Hi @Opus 17:
I received $12K sign-on bonus in 2017. I left the company in 2018 and returned $5K. I filed my 2017 tax and 2018 tax without knowing what is discussed here. I didn't receive any W-2C (Never asked for one). Never signed for the 941-X, etc. Can I amend my 2018 tax (1040-X) taking $5K deduction and explaining in Part III with supporting document that I paid back the sign on bonus? As per 525 page 34-35, method-1 works for me.
FYI- From My HR "You did receive a $12,000 sign on bonus in 2017. And we withheld $5,000 of that sign on bonus over the last two paychecks you received in 2018. This is coded as a miscellaneous deduction not a reduction in gross wages. We will not be sending you a corrected W-2, there is nothing to correct."
