Let me first start off by saying that I have been searching for the answer for many months, including on this site (so, sorry if someone else has already asked this question); however, all previous posts were not from the 2018 tax year except for one. That one was answered before the 2018 tax forms came out, and the answer in that post was simply that they didn't know until the forms came out (not very helpful at all). BTW: I did file a tax extension simply because I couldn't figure this out.
So here it is: I was paid a signing bonus ($5,000) in 2017 and repaid it in full, including taxes, in 2018. When I was paid the signing bonus in 2017, I was still in the process of relocating for the job (from MA to FL), and so in addition to federal taxes ($1,250), social security taxes ($310), and medicare taxes ($72.50) being withheld, MA state taxes ($235.49) were also taken (total of $1,867.99). I now fully live in FL, which does not have a state income tax. How do I get back the federal, social security, medicare, and state taxes that were paid on the signing bonus? (I suspect the state tax may be an issue given that I don't have a state tax form to fill out for MA this year) I attempted to enter it as a claim of right repayment greater than $3,000 and it did not change my refund at all. Also, when I enter in the amount of repayment, is that meant to be the
amount of "over payment" in the repayment, as in the amount of taxes paid
back, or the whole $5,000 that was paid back? By not getting any additional refund, it suggests that I have to pay to work at my previous employer, as I had to shell out money when repaying them. Please guide me in the right direction so that I am not having to pay for technically unearned compensation. Thank you in advance!
