Wednesday, July 1, 2015

The votes are in. Costco wins and watch out for the latest IRS scam.

Seniors from  California and Arizona chimed in on my senior tip from yesterday. Arizona wrote that the same script was $90 at Walgreens, $60 at Wal-Mart and $25 at Costco. California had less detail, but explained that Costco was the place to go in California for scripts also. Costco wins.

The IRS imitator scam. A senior friend of mine was called by someone who claimed to be from the IRS. The scammer explained that my friend had filed an incorrect tax return and that he must clear the additional tax up immediately or face penalties or even worse jail. The scammer was persistent, threatening and seemed professional. My friend did not pay. Some less sceptical seniors are intimidated by this approach and send money. A real no no.

The tip is that if you get calls like that ask for their phone number and IRS employee number, then offer to call them back in  a few hours when you have your tax return in front of you. Remember if they have your phone number, they may have other information that can sound very convincing over the phone. You can also suggest that the caller send you a letter explaining the situation to the address on your tax return and hangup. In any event, IRS does not call us, they mail us.

Send me your tip and I will pass it along.





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