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.

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How to calculate interest on amount due with an amended return?

With my original TY2020 return I got a refund of about $5000. It turns out though that I missed some information and once I've amended it I owe about $1000 back (so the refund should have been $4000). ...
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What methods exist to verify if my tax return was received by the IRS?

I finished my taxes on February 15th. However, TurboTax had a bug that prevented e-filing. I waited until the 22nd, and when it still wasn't fixed I just mailed a paper copy of my taxes. I started ...
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Life span of overpaid tax applied to next year?

Assuming tomorrow is the last day to claim a refund on my 2018 US federal income tax return, instead of asking for the "amount I overpaid" to be refunded to me, may I apply it to my 2019 ...
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Didn't receive tax refund due to incorrect account number

I requested the IRS to send my 2021 refund to two different accounts, in one of them it came through just fine. In the other, I wrote the wrong account # so it never came to me. (it's a vanguard ...
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0 answers
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Received child tax credit refund after owing federal taxes

I filed my taxes (married filing jointly) in early February and owed $2,075 in taxes on AGI of $160,750. I have 2 children (ages 6 and 8) who I claim as dependents. We were issued 6 monthly payments ...
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1 answer
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US Income Tax: Continuing Education Deduction for New Job

I started a new job as a manager in September 2021. This was my first management job. In October 2021 I spent $52,000 on a continuing education course (executive education) focused on leadership. The ...
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1 answer
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H4 EAD, Married, wants to file tax separately. What would be implications on green card processing?

I am married and currently working full time on H4 EAD. Last year we filed tax jointly but each of us felt we received less returns than expected. Also the refund goes to my spouse's bank account ...
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Can I still get my 12k personal allowance back if I've lost it because of a bonus (total annual income over 100k)?

I am UK based and I had got a good bonus in April 2021 which tipped me over 100k, for example, let's say that's an annual incoming of 125k between April 2021 and April 2022 including the good bonus. ...
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  • 115
2 votes
1 answer
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USA | Error in Online filling IL state income tax return

This question is relevant for people in USA only. I am trying to file Illinois state tax return online. I am a first time filer with Illinois (the system is supposed to work for first time filers.). ...
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1 answer
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Can a dependent based on 2020 taxes claim the 2021 Recovery Rebate Credit?

So I graduated college in 2021 and based on discussions with my parents they are not going to claim me as a dependent for the 2021 tax return, but they did for 2020 and 2019, I'm not sure which year ...
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2 answers
481 views

Does overpaying estimated taxes lead to loss of non-refundable tax credit?

Say: My total fed tax liability is 60K. I've made estimated payments of 65K. (keeping withholdings out of picture here for simplicity) I'll expect a tax refund of 5K. I also installed solar panels and ...
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2 votes
0 answers
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Does a delayed refund suggest that an audit is likely?

My US federal tax refund is taking an unusually long time to be issued this year. I e-filed my return 3.5 months ago and the IRS Refund Status page just says it is "still being processed". ...
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Is it possible to refund the previously paid taxes by changing the LLC to S-Corp?

If someone starts an LLC in the US with F-2 visa, then he do apply for EB2-NIW green card and get EAD/AP combo card: 1- Can he change the LLc to S-Corp using this EAD/AP combo card? 2- After he ...
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0 answers
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How do I get tds refund when the processed ITR mentions 0 as tds refund? (India)

While filing itr the auto populated information showed that I am eligible for a refund but after the itr has been processed by the officer there is no indication of tax refund in the processed ITR. ...
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4 votes
1 answer
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What counts toward the tax free limit for pension contributions in the UK

I understand I can contribute up to 40k (or 100% of salary) in one financial year, and I will receive tax relief on these payments. I was working on this assumption: employer pension contributions + ...
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3 votes
1 answer
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Can one have prior years’ United States income tax refund carried over to later years?

Forms 1040 and 1040-NR allow overwithheld tax to be refunded via direct deposit onto a U.S. bank account or mailed as a check. However, there is a time limit for direct deposit. For example, see the ...
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3 answers
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Sharing tax return with wife?

My wife and I have been separated for nearly 2 years, but are still legally married and filed our tax return jointly. All my income was on a W2, and totaled $140k. I had taxes withheld as normal, so ...
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1 answer
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State tax refunds for non-resident aliens and excess

According to the instructions for Form 1040-NR-EZ, tax payers must refer to Publication 525 to decide if any of the state tax refunds need to be listed as additional income in Line 4. Here, for Non-...
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2 votes
1 answer
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How to file a claim with the IRS on refund check not received

The IRS "Where's my refund?" site says they mailed a check a while back but we've yet to receive one. Your refund was mailed on December 2, 2019. For information about how to file a claim because ...
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4 votes
4 answers
2k views

When will I get my Federal refund if I file today, given the deadline has been extended to July 15th?

Due to the covid-19 pandemic, the Federal government has decided to extend its tax filing and payment deadline to July 15th. So, if I were to file today, will I get my refund check in the mail this ...
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1 vote
1 answer
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Does federal tax refund check mail contain SSN or any personal information?

I lived in a residential apartment and someone took my federal tax-refund check mail and opened it. It's my first time to file federal tax return and I had no ideal what was in side that mail. Does ...
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0 votes
1 answer
50 views

Where can I report my Social Security retirement benefit from form SSA-1042S in the form 1040NR?

I started receiving my retirement benefits from SSA last October 2019 after 2 years of processing time. They paid me a large sum corresponding to all months (25) of back pay and I received also my ...
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3 votes
4 answers
261 views

How to get a refund from the IRS if taxes were over-withheld?

Here is my timeline: I did not work in 2019 until Sept 23; Sept 23, 2019 start a job with 36% of every paycheck withheld for tax; Jan 10, 2020 got laid off; Jan 15, 2020 got a partial paycheck ...
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0 answers
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Can't file 1098-T electronically on Turbotax or Credit Karma

Historically, I've been able to claim the American Opportunity Credit that would give a surplus refund of $1000 to help with school while being a full time student and not working
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2 votes
2 answers
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How to get refund with 1040X on amended 1040NR?

I forgot to claim standard deductions of $12000 (nonresident alien, for Indian students) on my 2018 1040NR. So I am filing a 1040X. For the incorrectly filed 1040NR I received a $600 refund, but in ...
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5 votes
1 answer
2k views

Is my tax return refund unsually late?

Around May this year (2019) I submitted a (late!) tax return for the 2017 fiscal year. I did so by generating the form with some tool, and then mailing it to the IRS office that was specified online. ...
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5 votes
1 answer
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What happens if the IRS owe me refund, but I file my taxes after the extension deadline of Oct 15?

What will happen if I overpaid the taxes on the extension form, but failed to file before Oct 15 deadline ? Do I lose any of the refund ?
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1 vote
0 answers
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IRS (USA) Form 843 - What if you missed the three year deadline to file?

I want to file 843 for a refund for my SS and Medicare taxes. I filed it on 3/30/2016. And it seems like I have missed the deadline [3/30/2019]. What are my options to claim the refund?
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3 votes
1 answer
98 views

Higher-rate Tax rebate on Pensions (UK)

Suppose you are a higerh rate Tax earner, and you pay into a monthly pension. As per these questions: Payroll pension contributions- UK higher rate tax relief UK income tax relief on pension ...
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1 vote
1 answer
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How can I claim the tax while filing ITR2 in India on the Joining Bonus Recovered by the company?

I am a salaried person in India, so Indian Income Tax laws are applicable on me. In the 1st financial year 2018, the company pays the joining bonus (in month: August 2018). The company includes the ...
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2 votes
0 answers
77 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 ...
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1 vote
1 answer
338 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 ...
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0 votes
0 answers
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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 ...
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2 votes
0 answers
744 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 ...
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  • 121
1 vote
1 answer
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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 ...
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0 votes
2 answers
86 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. ...
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2 votes
0 answers
37 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 ...
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0 votes
3 answers
199 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 ...
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  • 435
3 votes
2 answers
383 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 ...
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1 vote
2 answers
400 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 ...
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27 votes
5 answers
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?
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3 votes
1 answer
691 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 ...
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  • 435
-1 votes
1 answer
121 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 ...
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0 votes
1 answer
99 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 ...
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4 votes
2 answers
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 ...
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  • 337
1 vote
1 answer
146 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 ...
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  • 851
1 vote
1 answer
144 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 ...
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2 votes
1 answer
223 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 ...
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1 vote
0 answers
94 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 ...
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1 vote
1 answer
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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 ...
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