- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Are there any follow up on best solution for this issue? Two options I have considered are:
1. Filing an IRS Form 843 requesting a refund of the excess withholdings, or
2. Claiming a credit for the excess withholding amount in Line 72 of Schedule 5 of
income tax return on Form 1040
‎June 12, 2020
10:55 AM