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What forms would I use to get a refund on taxes paid on excessive retirement payments which have been returned to the company. Thanks
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June 6, 2019
11:14 AM
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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.
June 6, 2019
11:14 AM