Hello,
In 2020, my current employer offered and paid in advance of a relocation allowance that is great than $3000. With the Pandemic situation, my management agreed last year (2022) to let me continue work remotely. As I did not relocate, Payroll is asking for the payback of this allowance....
I had reported and paid the tax in my 2020 Fed/CA filing and filed on time before April 2021. Now, in 2023, Payroll said they will send me a letter of payback evidence for IRS after I they receive my one lumpsum payment and they will provide a letter for a backup document for IRS, but Payroll will not provide a revised 2020 W2.
Questions
- can I still file a 2020 Amendment some time in 2023? Is it still within the 3 years limitation for filing amendments?
- since I won't get a 2020 W2-C from my employer (after I complete the payback in the next few months) and this allowance was taxed as my income in 2020, where and how do I submit this allowance amount in my 2020 amendment filing? Do I adjust the Box 1 of W2 entry in 2020 TurboTax amendment or as a deduction item somewhere? (I used standard deduction in 2020 filing)
- Do I need to file an amendment for Fed and one for CA state in 2020?
- Do I also need to file amendments for 2021 and 2022 (for both Fed and State)? since the AGI from 2020 will be changed?
Thank you
