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How do I get my Voluntary Tax withheld refund?

Does the IRS office have paper forms to file income tax return?
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5 Replies

How do I get my Voluntary Tax withheld refund?

I have to guess what you mean by "my voluntary tax"--- do you mean you had extra tax withheld from your paychecks?   All of the tax that was withheld from your paychecks will be shown on your W-2.  There is not a "special" place to show it or a special form.  Just enter your W-2 exactly as it appears.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
ColeenD3
Expert Alumni

How do I get my Voluntary Tax withheld refund?

If you need paper forms you can go to the IRS website and print anything you want.

 

IRS.gov

 

 

How do I get my Voluntary Tax withheld refund?

Seems many people don’t know about other income tax statement forms other than a W-2.  
please, look up the SSA1099.  That is the IRS from that applies to many people collecting social security. 
now, How do I File to get my refund? 
the IRS.gov does not work for a smart phone.  I don’t have a computer. Only a smart phone. 

How do I get my Voluntary Tax withheld refund?

That doesn’t work for me. All I have is a smart phone. And, their website doesn’t work for electronic filings using a smart phone. 
the local IRS office does not want visitors to seek paperwork to file tax return.  The so called free filing services are not that; but complications are their forté. 

How do I get my Voluntary Tax withheld refund?

@503g782855 Your question is still so vague we are not sure what you are talking about, but now you are mentioning Social Security.  So do you mean you get Social Security and had tax withheld from your Social Security benefits?   You have to enter the SSA1099 into the software and enter the tax withheld in order to get a refund.

 

And you can use the Free Edition for that on your phone.   SS mails out your SSA1099 in January.  If you lost yours or did not receive it you can look for it on the Social Security web site.

 

 

Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

HOW TO GET SSA-1099

If you cannot find your SSA1099,you can get one from your nearest Social Security office, or there is a way to go on the Social Security website and request one.  Go to www.ssa.gov  You have to create an account with a user name and password.

https://www.ssa.gov/myaccount/replacement-SSA-1099.html

https://www.ssa.gov/onlineservices/

https://www.ssa.gov/myaccount/

 

 

 

Or if you are confused by how to file a tax return, you could seek free help from VITA:

Help for elderly taxpayers   Volunteer Income Tax Assistance VITA

 

Income below $58,000

 

https://www.benefits.gov/benefit/1543/

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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