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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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55 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
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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 ...
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1answer
80 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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1answer
72 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
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1answer
169 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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0answers
88 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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1answer
70 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 ...
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1answer
73 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 ...
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2answers
114 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 ...
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2answers
67 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
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1answer
124 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 ...
2
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1answer
228 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 ...
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1answer
54 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 ...
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0answers
11 views

Request two separate P21 Balancing Statements

I need to request tax back for two jobs in 2017. I currently only have a P60 from one of the employers. Is it possible to request a P21 from that side and then request another one when I get my ...
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0answers
97 views

Tax return if wife came later to Germany

I got married on 31st December 2016, but my wife came to Germany 10 months later(End of September 2017), we applied for a change of tax class to 3. which got change in October. During this whole ...
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0answers
172 views

Anybodys tax refund go from approve to being processed?

Hello my 2017 Federal tax refund was approved last week I signed into irs.gov to see if I have a DDD yet and now its saying its being processed. What does that mean? Anybody have that happen? I filed ...
23
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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 ...
3
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2answers
176 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 ...
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0answers
134 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
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0answers
43 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 ...
4
votes
2answers
2k 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
572 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
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1answer
195 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
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1answer
812 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
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1answer
73 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 ...
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1answer
1k 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
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1answer
179 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 ...
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1answer
63 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?
4
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1answer
61 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
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3answers
170 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
150 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 ...
3
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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 ...
4
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1answer
2k 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
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1answer
442 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
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1answer
205 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 ...
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0answers
85 views

Do I need to pay any tax for the current year?

I moved to US in Oct 2016 and was paid for 3 months. Recently my W2 form was generated with a total wages/tips of 26K. From the total income, I have 4 types of tax deducted. Federal income tax ...
1
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1answer
402 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
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1answer
89 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.
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1answer
207 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. ...
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1answer
29 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) ...
2
votes
1answer
208 views

Will the IRS automatically pay me back if I paid them too much?

After the 2015 tax season, the IRS sent me a bill for my 2014 tax (because I made an amendment), which I paid immediately. A few days later, a check from the IRS for my 2015 arrived, which I ...
1
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1answer
839 views

Where to report 1042-S income on California form 540 NR long

In 2015 I was a research scholar in California for 4 months on J1 visa. After I returned to my home country I got a 1042-S form (rather than W-2) from the research organization for which I was working....
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1answer
335 views

How to file Income tax return from Salary certificate of previous employer?

Consider my scenario: I worked in Company A - where my salary was below taxable limit. (< 2.5 lakhs), thus my employer issues me a "Salary Certificate" and no Form 16. I left this company in ...
1
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1answer
585 views

How to submit missed LIC premium receipt and reimburse in Tax filing using cleartax.in

I missed to submit one of my LIC premium receipt for reimbursement. As the deadline is over and I am filing using clearTax.in site, Does anyone know how to submit the LIC premium receipt and get ...
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1answer
51 views

Get rebate if investment tax credits exceed taxes due?

If I get a large investment tax credit that exceeds the taxes that I owe, do I get a tax refund, or is the credit lost? If excess credits cannot be turned into a refund can I defer them to another ...
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1answer
44 views

Withdrawal of provident fund

It has been one year I've worked with an multi-national company and now I am quitting my job and flying abroad. I want to close my provident fund account and get the money credited to me. What is the ...
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0answers
75 views

How to declare foreign benefits in German tax refund?

I did an internship in Germany last year and now I am trying to fill the tax refund papers with the Elster online tool. I received the summary of paid taxes etc. from the company and my German income ...
2
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1answer
51 views

Filing 1040-NR when I have been outside the US the entire year?

Hypothetical Scenario: I work as an employee (not a contractor) of a US corporation based in UT I am not a permanent resident of the US (i.e. no green card or US citizenship) I am an Indian citizen ...
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1answer
71 views

To know if you have filed taxes before in Canada?

I am in Canada, I recently filed my taxes with HR block I was supposed to get close to $3500 back accord to HR Block because I hadn't filed for two years(at least I am 95% sure I have). I just got a ...
1
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1answer
346 views

W2 has shows only one state tax

I am an international student and was working for a company for my summer internship (June to Sept) in Minnesota and hence was taxed as per minnesota.For my fall(Sept-Dec) I returned to california and ...