During the 2017 Tax Year I lived in California until March 14th. (relo) My employer didn't change my address till May... How do I get back 2 1/2 months of overpaid taxes?

jamartin1111 · ‎June 5, 2019

Title says it. 01/01/17 - 03/14/17 I lived and worked in San Jose California. I was relocated for work and moved in with a friend in Texas. To my surprise, my employer paycheck after paycheck forgot to change my permanent address. (Which is a whole different story)

How do I get my money back since I overpaid state/city tax for near 2 1/2 months?

Thank you in advance!

***EDIT***

I'm doing State Tax right now. I'm at a part that asks "How much of the $xxx,xxx did you earn while living or working in California?"

Now the blank has the amount that is reflected on the W-2 (Which is wrong and overpaid). Do I erase that and go back to my paystub on the 5/31/17, which is when they finally made the change, to enter that amount?

Lisa995 · ‎June 5, 2019

You'll file a part year CA return...if too much was taken, they will refund it.

♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

jamartin1111 · ‎June 5, 2019

Hi Lisa995, I'm doing State Tax right now. I'm at a part that asks "How much of the $xxx,xxx did you earn while living or working in California?"

Now the blank has the amount that is reflected on the W-2 (Which is wrong and overpaid). Do I erase that and go back to my paystub on the 5/31/17, which is when they finally made the change, to enter that amount?

Again, thank you so much!

Lisa995 · ‎June 5, 2019

You would figure the amount you earned up until the day you moved, do you have the checkstub that ends near the 3/14 date of move?, does it let you change the amount in that "blank"?

♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

jamartin1111 · ‎June 5, 2019

Hey Lisa, Please see above. #1's is the amount the fed is taxing me on. #2 is the amount california is taxing me on. They are different numbers due to me living there "May" cause my employer messed up that part.

During the 2017 Tax Year I lived in California until March 14th. (relo) My employer didn't change my address till May... How do I get back 2 1/2 months of overpaid taxes?

After you file

After you file

After you file

After you file