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Level 1

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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Level 11

What forms would I use to get a refund on taxes paid on excessive retirement payments which have been returned to the company. Thanks

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.

https://ttlc.intuit.com/replies/3288565

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Level 11

What forms would I use to get a refund on taxes paid on excessive retirement payments which have been returned to the company. Thanks

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.

https://ttlc.intuit.com/replies/3288565