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North Shore-LIJ Health System, Inc. - Medical Resident FICA Refund Claim Status Update

October 15, 2013

We are pleased to announce that refunds have been processed for all those employees who submitted timely consent forms, with the exception of Staten Island University Hospital (still pending refunds from the IRS). Please review chart for information on covered years and payments made.

Keep in mind that the interest the IRS is paying on these refunded taxes is taxable in the year it is received, regardless of whether or not you receive a 1099-INT from the system. If the interest you received totals $600.00 or more, the System will file Form 1099-INT, Interest Income, with the IRS and provide a copy to you in January 2014 for the tax year 2013.

Please be advised that although you were informed in a prior correspondence that the Health System may seek refunds for FICA Taxes paid for services performed by Medical Residents for periods after April 2005, the IRS has denied our claim because of the Supreme Court decision in Mayo Foundation for Medical Education and Research V. United States. Accordingly consistent with the Supreme Courtís Ruling, the Health System will not seek any further refunds on behalf of Medical Residents, and no additional payments will be paid based on Medical Residents FICA issue.

refund summary
refund summary
refund summary
refund summary