Hi all,
I know this might be a redundant topic that people might have discussed on the forum, but I didn't see a near similar case so I'd like to reach out and ask for help.
I started a new job back in Nov. 2022 and had received a sign-on bonus package. There are 2 parts of the sign-on bonus, first part would be the actual sign-on bonus, which is around $20,000 USD, and second portion would be a relocation reimbursement, which in total is around $13,000 USD. The sign-on packages were given out at different time, due to part of it was related to reimbursement and I came at a very late time in the year. so the receive timeline looks like this.
2022/11 -> first package of the bonus, around $20,000 pre-tax.
2023/09 -> second package of the bonus, around $12,000 pre-tax.
Fast forward to July of 2024, when I left the company, they asked me to repay full amount ($32,000) of the sign-on bonus which I paid back in check.
Now the company said they can't issue me a W2-C form for the past years (they didn't mentioned if they can do the W2-C for year 2024), and I'm not sure what to do to get my tax return.
Since I left in 2024 July, should I ask the company to deduct the repaid sign-on bonus from my 2024 paychecks and issue a W2-C for 2024 so it can be deducted this year? or is there anything else I need to ask the company to do so I can amend tax return for 2023 and 2022? or do I just simply needs to file a separate form for 2024 tax return and get return from there?
I'm not familiar with all these stuff and still learning, would appreciate all the helps,
thanks,
