IF YOU RECEIVED AN IRS FORM CP-2000 WHICH SAYS YOU UNDERSTATED YOUR RETIREMENT INCOME BY UP TO $3000, AND YOU ARE A RETIRED PUBLIC SAFETY OFFICER WHO PAID HEALTH INSURANCE PREMIUMS THROUGH YOUR RETIREMENT, YOU ARE THE VICTIM OF A FOUL-UP IN THE IRS COMPUTER SYSTEM. THIS IS A LEGITIMATE ELECTION BUT THE IRS DOES NOT RECOGNIZE IT WHEN WE FOLLOW THEIR INSTRUCTIONS. FOR 2009, FOR EXAMPLE, YOU WILL NOTE THE LETTERS "PSO" ADJACENT TO LINE 16a ON THE FIRST PAGE OF FORM 1040. THIS IS EXACTLY HOW THIS EXCLUSION IS TO BE REPORTED, BUT IT IS AS IF THE IRS DOESN'T REALIZE THEY HAVE INCLUDED THIS IN THE FORM INSTRUCTIONS.

FOR ALL RETIREES -HERE IS WHAT WE WILL NEED TO RESPOND TO THE IRS.

1.    A COPY OF YOUR RETIREE IDENTIFICATION CARD, BOTH SIDES. THIS NEEDS TO BE AS HIGH RESOLUTION AS POSSIBLE. THIS CAN BE ACCOMPLISHED BY THE USE OF A HIGH RESOLUTION SCANNER OR FAX MACHINE, OR IF THESE ARE NOT AVAILABLE, BY USING SUCH A DEVICE TO SEND AN IMAGE TO US FROM AN OFFICE STORE SUCH AS A UPS STORE OR FEDEX OFFICE.

2.    A COPY OF AT LEAST TWO PAY STATEMENTS FROM THE YEAR THE IRS IS QUESTIONING WHICH SHOW THE HEALTHCARE PREMIUM DEDUCTIONS.

3.    THE PREMIUMS MAY BE FOR MEDICAL, DENTAL OR VISION INSURANCE. 

4.    IF YOU ARE A RETIREE FROM BERKELEY PD, AND YOU ELECTED TO HAVE YOUR SICK TIME APPLIED TO HEALTH INSURANCE WHEN YOU RETIRED, THEN INSTEAD OF A PAY STATEMENT SEND BOTH THE ELECTION FORM YOU COMPLETED AT RETIREMENT AND THE PRINT OUT SHOWING THE BREAKDOWN OF PAYMENTS FOR HEALTH INSURANCE WHICH WILL BE MADE WITH SICK TIME  AS A RESULT OF THIS ELECTION.

5.    IF YOU ARE A RETIREE FROM SACRAMENTO COUNTY SHERIFF THEN INSTEAD OF PAY STATEMENTS YOU CAN SEND A COPY OF THE ANNUAL LETTER ISSUED WHICH STATES THE AMOUNT OF HEALTHCARE INSURANCE PREMIUMS PAID BY SCERS ON YOUR BEHALF.

5.    A COMPLETE COPY (BOTH SIDES) OF THE IRS NOTICE.

PLEASE FAX OR EMAIL THIS INFORMATION TO US, AS WE ARE ABLE TO PROCESS THE RESPONSE IMMEDIATELY WITHOUT BEING IN THE OFFICE. WE ARE OFTEN ABSENT FOR LONG PERIODS AND OUR OFFICE IS CLOSED. PHYSICALLY SENDING THE DOCUMENTS MAY RESULT IN A LONG DELAY IN RESPONDING TO THE IRS.