I worked in Illinois but lived in Wisconsin. My employer deducted Illinois tax. We file married filing jointly for federal and Wisconsin. How to get refund from Illinois?

Forum|Forum|2 years ago
March 24, 2024
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We (I and my spouse) live in Wisconsin. I failed to inform my employer not to deduct Illinois taxes. Now we plan to file jointly for federal and Wisconsin state. How do I file Illinois taxes and get a refund on taxes paid to Illinois?

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Mike9241

in addition to Wisconsin, you'll need to file an Illinois nonresident return. Since there's reciprocity between the two states you'll get a full refund of the Illinois taxes but be prepared to owe Wisconsin. You'll need to ask your employer to start withholding Wisconsin taxes or make estimated tax payments. If you don't and also for 2023 you may be subject to Wisconsin underpayment penalties.

tsai69951Author

Thanks for the reply. I am aware that i need to file IL taxes. However, on their website 'Should I file an income tax return if I live in another state but worked in Illinois?', they mention that

If your employer withheld Illinois tax from your pay in error, you must attach Form W-2c, Corrected Wage and Tax Statement, or a letter from your employer, on company letterhead, to your Form IL-1040 to verify that Illinois tax was withheld in error.

How do I get a W-2c from my employer since the error was mine rather than the employer's?

Is there a better way to get back IL refund than filing a W-2c?