Hi @Opus 17 & @AmyC
I'm looking to file my 2020 taxes now, and wanted to confirm something. Is it true that I can only use the IRS 1341 Claim of Right Credit if I'm doing itemized deductions vs. Married Joint Filing (which is what I usually do)?
To remind you, I repaid $7.5k of sign-on bonus (paid to me in 2019) in 2020 when I quit through an adjustment against my 2020 performance bonus. My understanding was that I could claim the federal & state tax of the $7.5k in my 2020 returns but it looks like it can only be done through itemized deductions which in my case is less than Married Filing Jointly.
Please advise - very grateful for your help!
thanks!
