My employer paid state income tax to GA all year, however I am a resident of FL (no state income tax). I did not notice the issue until early January and was able to get a W-2c from my employer. How do I recoup the money that was paid to GA in income tax? I filed a non resident return with GA and selected 0 for state income, and updated the W-2 information with the correct W-2c info. However I did not immediately get the state income tax I paid in the GA return according to TurboTax. Any ideas of how I would get that money back?
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If you filed a non-resident return with Georgia, it should have shown you due a refund of 100% of the amount of GA tax withheld. Did the corrected W-2 show Georgia tax withholding?
The correct W-2c shows what was previously reported in box 15 (GA), 16 (state wages) and 17 (state income tax), and the updated correct information for box 15 (FL), 16 (state wages) and 17 (state income tax). I updated the above boxes in the W-2 on turbo tax to match the updated W-2c sections. Hope that answers your question.
I'm not sure you answered the questions. You need a W2 that reports what your employer actually did (whether it was correct or not). The W2 is just letting the taxing agencies (and you) know who they paid taxes to from your pay. Again whether the withholding was correct or not doesn't matter. You will use that information to complete your tax return to calculate what taxes should be paid to the corresponding state and be refunded any amount of overpayment.
So if your employer paid taxes to GA from your pay hopefully the box 17 that corresponds to a box 15 GA shows that and then you can file a tax return to get those taxes refunded.
If however, the employer did not pay taxes to GA from your pay then there will not be a GA box 15 with a corresponding box 17 amount and you will not need to file in GA.
Having said that, if your employer actually paid taxes to GA from your pay but there is no W2 line with GA box 15 and a corresponding box 17 amount then you have nothing to get refunded according to that W2.
Once you have a correct W2 that shows what amount of taxes from your pay were actually paid to what state you can complete and file your tax returns in those states to reconcile and get whatever taxes were overpaid, refunded.
You will enter the information from your form W2 in the federal "Wages & Income" section. Then in the state interview you will allocate wages according to your residence and work states.
Assuming you did not physically work in GA for that GA employer and you were not a resident of GA, then you would allocate zero wages to GA. Any taxes withheld and paid to GA shown in box 17 with GA in box 15 will be refunded.
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