@Opus 17 - Thank you again for all the help. Now that I am working this out it is making more sense, but has brought up a few more questions.
Does the total tax amount need to be greater than $3,000 or just the amount I repayed to the company including all taxes? The amount I am entering in the form will likely be less than $3,000 but the total repayment was greater.
Additionally, you metioned decreasing the amount in box 1 of my 2017 return to calculate the taxes which I overpayed on line 56 to than use for the 2018 credit. My bonus was taxed at a higher rate so would this impact doing this method?
Lastly, does something separate need to be done for federal and state or does entering the total amount in the form take care of both?
Thanks again for all the help!
