akumarz3
Returning Member

Get your taxes done using TurboTax

Hello @Opus 17,

Thank you so much for wealth of information. I just wanted to confirm what I learnt here.

My daughter had to pay bonus back (about 8000$) that she received in 2019 but then paid in 2020 through her last paycheck and also a personal check that she wrote to them.

Company issued her W2C for 2019 but had only changes on line 3-6. Box-1 was not changed.

What I have gathered is for 2020 taxes (she has not filed yet) - she can file schedule 3 - line 13 by checking D option and reporting her credit by redoing her credit for 2019 with what was paid and what she would have paid if bonus was not included.

Much appreciate your confirming - this is really beyond my league and trying to help her get some money back.

 

Thanks,

AK