Re: Grievance Letter - Formal Compliant - Incorrect Tax Withholding

From
Chantal-Marie Grinstead <chantalmarie.grinstead@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Teresa Heit <teresa.heit@thekey.com>, The Key HR Business Support <hrconfidential@thekey.com>
Date
Thu, 3 Apr 2025 13:48:40 -0500
Folder
INBOX
--000000000000d0fefe0631e4382d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi there, Yes, I will look into this and reach out if I have any questions. Thank you, Chantal Grinstead HR Generalist (West & Midwest) | TheKey 737-279-5928 x130008 *** I am located in the Central Time Zone and I am sending this at a time that suits my schedule. Please do not feel obligated to respond outside of your designated working hours. *** On Thu, Apr 3, 2025 at 9:26=E2=80=AFAM Timothy Thomas wrote= : > Hi Chantal-Marie, > > Could you please assist us with Ali's email below. Teresa and I are unsur= e > how to proceed. > > Thank you > Tim > > ---------- Forwarded message --------- > From: Teresa Heit > Date: Thu, Apr 3, 2025 at 10:23=E2=80=AFAM > Subject: Fwd: Grievance Letter - Formal Compliant - Incorrect Tax > Withholding > To: Timothy Thomas > > > Please see below. > > ---------- Forwarded message --------- > From: Ali Curry (McHargue) > Date: Sat, Mar 22, 2025 at 2:45=E2=80=AFPM > Subject: Grievance Letter - Formal Compliant - Incorrect Tax Withholding > To: Teresa Heit > > > *To Whom It May Concern,* > > My name is Alison Curry, and I am the Caregiver Manager for TheKey of > Kansas City. I am formally submitting a grievance regarding a tax > withholding issue that arose in 2024. > > In late 2024, I noticed a change in my take-home pay and, after some > inquiry, met with my General Manager and Senior Payroll Specialist, > Germaine Daniels, in November 2024. During this meeting, I was informed > that due to a global outage with the Workday system, Missouri state taxes > had been incorrectly withheld from my paycheck. As a result, the amount > originally deducted for Missouri state taxes was redirected to Kansas sta= te > taxes. > > During our meeting, I specifically asked Germaine whether this would caus= e > any issues when filing my taxes in the spring, and unfortunately, she was > unable to provide a definitive answer. I also informed payroll that I had > not requested any changes to my tax deductions and expected them to remai= n > consistent with what I had filed upon hire. > > Germaine advised that if I was concerned, I should seek counsel from a ta= x > advisor or request additional withholding to cover any potential > discrepancies. However, I did not receive clear guidance on how to procee= d > with this. > > Fast forward to February 2025, when my spouse and I filed our taxes, we > were informed that we owed state taxes in both Kansas and Missouri, > totaling $1,331.00, with only a $46.00 federal refund. Additionally, our > tax advisor mentioned that we were being issued an "underpayment penalty" > due to insufficient withholding throughout the year, which we believe is = a > direct result of the incorrect deductions made by TheKey. > > Given this, my spouse and I are requesting a reimbursement from TheKey to > assist with repaying the owed taxes, as the issue stems directly from the > company's incorrect withho