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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1answer
63 views

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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0answers
37 views

State tax refund for internship in another state - F1 student

So I am an international student on F1 in California since Sep. 2018, and did a paid internship in New York in Summer 2019. Several questions: For federal tax return, do I just sum the income (and ...
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3answers
159 views

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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1answer
26 views

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-...
2
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1answer
249 views

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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4answers
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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0answers
27 views

Should I file Form 1045, Application for Tentative Refund, or just ignore it?

I've entered my data into several online tax prep sites. One of them, TaxAct.com, says I should file Form 1045 because I have a business loss this year. Apparently if I do a carryback I will get a ...
1
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1answer
166 views

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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1answer
31 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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4answers
220 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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0answers
42 views

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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2answers
62 views

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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1answer
255 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. ...
5
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1answer
100 views

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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0answers
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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?
3
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1answer
73 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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1answer
39 views

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 ...
2
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0answers
63 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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1answer
185 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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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 ...
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0answers
370 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
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1answer
55 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 ...
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2answers
77 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
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0answers
34 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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3answers
152 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
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2answers
341 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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2answers
389 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 ...
27
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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
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1answer
658 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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1answer
115 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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1answer
96 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
127 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
134 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
200 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
93 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
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1answer
157 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
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1answer
97 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
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2answers
118 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
76 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
153 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
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1answer
1k 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
69 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 ...
22
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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 ...
2
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2answers
190 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 ...
2
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2answers
388 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
92 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
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2answers
9k 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
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4answers
586 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
455 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 ...