Get your taxes done using TurboTax

If the amount is less than $3000, you don't, end of story.

 

If the amount is over $3000, you have 3 steps.

 

1. Federal claim of right.  You can claim a special deduction or tax credit for the repaid amount, this reduces your federal tax and offsets the prior federal withholding.  You can take either the deduction or credit, whichever is best for you.  If your tax situation is about the same year over year and you already itemize your deductions for other reasons, the two methods will be about the same.  If you want to take the credit, you need to figure the amount of the credit yourself, by going back to your tax return from the year you got the bonus and recalculating it without the bonus to see how much less your tax would have been if you had not received the repaid amount as income in the first place.  To enter the credit, you need to be using turbotax installed on your own computer so you can enter Forms mode and make the entry, you can't do direct forms entry in TT Online.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/claim-right-repayment/L0aW5v3Tp...

 

2. State claim of right.  You can probably reduce your state taxable through a claim of right, which will reduce your state taxes this year to offset the higher taxes in the prior year, but how to do this in your state and how to do it in Turbotax will depend on your state, you may need to do some research.  

 

3. Social Security and medicare tax.  To claim a refund of the social security and medicare withholding, you must file form 843 with the IRS. This form is not supported by Turbotax and is filed separately from your tax return.  You will also need a letter from the employer confirming that they will not be adjusting or refunding your social security and medicare withholding.

https://www.irs.gov/forms-pubs/about-form-843