Questions tagged [income-tax-refund]

This tag is to be used for questions related to refund of income taxes from a tax authority. A country tag should also be specified along with this tag, as tax rules vary from region to region.

Filter by
Sorted by
Tagged with
2
votes
0answers
44 views

I filed a FICA return and sent it to the IRS, but my company sent me a W2C and also refunded the money. What should I do?

I am an F1 student <5 years in the USA and am eligible for FICA refunds. I contacted my company and told them that I will be requesting the IRS for the FICA refund as I was very close to the last ...
1
vote
1answer
57 views

Colorado 529 withdrawal income tax recapture and AOTC

In Colorado contributions to the state 529 plan are deductible from State income taxes. These income taxes are recaptured if a non qualified withdrawal from the plan is made. My husband (the ...
0
votes
0answers
28 views

Tax Refund after deadline [U.S.A] [duplicate]

I did not submit my tax refund copy this year until the deadline (earlier this month). I don't owe taxes, but I was getting some tax refunded to me. Is it possible to get the tax refund if you miss ...
1
vote
0answers
51 views

Received a tax refund check after my business' checking account is closed and the entity's dissolved

I had an LLC and closed the LLC's checking account. Then the LLC was dissolved a few months back. A couple days ago, I found out that my business received a tax refund check two months ago, but I'm ...
1
vote
1answer
46 views

AMT credit against regular tax

I live in California. After having paid AMT for the last few years, this is the first year when my regular taxes are higher than AMT. This seems to mean I have accrued AMT credit over the last few ...
0
votes
0answers
17 views

Do I need to report state tax refund if I did not itemise my deductions in the year I paid taxes? [duplicate]

I had not itemised my deductions in 2017 and received a state tax refund for that year. The FTB (California) did not send me a 1099G either. Do I need to report that refund for 2018 taxes?
0
votes
2answers
68 views

Dependent filing taxes as Head of Household

Just wanted to know what would happen if my biological father filed taxes with himself as the head of household and me as a dependent and I file the taxes as the head of household with no dependents. ...
2
votes
0answers
33 views

Portioning taxable state refunds when living and working in different states

I live in Indiana, but work in Illinois -- some of my job contracts are on-site in Illinois, and others are remote work. Last year, I received a taxable state refund from Illinois. In my Schedule NR ...
0
votes
3answers
91 views

Deferring a W2 income to another year for tax return filing

I worked for 3 companies in two states. I moved to my current company on Dec 1, 2018. I got bonuses and sign-on bonus from all 3 companies (although I returned the sign-on bonus to one because I left ...
3
votes
2answers
264 views

Deutschland Einkommenssteuererklärung / Germany income tax return

I recently moved to Germany with my spouse and I started to work in November 2018. We got married before moving to Germany. We have both been assigned tax class IV. In my pay slips of November 2018 ...
1
vote
2answers
365 views

Why do we pay taxes on something that we can later deduct from taxes?

I live in Germany and have been asking myself this for quite some time. When I hire and pay a craftsman in Germany, I pay taxes. These taxes are paid by the craftsman to the state. At the end of the ...
28
votes
5answers
12k views

How does the government shutdown affect tax returns?

Has a government shutdown in the past affected tax returns? In terms of refunds, is there anything to be expected differently based on historical precedent?
3
votes
1answer
624 views

Income taxes for sign-on bonus

I just joined a new company, and I'm in the US. As my first paycheck, I got my sign-on bonus and regular bi-weekly salary both in the same paycheck, summed together. Does it make any difference in ...
-1
votes
1answer
83 views

tax income - working less than 12 months

If I work less than a year (6 months) and I earn 26,000 per annum. However, I didn't work before, therefore in March the overall amount will be apox. 13,000. Am I entitled to the tax return as they ...
0
votes
1answer
94 views

Will the IRS return some of the taxes imposed at a higher level than normal on a severance payment?

Say a former employer pays out a lump-sum severance, and say that payment has taxes withheld at a higher than normal rate. Will the difference between that tax amount and my regular payroll tax rate ...
4
votes
2answers
2k views

What do I do if an IRS check doesn't arrive?

We got a letter from the IRS stating that we get a substantial refund for a tax withholding. However, the check never arrived even after waiting for a couple of months. (On top of that: We live ...
1
vote
1answer
111 views

Question about federal taxation of state refund (US)

I'm doing my 2017 taxes and I've been extremely confused by how federal taxes treat state refunds. Here are the details: In 2017 I paid $750 as part of my filing for an extension for my NY 2016 state ...
1
vote
1answer
104 views

Injured spouse tax refund

My wife has some student loans from 5 years before I met her. We usually file a joint return (although that's less important now that I likely won't get Earned Income Tax Credit). So I have to file a ...
2
votes
1answer
195 views

Do you pay less US income tax if you withhold more?

I always assumed that the amount you withhold from a salary for federal income taxes does not change the amount you actually pay in taxes, but simply how much you get back or pay when you file your ...
1
vote
0answers
92 views

Do I have to file a tax return for 2017 if my only income was a tax refund? [duplicate]

In 2016 I did a summer internship at a technology firm in California. Came from Europe on a J1 visa. Filed a 1040NR-EZ, and got a tax refund in 2017. Now, as I understand, state tax refund is taxable ...
1
vote
1answer
118 views

Swedish tax agency skatteverket.se reports an higher annual income than actual. How to verify?

I'm expat no longer living in Sweden but need refund form skatteverket.se. The income reported seems higher than actual received. Actual received is reverse calculated from salary and other benefits ...
0
votes
1answer
89 views

How long can I back file for a tax return from the IRS?

Recently my mother filed her taxes for this, and the previous year but it's unclear of how long we can go back. The IRS representative officially said due to the statue of limitations we can't file ...
2
votes
2answers
117 views

Deducting a house under a family member's name but paid by another family member?

Although I'm in Puerto Rico, this is more of a general question in the US. We recently purchased a house, and it's in my parents' name because they have excellent credit. But I'm paying the monthly ...
1
vote
2answers
71 views

How does the timing of estimated tax payments relate to the state and local tax refund worksheet?

The instructions for the Form 1040 State and Local Income Tax Refund Worksheet (Line 10) say that the worksheet cannot be used if (among many other things) the last payment of estimated state or local ...
2
votes
1answer
132 views

Didn't mark that I had a checking account for direct deposit on tax filing, will I have my returns rejected?

I submitted by taxes electronically through TurboTax and I realized that when I submitted my bank info in order to receive my returns via direct deposit, I didn't mark that it was a checking account ...
3
votes
1answer
604 views

How to redeem California tax income return warrants?

During 2016, I have overestimated my state taxes; as a result, the state of California have issued a "tax refund warrant". This is what it looks like (with personal identifiers removed): So, in ...
1
vote
1answer
64 views

State wages not from state where I was living

In my W-2 I have State wages from MA and corresponding state taxes were withdrew from my salary. But I lived actually in other state. When I completed taxes in turbotax, I thought it should ...
23
votes
5answers
16k views

My tax refund is exactly $3000. Did I hit a cap?

My tax refund this year will be $2,043 from the federal government, and $957 from New York State. That comes out to exactly $3000. I figure the chances of that happening are pretty low. Is there some ...
2
votes
2answers
183 views

Adjusting tax withholdings to reduce refund

I apologize if I am simplifying or not understanding this correct so bare with me. I am getting a decent amount of money back around tax time as a refund and I would like to see more of that money ...
1
vote
0answers
198 views

US Citizen living abroad: Can I put a foreign address on I-9/W-4 forms, for tax return purposes?

I am US Citizen, currently living abroad and work for a company in the USA. I was asked to fill out the I-9 and W-4 forms and was wondering what address to list. my us or foreign address. Specifically ...
3
votes
0answers
90 views

Can I file for federal tax returns for the year 2016 from India?

I was working in US in 2016 while on a project but now I am in India. How do I file for tax returns from India for 2016? I tried e filing through an agent last year but I provided my US postal ...
5
votes
2answers
8k views

How much of my state income tax refund is considered taxable income?

Under the previous tax law, if you itemized and deducted your state income taxes but then got a state income tax refund, the refund was considered taxable income in the subsequent year's federal ...
6
votes
4answers
582 views

Recovering tax money from previous years

Last year I made a reasonable salary and paid nearly 40K in taxes. However, this year I have been living off of savings and have had zero income. I would like to recover some of the money I paid in ...
2
votes
1answer
369 views

Should I pay taxes all at once at the end of the year or on each paycheck?

I am in Canada. I am trying to understand if it would be better to pay my taxes all at once at the end of the year or keep them deducted from my pay. What are the advantages of having them deducted ...
2
votes
1answer
943 views

INCOME TAX E-filing - post office saving bank IFSC code? (AY 2017-18)

My query is regarding IFSC Code for Post Office Saving Bank. I tried to find everywhere including visiting the bank but they say they have no IFSC Code. Now as per the new income tax form (ITR 1) (...
2
votes
1answer
87 views

Home Loan rebate in Indian Income tax

I had taken a home loan in Jul 14. Took possession in Mar 16. Since the loan was partially disbursed I was paying the Pre-EMI’s till Feb 16. EMIs started from March 16. YEAR PEMI INTEREST ...
-2
votes
1answer
3k views

PayStub - What is Employee ID?

Would anyone be so kind to please explain what is Employee ID and where can I get this information online on my own? The term "on my own" means that I want to find this myself without asking/calling/...
4
votes
1answer
192 views

What happens to money paid by IRS in fraudulent refund?

Please forgive my ignorance with this question... According to FRAUD Magazine and Identity theft tax refund fraud, fraudulent refunds cost billions of dollars a year. The article lists some ...
0
votes
1answer
66 views

When is a sole trader liable for a tax refund?

In what situation do businesses receive tax refunds for their business in Australia? What are the requirements of a sole trading business to be liable for a tax refund?
3
votes
1answer
65 views

How to file for a U.K. income tax refund after you return to your own country?

I live in Spain. I worked in the UK for 6 months only, being taxed around 70 pounds a month. I am back in Spain now. I was told I could get a tax refund for not hiting the minimum. I earned around ...
4
votes
3answers
245 views

Federal taxes for nonresident alien whose only income in 2016 was a 2015 state tax return

I am from Europe, and I did an internship in the US (California) in 2015. When filing my 2015 taxes, I ended up having to pay some small difference for the federal taxes, but got a refund on my state ...
5
votes
1answer
189 views

Can I claim moving expenses if I my company paid for the relocation?

I moved from Pittsburgh, PA to San Jose, CA for a new job. My new company paid me $7500 after tax (13,340 before tax). This amount is included in box 1 of my W-2 which I think means it is classified ...
2
votes
1answer
1k views

U.S. nonresident alien: Is my state tax refund taxable?

I am nonresident alien student in US from India and filing 2016 federal tax using 1040-NREZ. I used itemized deductions in 2015 federal taxes (standard deductions). I received state tax refund last ...
3
votes
1answer
4k views

Turbo Tax says return was approved, IRS refund status shows processing

After I e-filed my taxes through Turbo Tax, I signed up for the text notifications so that way I didn't have to keep checking the website/app. I got a text message saying that my return has been ...
5
votes
1answer
774 views

If I claim a dependent who owes back taxes, is my refund at risk?

He has had his "refund" confiscated by the IRS in past years to pay back taxes, but didn't make any money last year. He lived with me for the entire year. I want to claim him as a dependent on my ...
6
votes
1answer
223 views

Is Maryland's Wynne Tax Refund taxable on my federal return?

In 2015, the Supreme Court found a local taxation detail in Maryland unconstitutional as double taxation (Comptroller of the Treasury of Maryland v. Wynne). Residents who doubly paid could then fill ...
1
vote
1answer
635 views

Income tax relief on existing home loans for NRI

I have a rather (IMO) complicated situation, I'd like some clarification on a few points (Note: all dates, names and numbers below are fictional, just made up to clarify the situation) India, Sep/...
0
votes
1answer
149 views

How do I sign into the IRS to check the status of my refund?

I would like to check on the status of my refund. I have a username and password for the IRS written down, but I can't find the login page.
1
vote
1answer
254 views

I have not yet got my United States tax refund for 2015, don't know why

I filed taxes for 2015 and had to verify identity. I called, and they said that I proved identity, but I never got the refund. I called IRS several times. They kept telling me that nothing was wrong. ...
0
votes
1answer
30 views

Income Tax Filing for Invoices that are for client supplies/infrastructure

Can someone provide me information on how taxes are impacted in the following scenario: I am a web developer My clients are charged for infrastructure setup fees (such as hostnames, servers, etc) ...