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Stories from Telephone Tax Resisters Resisting the federal
tax on telephone service can be a very simple process, as described on other pages.
Below you will find some stories of long-time phone tax resisters. Some have had
relatively easy experiences, and some have had more complicated experiences with
phone companies, but continue to resist nonetheless. We are presenting these stories
to help you along the way if it turns out you need help. Remember, the
main thing to watch for is that the phone company does credit the tax, rather
than build up a past due on your bill. AT&T (Sept.
2005) AT&T has a form for people who refuse to pay the phone tax. Ask the AT&T
legal office for the form authorizing the withholding of billing for the Federal
Excise Tax or download a PDF facsimile of the AT&T
form here. Download another PDF of a sample letter
that AT&T sent a telephone war tax resister in 2002. Cingular
(Summer 2005) The text of an interesting document sent to NWTRCC by someone
who worked for Cingular and wrote, “This is the official policy given to customer
service representatives from Cingular’s upper management.” To see a copy of this
document, click on Cingular policy document
on telephone tax resisters. (Dec. 2005) I had been working with a very
nice woman in the Ocean Springs office who was removing the federal excise tax
faithfully every month, this changed after Hurricane Katrina. The handling of
my resistance was moved to the Tulsa Center (addresses at link above) because,
I was told, I was the only person in the entire Gulf States-Southeast-Indiana
region who was doing wtr! Well, I hope that isn't the case, but, in any case,
if you are a Cingular customer in those states, I recommend contacting Tulsa instead
of Ocean Springs to have your resistance properly handled. BTW, this is now
almost the simplest wtr I've ever done. I do nothing. Cingular automatically removes
the federal tax amounts on the 28th of each month. I've got my payment set up
on their *729 system, so each month I just dial *729 on my cellphone, the recording
tells me the balance due (so I can be sure the taxes have been removed) and then
I press 1 to have the amount owed billed to my credit card. It takes just a few
seconds! No extra letters to send or anything. You should be able to set up
the same thing. Start by sending a letter explaining your inability or refusal
to pay the federal tax to the appropriate Tax Exemption Group office for your
region, which you'll find at the link in the first Cingular entry above. Ask them
to let you know on what date each month they will be removing the federal tax.
They will want it to be a certain number of days after your bill is sent out,
in order to give you the option each month of changing your mind. (My billing
cycle ends the 13th, so they've added half a month to that before removing the
tax amount. Payment is always due the 5th or 6th of the following month, so I
have a week in which to dial *729 and make the payment.) --R.R.,
Georgia § T-Mobile
(August 2005) From a T-Mobile customer: Instead of sending a slip along
with the bill, a separate letter with the usual details (reason for refusing,
date of invoice, amount refused, signature of refuser) should be sent each month
to: Offline Tax Support Group T-Mobile USA P.O. Box 37380
Albuquerque, NM 87176 In response to the information below, T-Mobile
emailed us to say: We want to make sure that your users' complaints
and concerns are directed to the proper T-Mobile customer service representatives
so that they can be remedied where possible. Such concerns can be directed to
800-937-8997 or via e-mail at www.t-mobile.com/contact.
Additionally, legal complaints can also be directed to T-Mobile's registered agents.
They exist in every U.S. state and are registered with each state's Secretary
of State. (March '05) T-Mobile had threatened (and started - see first
report below) to cut off my phone service for refusal to pay the tax. When I called
and they took my complaint to the Tax Support Team, the TST came back saying it
was a part of my bill and the charge stood in place. I then wrote a letter to
the Legal Department, pointing out two things. First is item 6 in the T-Mobile
Consumer Code, which distinguishes carrier charges from taxes and other fees.
The second was the IRS Fed. Regulations Code included in the NWTRCC website. I
asked for my account to be credited for the excise taxes I had paid since the
inception of my contract with them. I received a letter today from the Legal Dept.,
stating that my account has been credited and the amount as been reported to the
IRS. One small victory! I have since switched to Working Assets, but for anyone
attempting this with T-Mobile in the future, I'd suggest writing the letter and
not playing the runaround game with the Customer Service rep's on the phone. Here's
the address to their Legal Department: Legal Department T-Mobile USA, Inc., P.O.
Box 37380, Albuquerque, NM 87176. (Feb. 2005) I have T-Mobile and they
have been totally sending me through the ringer. The issue is still not resolved
but is taking so long that they are cancelling my service for non-payment (I received
the notice today). I am switching phone companies but still have to deal with
the situation. I am sending a letter to their legal department, noting their consumer
code, which differentiates between carrier and tax charges, and the notation on
your website from the IRS Code of Federal Regulations. They said they've never
heard of this before. When I initially brought up the matter, the representative
said he filled out a form to the tax support team. They responded that I had to
pay for my services, as was in the contract. I disputed the fact that the tax
was a service, and pointed to their consumer code, item 6 which states that the
carrier makes a clear demarcation between carrier services and other taxes and
fees. This was in my letter to the legal department, along with the IRS fed. code
on your site. --S.H. §
SBC (from 2004) Some resisters have had success
when writing to the address below and asking that their account be credited for
the federal excise tax. In your letter include this information: Name, Name on
Bill, Address, Telephone Account Number, Reasons for Refusal, Signature of person
on bill. Give the billing dates with the amount refused on each if you are asking
for credits from multiple bills. Ask them to tell you what process to follow to
get the tax credited on a regular basis. SBC Services Attn: Danielle
Smith, Tax Exemption Unit Associate 211 S. Akard, Room 1270 Dallas,
TX 75202 § VERIZON
(Dec.
2005) After years of having to send monthly letters, with my unpaid excise
tax getting removed almost monthly after my requests, Verizon wrote me a couple
of years ago that letters would no longer be necessary, and they now credit and
remove amounts without my writing. (Of course they advised me that they would
be informing IRS of my refusals). Perhaps it's that these BIG companies have so
many offices dealing with us (meaning us as customers generally, and naturally
therefore also with us excise tax refusers) that there are different stories.
I was writing an office in St. Petersburg, FL, though I'm in Los Angeles. The
address is: Verizon, SRC Tax Dept. -- MC: FLSP2194, Post Office Box 11328, St.
Petersburg, FL 33733-9656. J.M., California (Fall
2005) Your "warning" about Verizon being "uncooperative" is well placed. A
couple of years ago, despite repeated letters and dozens of endless phone calls,
my balance due kept increasing. THEN they started to charge me interest on the
balance due! Except for one, all the agents I talked to tried to help. I think
the company is just too large and bureaucratic. Due to other circumstances,
I stopped using Verizon. I refused to pay the final bill and, surprise, they dropped
the matter. Also due to unfair circumstances, I was forced to sign up with
them last year. Instead of paying the local office, I sent my bills to the Florida
address. Each time I enclosed a lengthy explanation of my moral and religious
objections to all war. Behold, after doing this twice I received action on their
part and am now credited the FET monthly!! Glory, glory.
J.S., California I resist with Verizon with much success. One time an operator
told me I had to call the FCC and steadfastly refused to help me despite my refusal
history. I said OK, hung up, called Verizon again, got a different operator and
was taken care of. This may not be the most easy thing to do when writing, but
it worked over the phone. M.C. § Re:
my experiences with Verizon since September 2001: My 9/11 agreement with
Verizon and the Virginia State Corporation Commission was that Verizon would credit
my account for improperly charged late payments and unpaid federal taxes to date
and that I would pay the balance due minus federal taxes and late charges. I also
agreed to send my future Verizon payments minus federal tax to one address and
a monthly tax notification card indicating how much federal tax I was redirecting
to another addresses supplied by Verizon. Verizon credited my account.
I paid the balance and I began sending my payments minus the federal tax as agreed.
This agreement worked for one month. After that, Verizon began to mess up again.
Verizon then asked me to send my tax notification card to another address. I did.
The billing was still inaccurate. I was not always getting the federal tax credited
to my bill in a timely way and late charges were being added. I wasn't able to
solve the problem with any of the many Verizon operators, supervisors, and middle
management personnel I was able to contact. I kept notes and records of all my
conversations with Verizon representatives and I made audio tape recordings as
a memory aid for my own use. In September 2002, I began sending my payments
and federal tax notification information to Ivan Seidenberg, Verizon CEO, 1095
Avenue of Americas, 41st floor, New York, NY 10036. I also sent Mr. Seidenberg
a letter of explanation with detailed documentation outlining the ongoing problem.
I did not receive a response nor was my letter acknowledged. I also contacted
my Virginia State Senator for assistance. He indicated to me that Verizon's requirement
that I send my payment to one address and a tax notification to another didn't
make sense to him. I agreed and told him that other telephone companies I was
doing business with (Working Assets and AT&T) did not impose this requirement
and that I had no problem with either company. He agreed to look into the matter
with the Virginia State Corporation Commission. During this period, I received
a series of threatening letters from Verizon telling me that if I did not pay
my bill, my telephone service would be curtailed. I responded to each of these
threats with phone calls to Verizon. This process was very difficult because each
time I would be shunted to a different Verizon representative. Notes attached
to my account by the various Verizon representatives did not always match what
I was told. I know this because I kept my own notes and an audio voice recording
of each conversation. Despite promises by some Verizon representatives
that my service would not be curtailed until this issue was resolved, my service
was cut off. I had to do some difficult negotiating to get my service restored,
but I was back in service within a few hours. I was able to do this without paying
or promising to pay the federal tax, late charges, service restoral charge, and/or
other improperly billed charges. I received a letter dated January 7, 2003
from a Verizon Customer Relations Representative in Virginia. This letter acknowledged
receipt of the letter I sent to Mr. Seidenberg on December 19, 2002. The PR person
apologized for "the inconvenience this situation has caused" me. It
also stated that, "the Virginia State Corporation Commission will address
your concerns." My concerns have not been addressed by the Virginia State
Corporation Commission to date. My ongoing adventure with Verizon is part
of acting out my awareness. As a pacifist, I believe that peace is patriotic.
I feel that it as my duty as a responsible citizen is to be aware and to pay my
taxes for peace. I also believe that it is the duty of a responsible government
to provide me, and like-minded others, with a choice to be a war taxpayer or a
peace taxpayer. I am determined to work very hard to help gain this choice for
all of us. E.P., Virginia § Each
time I read of . . . misadventures with Verizon I wonder how I've (finally) been
luckier. For about five or so years I've been sending monthly notices to an address
in Florida. Here it is: Verizon SRC Tax Dept. -- MC: FLSP2194, Post Office Box
11328, St. Petersburg, FL 33733. Yes, this does involve my sending them
a letter in addition to sending my payment someplace else. The Florida people
sometimes get behind a month, rarely more, and my letter includes a description
of what has been left on my account from previous months (if something has been
left on). J.M., California § BELL
SOUTH (Dec. 2005) Persistance Pays
Off! I have been refusing to pay Federal Phone tax since the 1980's. In my
current household, since June 2001 until today, our current local service provider,
Bell South, has often failed to credit our phone bill for the amount of the refused
Federal tax. Over the years it had built up. This summer I received information
about a different address to send my bills to. The address is on the back of one
of the pages of the bill, as an address to send payments that are in less than
the amount of the bill, but which you are tendering as full satisfaction of the
bill. I sent payments to this address for several months with a full accounting
of every month for which credit had failed to be issued. Today we received a call
from Bell South stating that they had made all of the credits which we had requested.
Hopefully this will show up on our next bill. C.B.,
North Carolina This correspondence after many phone calls and sending
Bell South the IRS regulations: From: consumer.customer.service
[mailto:consumer.customer.service@bellsouth.com] Sent: Wednesday, April 30,
2003 11:06 AMTo: B.F. Subject: Re: RE: RE: Billing Inquiry Dear Mr.
F., Thank you for contacting BellSouth regarding the Federal taxes on your
phone bill. I am glad to assist you with this matter. I will be able to
adjust the Federal taxes on your April 5, 2003 bill. I will make a note and we
will contact the IRS. You will need to contact BellSouth each month to have this
done. At the time, we are having system problems, but I will follow up to ensure
the adjustment is made. For now, please deduct the amount of Federal taxes from
your bill. Should you need further assistance or have other questions,
please reply back to this e-mail and the BellSouth Online Customer Care team will
be happy to help you. Sincerely, BellSouth Online Customer Care § QWEST
On Wed, 23 Jul 2003, Qwest Residential Services wrote: Dear Y. (in Oregon),
Thank you for your recent e-mail inquiry to Qwest regarding the $.72 charge on
your bill and your request to be an authorized party on the account. Below
you will find an excerpt from your May bill telling you what the charges are for:
The following charges are billed at the request of local, state and federal government
and/or to support government programs. for additional information visit our website
at www.qwest.com FEDERAL EXCISE AT 3% $0.72 You are responsible for
paying that amount, and if it goes unpaid, it will continue to be forwarded as
a balance on your account. Sincerely, Qwest Customer Care, Consumer Markets § October
17, 2003 From Qwest Consumer Sales Support Organization to Customer in
Minnesota: Thank you for writing to us. We have adjusted the Federal
Excise Tax on your requested bill. You have the right to refuse to pay the Federal
Excise Tax, but Qwest is obligated to bill the tax. Please remember that you must
submit a statement of refusal to pay in writing each month the tax is billed and
not paid. Please remember to provide the following information to have the tax
adjusted: the billing name on the account, the telephone number, the date of the
bill on which the tax is refused, the type of tax refused, the amount of the tax
refused, the reason for refusal, and the carrier identification of any taxes refused.
Thank you for choosing Qwest §
VERIZON WIRELESS (Fall 2005) Okay,
I did it. Here's the letter you need to send by fax (800-734-4707) to get Verizon
Wireless to stop charging the Federal Tax on your bill: From: X Phone
#: X To Whom It May Concern: This letter is a formal statement to take
all necessary measures to meet my request for my Refusal to Pay the Federal Excise
Tax. Thank you very much. Sincerely, (Name) I sent a letter
to the President of Verizon, Ivan Seidenberg, about a 2 months ago. At the same
time, I was able to hook up with D.W. of the Executive Relations Office of the
President for the Midwest Region (based in Elgin, Illinois). She received my letter
and we chatted about the need for Verizon to implement a system for conscientious
objectors to be able to withhold the federal excise tax on their wireless accounts
(as you may recall, my cell service was disconnected for $ 33.86 in unpaid federal
tax dollars). She recognizes that Verizon is behind the times here, especially
given the climate of potential imminent war with Iraq. She stated that they are
seeing more and more CO's regarding this issue. Anyway, she is one of several
people who have been asked to develop a system for folks like us. I have to admit
she was very friendly, understanding, and is doing a pretty good job at enlightening
her fellow co-workers on the issue. In all, I had spoken to four of her colleagues
about this and all were very cordial and understanding . . . . She called
me one evening and asked me "what do you want from Verizon?" We came
to an agreement that I would pay the remainder of my contract for the remaining
3 months ($59.85). Verizon in turn waived the $200.00 cancellation fee, late fees,
federal taxes, and got the creditors to stop calling me . . . . [to
fellow phone tax resisters] I appreciate so much the emails, your inspiration,
written correspondences, copies of legal documents to support my case, etc. If
it weren't for your strong belief, faith, and dedication to what you do best,
I would have paid the bill (in full) a long time ago. I know there are many more
people in this world who feel like we do. J.L., Missouri § 35
YEARS OF PHONE TAX RESISTANCE Southwestern Bell
(1970-73), New York Telephone-NYNEX-Bell Atlantic-Verizon (1973-2002),
AT&T (2003 to present) In 1970 I began refusing to
pay the federal excise tax on telephone service and have used several different
carriers since then. In the early 1970s when I lived in Austin, TX, Southwestern
Bell was the easiest phone company to use. All they required was one letter from
me and after that they automatically removed the tax from every bill. When
I moved to New York City in 1973, the various incarnations of the local carrier
(Verizon, formerly Bell Atlantic, formerly NYNEX, formerly New York Telephone)
had me jump through a variety of hoops over the years. At one point I needed to
enclose a letter with every bill payment, then one letter to the business office
was sufficient for them to automatically remove the tax from every subsequent
bill, then I needed to call them every month, then a letter needed to be sent
to the business office every month. In the end (through 2002), Verizon became
the most difficult company. Despite all my letters and periodic telephone calls,
they would accumulate (over a period of a year or more) a large balance on my
bill that I would eventually succeed in getting removed. I found someone in their
business office who I could call every few months, and she would have the tax
removed. In no case was I ever forced to pay the tax or was my phone service ever
discontinued. Throughout all these years, AT&T has usually been my
long distance carrier. At times they required a monthly letter but would never
accumulate the tax or threaten to cut off service. When I switched my local service
to AT&T as well (in late 2002), they provided me with a form to fill out that
included war tax as one of the options to check off as to why I wasnt
paying. After that, the federal excise tax was automatically taken off the bill.
Over the years I learned that when the initial customer service person balked
or didnt understand (You have to provide a form proving youre
tax exempt), asking for a supervisor, contacting the business office directly,
and most of all persistence eventually paid off. The phone companies always
say they will report my nonpayment to the IRS on a quarterly basis. However, I
have not been directly contacted by the IRS about my nonpayment of the federal
excise tax since the early 1980s. And in only one (or was it two?) instance did
the IRS ever pursue me over the telephone tax. That was in the early 1970s in
Austin when they went to the university where I worked as a teacher and had my
whole salary (about $250) seized for about $5 in the tax. Several months later
the IRS refunded the balance of what they seized minus the tax but PLUS the interest
accumulated on that balance over-seized, which almost wiped out the tax they took!
E.H., New York |