Retirement tax questions

Your tax return must be mailed so that you can attach a copy of the Form 8288-A.  The IRS requires a copy so that they can verify the withholding because this is not a common occurrence.  Their time difference for connecting these documents to a taxpayer's return is extremely lengthy and could hold up your refund for months.

• How to report. You must file a U.S. tax return (Form 1040-NR, 1041, 1065, or 1120-F) to report the sale or other disposition as effectively connected with the conduct of a trade or business in the United States. To receive credit for any federal income tax withheld shown in box 4, attach Form 8288-A to your tax return, unless you make a request for early refund. Foreign partnerships should report the credit for withholding on Form 8804 and attach Form 8288-A. See Pub. 515 and Pub. 519 for more information.

Keep a copy of everything with your return so that it is readily available should you need it later.

1. How do I print and mail my tax return?
2. Where to mail/file paper tax returns? (TurboTax will provide the mailing addresses for both federal and state returns.)

If you mail your tax return you can include the Form 8288-A copy B with your return as proof of Foreign Investment in Real Property Tax Act (FIRPTA) tax withholding. Include the amount in your tax return by using the steps below.

1. Sign into your TurboTax account > once inside the return select Deductions and Credits at the top
2. Scroll to Estimate and Other Taxes Paid > Show More > Start/Revisit beside Income Taxes Paid > Scroll to Other Income Taxes Paid in 2022
3. Continue to Start Withholding not already entered on a W-2 or 1099

This will allow both federal and state additional withholding not entered in any other location.

For Future Use:

You can file a Form 843 (Claim for Refund), together with a Form 8288-A, to show the estimated tax on the sale. This is the IRS's official process for obtaining an early refund of FIRPTA withholding.

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