Dear Community,
I had 2 employers in 2018. For one of them, I had to repay a bonus in 2019 that I received in 2018. I repaid the gross amount as they stated that they would not issue a W2c. Then several months later in 2019, I received a W2c from them despite their prior statement. Boxes 3-6 were reduced for the amount of my gross repayment, but not box 1 (Wages). I ran these new numbers through a 1040-X and it appears that I might owe more taxes because box 1 has remained unchanged while withholding has decreased. Can you confirm if this seems the the correct outcome?
I have not received a check in the mail from my former employer for the recouped withholding but they have also sent my W2c to my old address. If they confirm that they never sent a check to me for the withholding, do I have the legal right to request it from them? Alternatively, if my former employer gets the gross bonus repayment from me and keeps the recouped withholding (essentially recouping the withholding twice), does the IRS have a right to refuse payment or compel them to pay me?
I look forward to your replies.
