Hi @Opus 17 : Thanks a lot for responding to my question/concern.
Paragraph 1:
1. The HR didn't adjust wages. HR confirmed that and I am also confirming you after taking a look at my 2018 W2.
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2. I paid 5K after tax (from my last two pay stubs) money.
The HR basically didn't do anything. The HR in fact didn't file 941-X.
I would appreciate your feedback on how to amend the 2018 tax? After reading Pub 525, I verified the calculation and deduction is better for me. My questions are:
1. In form 1040-X, do I need to put $5K in column B for the income and deduction item 1?
2. Do I need to explain in Part III Why am I adjusting the AGI?
3. Provide supporting document (email from HR, I pasted in my earlier post and last two pay stubs showing deduction)
4. Do I need to attach or complete any other forms with this amendment?
5. Since the company didn't file 941-X, can I do anything to get back the tax I paid? any form to attach?
Thanks for your response. I appreciate your time.
Best Regards.
