After reconciling all info, research, it does not appear I can get anything back from IRS until >May 2023. The 1040X is not going, according to your saying I should not amend it since only 3-6 boxes on W2C are populated. Wonder if I manually fill out 1040X, attach the 1-2 pages+ original 2020 1040, W2C + my explanation, will IRS reject it saying YOU CANNOT amend it because only boxes 3-6 are populated on your W2C. Technicality?
I did calculate out the correct $6600~, printed as you suggested. I should have included it in the 2021 filing weeks ago as 'tax credit' with all the supporting documents. Now I have one more chance in April 2023 to do it. 'You have up to 3 three years to do it.....' Really one only has three chances, not 3*365, over 1000 days anytime to get the money back. The seemingly gloriously convenient 1040X is just conveniently not designed for this. In this specific case, the Turbo Tax software is not going anywhere except providing 1-2 pages of revised calculation (I sought all combination of buttons at the software). I am not normally the person who does the tax annually. Asked a pro yesterday. She said she does not know the software. She has not done this relocation package thing for years, but I should not have to wait until 2023. I am pondering if I should hire her or I actually have to wait for 2023 regardless who is trying on my behalf. She did say since the company has told me they have credited my tax at IRS, the $ should already be sitting at IRS waiting for me.
