? Where do I get it and is this office open? Are you sure of all this ? Thank you Hopefully you're reading the rest of the thread. You DO NOT need to fill out a form for the refund.

[jarodrig]

Some people need to read more carefully OR pay more attention to what they read.....

On post #37, the OP stated that THE CHECK HAS ALREADY CLEARED !!

[Parnell]

I unknowingly did the same thing last year. They sent me a refund without my asking just a couple of weeks later.

[vinnytalk]

Call or stop by the tax collector office
Why are asking on this site??

[vinnytalk]

Mail a letter about it and also mention about no return calls.

[DeafDeaf]

Just be patient. The office will see the overpayment and will send you the check. It will take a few weeks. It happened to me once.

[RosalieF]

I did it last year. They sent me a check

[Two Bills]

Well. At least no one asked for a link as proof of over payment!

[jacque]

We unknowingly overpaid last year, and it was automatically refunded in about a month

[dewilson58]

It’s embarrassing however I overpaid my property taxes that were due 11-30-2020. I paid the higher amount due March 2021. Can anyone let me know if they’ve done this? How to get the overpayment back ? Please don’t tell me to carry credit balance forward as I intend to put my home up for sale in the next 2 months or so? I’ve contacted the tax office all I get is a recording and no return phone call. It was the phone number of Randy Mast. Thank you


So, what did you do and what was the outcome??
Inquiring minds want to know.

[Stu from NYC]

Call or stop by the tax collector office
Why are asking on this site??

Hmm thought one of the purposes of this site is to get help with problems.

[Dana1963]

It’s embarrassing however I overpaid my property taxes that were due 11-30-2020. I paid the higher amount due March 2021.

Can anyone let me know if they’ve done this? How to get the overpayment back ? Please don’t tell me to carry credit balance forward as I intend to put my home up for sale in the next 2 months or so?

I’ve contacted the tax office all I get is a recording and no return phone call. It was the phone number of Randy Mast. Thank you
We paid our taxes yesterday with e check no problems if you read your statement properly the Website online even gives you the amount due Nov 30.