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New Member
posted Feb 17, 2021 10:33:03 AM

I got tax withheld in my investment account because of incorrect SSN. How can I file for a refund?

I got a tax withholding because of incorrect SSN in my Chase investment account. The IRS automatically withhold 20%+ of the amount of stocks I sold. Now my SSN is updated and just want to know how can I get refunded for the amount withheld?

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Expert Alumni
Feb 17, 2021 11:19:33 AM

When you enter your 1099-B form, Box 4 contains the 20% Federal Income Tax Withheld. You'll get credit for paying it on your 2020 income tax return. The withholding is treated just like the withholding on your W-2. It may increase your refund or decrease the amount due. 

 

When you sell a capital asset, the difference between its cost basis and the selling price results in a capital gain or loss. You have to pay income taxes on the sale of your stock, if you had a gain.