Overpaid state taxes

Forum|Forum|2 years ago
February 13, 2024
1 reply
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If state taxes were incorrectly held from my paycheck due to moving to a new state, and my employer filed a refund request and received the refund for these funds, how do I get my refund?

Not A Product Question

AmyC

Employee

The employer got your money back so the employer owes it to you. The w2 should not reflect state wages and taxes paid since they were refunded.

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Michelle2001_Author

Do you mean the employees revised W2? And is it safe to say, the W2 should only be revised once the employee was refunded by the employer? Is any further action required on behalf of the employee? Last, can the employee still file for a refund directly with the state?

AmyC

Employee

1. Revised w2 - not sure what you have and what it shows. If the state has taken your social security number from the employer and credited your payment back to them, there is no credit left in your account with the state so you would not be able to get a refund easily. Maybe the employer said they would file and didn't if your w2 shows the tax paid.

2. If the employer paid the employee back the funds, then the employee no longer paid the tax and the w2 should be blank.

3. Talk to the employer. Did they file for a refund? Did they get the money? Are they returning it to you?

4. If you have a w2 showing state tax paid and records of your conversations with your employer, then you may be able to file a tax return and prove your case so that they can go after the employer again. This could be a very long process for them to figure out the issue and your rebuttal. You may get a refund right away and then a notice or you may not get a refund and just a letter.

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