Esty Secures Tax Refund for Simsbury Resident

SIMSBURY, CT—Congresswoman Elizabeth Esty (CT-5) this week shared a “Constituent Corner” story from Simsbury resident Michael Rosenberg, who experienced a lengthy delay in receiving his federal income tax return after moving from New York to Connecticut.

Rosenberg moved from New York to Connecticut in June of this year, and by September, he still had not received his federal income tax refund of $1,247 for 2015. After Rosenberg did his own initial outreach, the IRS requested he provide further proof regarding information on his tax return. Specifically, the IRS wanted further clarification about his wife, who had passed away in February 2015. Rosenberg and his wife had filed jointly while she was still living.

Rosenberg began the lengthy process verifying all of the necessary details with the IRS, filing pages of paperwork and answering questionnaires, as well as confirming his new home address, but was still left emptyhanded. He struggled to find anyone who could tell him when to expect his refund. After months of repeated attempts to solve this issue on his own, Rosenberg reached out to Esty’s office. He received her information from his town when he registered to vote in Connecticut.

Esty reached out to the IRS and Taxpayer Advocate System to help move the case along, and ensure Rosenberg received his refund. Esty worked with the officials to understand what was causing the delay, and what information was still needed in order for his refund to be processed. Less than a month after Rosenberg contacted Esty’s office, he saw the refund deposited into his account.

“Rep. Esty and her staff were extremely courteous and professional. They provided professional and personal service to the process at the IRS to help me to procure my tax refund. Regardless of any particular party affiliation, Rep. Esty and her staff are the best office I have ever dealt with,” Rosenberg said.

“A delayed tax refund can be a serious financial burden. There is no reason why residents should need to jump through hoops to get an answer and access to services and refunds they are entitled to— especially after losing a loved one.  I am glad Michael received his refund and can now move on from this financial headache,” Esty said.

Rosenberg, who was thrilled with Esty’s quick service in securing his return, proceeded to open a new case with her office as well. He is currently working with Esty to secure his father’s military medals, which his father earned during his service in the U.S. Army during World War II from 1942-1945.

Residents in central and northwest Connecticut who are having difficulty with their tax benefits and other IRS-related services, or are in need of assistance with their veterans’ services or benefits are encouraged to call Esty’s office at 860-223-8412.

“Constituent Corner” highlights stories from folks who have sought assistance with the federal government through Esty’s office. To see other Constituent Corner stories, visit https://esty.house.gov/about/constituent-corner.

###