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am61014
New Member

I live in Illinois and work in Wisconsin. My W2 has WI state witholding and I'm not supposed to pay WI sales tax. How do I get it refunded.

 
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5 Replies
DS30
New Member

I live in Illinois and work in Wisconsin. My W2 has WI state witholding and I'm not supposed to pay WI sales tax. How do I get it refunded.

In order to get the full refund of your WI state income tax withholdings, you will need to file a nonresident WI return but report zero "0" income from WI (even though you do have WI wage income). You need to file your WI return this way because IL does not allow a credit for tax paid to a reciprocal state on wages, salaries and commissions. If tax was withheld by a reciprocal state (WI), you must file directly with the state for a refund of those taxes. You must mail in this WI nonresident state income tax return and include your state W-2 information. You will want to include an explanatory statement with your WI return stating your situation (that your WI employer withheld WI taxes from your wages in error due to a reciprocal agreement with IL).

You can add a state under the state taxes tab.

I live in Illinois and work in Wisconsin. My W2 has WI state witholding and I'm not supposed to pay WI sales tax. How do I get it refunded.

I am in the same situation, resident of IL working in WI.  I am trying to file for my refund on Turbo Tax for WI, but it won't let me advance because I need to indicate which WI county I lived in on December 31 although I previously declared I lived in Illinois all of 2018.

I live in Illinois and work in Wisconsin. My W2 has WI state witholding and I'm not supposed to pay WI sales tax. How do I get it refunded.

I am in the same situation, resident of IL working in WI.  I am trying to file for my refund on Turbo Tax for WI, but it won't let me advance because I need to indicate which WI county I lived in on December 31 although I previously declared I lived in Illinois all of 2018.
SraLUZ
New Member

I live in Illinois and work in Wisconsin. My W2 has WI state witholding and I'm not supposed to pay WI sales tax. How do I get it refunded.

My nephew is in almost same situation.  I am doing his taxes, but I never saw a W-2 with two states (WI & IL).  The problem is my nephew moved to IL in April of 2018; therefore, he never worked in WI.  He never notified his employer that he was living in IL so they deducted taxes in both states.  Now when I try to do his income tax it says that he owe over $700 in IL, and since WI doesn't have all their forms ready I cannot figure out the other state.  But now this reciprocal agreement states that he is supposed to pay taxes only in the state he lives (which is IL) because he should of NOT pay taxes in WI, but he did!

Anonymous
Not applicable

I live in Illinois and work in Wisconsin. My W2 has WI state witholding and I'm not supposed to pay WI sales tax. How do I get it refunded.

to avoid Wi withholding you must file with your employer the form at this link

https://www.revenue.wi.gov/TaxForms2017through2019/w-220.pdf

 

 

if you did, you, your employer should have withheld Il w/h not WI.   you can talk to your employer about this. no assurance they'll do anything.

 

 

if they don't,  you'll have to file a nonresident return in Wi and you will owe Illinois income taxes

 

Residents of Illinois, Indiana, Kentucky, or Michigan Don’t include on line 1, column B, wages earned while a
resident of one of these states. Under agreements with these 4 states, Wisconsin doesn’t tax the wages of their residents.
If your only Wisconsin income is wages earned in Wisconsin while you were a resident of one of the above states, and
you are filing to get a refund of Wisconsin tax withheld in error, fill in 0 on lines 1 and 31, column B. Fill in the Wisconsin
tax withheld from your wages on lines 59, 70, 71, and 72. Enclose your Wisconsin W-2(s). Sign your return (both spouses if filing a joint return).

 

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