eed1996
New Member

What forms would I use to get a refund on taxes paid on excessive retirement payments which have been returned to the company. Thanks

 

Retirement tax questions

If you returned income to your employer, then your employer should issue a corrected tax form to reflect the actual amount paid to you in the tax year.  If this is retirement income, then your employer should provide a Corrected 1099-R

Contact your retirement plan administrator about this document.  Once you receive the Corrected 1099-R, you will complete an amended tax return and report the amount shown on the Corrected 1099-R.

See the TurboTax FAQ below for steps on how to amend your return.  Select the tax year that applies.

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