Skip to main content
November 8, 2021
Question

Has anyone received a refund for the unemployment tax refund? if yes, is there anything that needed to be done to get it?

  • November 8, 2021
  • 1 reply
  • 0 views
No text available

1 reply

rjs
Employee
November 8, 2021

Go to the following link for the latest IRS information about the status of the unemployment refunds.


IRS issues another 430,000 refunds for adjustments related to unemployment compensation


You do not have to do anything to get the refund. The IRS is sending them automatically to everyone who is eligible. You will get an additional federal income tax refund for the unemployment exclusion if all of the following are true.

 

  • You reported unemployment benefits as income on your 2020 tax return, on Schedule 1 line 7.
  • You did not get the unemployment exclusion on the 2020 tax return that you filed. The unemployment exclusion would appear as a negative amount on Schedule 1 line 8, with the abbreviation UCE on the dotted line to the left of the amount.
  • Your tax on Form 1040 line 16 is not zero.
  • Your Adjusted Gross Income (AGI), not including unemployment, is less than $150,000. In other words, Form 1040 line 11 minus Schedule 1 line 7 is less than $150,000.