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Retirement tax questions
The federal taxes withheld shown in box 2 of the W-2 do not mean this is the amount of tax refund you will receive.
If your total tax liability is less than the total tax payment then you will receive tax refund for the overpayment.
Look at your federal tax return, Form 1040 for the tax liability and the tax payments.
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
January 16, 2024
7:36 AM