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Level 1
January 26, 2023
Question

I took a retirement incentive and received payment in the form of a $52,000 paycheck - is this correct?

  • January 26, 2023
  • 2 replies
  • 10 views
is there a way to claim it separately?  60% was taken in taxes and I'm not getting any of it back!

2 replies

Level 15
January 26, 2023

You mean "separately from your tax return"? The answer is no. "Separately from your spouse" possibly. Do you live in a community property state?

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fanfare
Level 15
January 26, 2023

what tax document did you get showing the incentive and the withholding amount?