My ex-wife is 69 years old, she received $13,307.00 from Social Security. She withdrew 18,000 from an IRA to pay off her car. Can she recover some of those Taxes paid?

She has to report on her federal tax return the information on the Form 1099-R she received for the distribution from the IRA.

She also has to report the Social Security benefits she received as shown on the SSA-1099 that she received.

She may or may not get a refund of the federal or state taxes withheld and reported on the Form 1099-R.

Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

• Married Filing Jointly - $32,000
• Single or Head of Household - $25,000
• Married Filing Separately - 0

She can file a tax return and enter the SSA1099 and the 1099R she has.  As for whether she gets a refund----let the software figure that out.  The tax that was withheld when the money was taken out of the IRA was an estimated amount---just like when you have money withheld by employers and they put it on a W-2.   If too much was withheld, you get a refund.  If not enough was withheld, you owe tax due.

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.