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posted Apr 14, 2025 11:05:10 PM

Should I get this amount refunded? On my 1099-R, I had $612.00 withheld for Federal income tax. This was not included on my return.

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1 Replies
Level 15
Apr 15, 2025 6:21:36 AM

Do you mean that you did not enter the tax withheld when you entered your 1099R?  Did you just skip entering that box when you entered your 1099R?

 

Or do you mean that you expected to get it all back?

 

You had tax withheld from the distributions from the retirement account, just like when an employer withheld tax from your paychecks.  When you enter it all into the software, the calculations are done to reconcile the amount of income you received and the amount of tax that was withheld.  You might owe more or you might get a refund.