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neta5z9
New Member

I took out $12,500 from IRA I withheld some taxes, the company paid the state taxes to a state I had just moved from. How to I make sure that I do not overpay taxes?

 
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3 Replies

I took out $12,500 from IRA I withheld some taxes, the company paid the state taxes to a state I had just moved from. How to I make sure that I do not overpay taxes?

Next year you will simply file that state's return to get back any excess withholdings taken. 

neta5z9
New Member

I took out $12,500 from IRA I withheld some taxes, the company paid the state taxes to a state I had just moved from. How to I make sure that I do not overpay taxes?

can I file w/ that state this year instead?

Hal_Al
Level 15

I took out $12,500 from IRA I withheld some taxes, the company paid the state taxes to a state I had just moved from. How to I make sure that I do not overpay taxes?

Q. can I file w/ that state this year instead?

A. No.  If the money was withheld in 2023, you will not be able to get it back until 2024, when you file a 2023 tax return for that state. 

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