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Form / evidence needed for IRC 1341?

Forum|Forum|7 years ago
June 6, 2019
1 reply
3 views

I am filing a Claim of Right (method 2) per IRC Section 1341 for repayment of (bonus) wages. Through this forum, I have figured out how to enter it in Schedule 5 (TurboTax allows this is the desktop-version only). My question is: do I need to provide the IRS any worksheet or form to justify the value claimed?

Note: Turbotax does not allow e-file for this type of adjustment, so I will snail file. (BTW, this also means I must snail file the state returns, for which TurboTax already collected e-file fees. sigh.)

TurboTax Deluxe Windows

Best answer by JohnW15

The IRS doesn't require any paperwork with your IRC 1341 claim, but since you're paper-filing anyway, it wouldn't be a bad idea to attach your computation sheet to the back of your return. It could possibly head off an audit.

Level 10

The IRS doesn't require any paperwork with your IRC 1341 claim, but since you're paper-filing anyway, it wouldn't be a bad idea to attach your computation sheet to the back of your return. It could possibly head off an audit.