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Retirement tax questions
When you enter your investment sale, there is a box that says I have more info to enter that I don't see. When you click on that box, you will see where you can enter your tax withheld. If you already filed your tax return, it is likely the IRS will refund the withholding as they have a record of it and will normally return any excess not reported on your tax return when they process it. If not, you can file an amended return to get the excess taxes refunded.

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‎February 20, 2025
1:50 PM