Employee Financial Difficulty Income Tax Question

Employee Financial Difficulty Income Tax Question

Employee Financial Difficulty Income Tax Question

My first two checks after transferring were about $100 short because my employer took out that amount for AZ state tax.

It should have been less than $20. I can't seem to catch up. I need to register my car, etc..

When asked if they were going to reimburse me (fix it), they said it had already been sent in.

I know they are not sent in more than quarterly. What should I do?

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Jan 20, 2024
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starstarstarstarstar 		Over withheld State Taxes
by: BB

To address the issue of overwithheld state tax, you should take the following steps:

Check Your Pay Stub:
Review your pay stubs to confirm the overwithholding and ensure there are no errors in your understanding of the deduction.

Communicate with HR/Payroll:
Reach out to your HR or payroll department to inform them of the discrepancy and request clarification on the overwithheld amount.

Submit Correct Forms:
If an error is identified, submit the necessary forms to correct the state tax withholding. This may involve submitting a new W-4 or state equivalent form.

Request a Refund:
If excess state taxes have already been remitted, inquire about the process for obtaining a refund. Employers typically remit state taxes to tax authorities on a regular schedule.

Keep Documentation:
Maintain records of your communications, pay stubs, and any forms submitted for future reference.

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Past Employment

by gloria gallegos
(denver, colo. usa)

Looking for former address of mine for proof of residency through tax refund,1963-64, or 1964-65

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Jan 20, 2024
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starstarstarstarstar 		Find Your Former Address
by: BB

If you need proof of residency for the tax years 1963-64 or 1964-65 and are looking for a former address, consider the following steps:

Check Old Documents:
Review any old documents, letters, or tax records from that period. These may contain your previous address.

Contact Tax Authorities:
Reach out to the relevant tax authorities or government agencies from that time. They may have archived records that can provide proof of residency.

Request IRS Transcript:
Contact the IRS and request a tax transcript for the specified years. It may contain information about your reported address.

Check Local Archives:
Visit local archives or historical societies in the area where you lived during those years. They may have records that could help establish your residency.

Contact Previous Employers:
If applicable, contact any previous employers from that time. Employment records may include your address.

Consult Family and Friends:
Reach out to family members or friends who may have been aware of your address during that period.

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Statutory Employee

by Tammie
(Georgia USA)

I am employed by a hospital as a full time home based Medical Transcriptionist. My employer provides the computer equipment and reimburses me only for the internet service. They with hold all taxes and I receive full benefits. Do I qualify as a statutory employee to take deductions (schedule C)for business use of the home for expenses that I am not reimbursed for?

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Unreimbursed Employee Expenses

by Jay
(San Francsico, CA)

I work for a community college and get reimbursed for some of my required travel but other times there is no reimbursement for the travel. At times I might pay $150.00 for a hotel but only get reimbursed $115.00 because that is what they reimburse. (We are not considered government employees so we do not usually have access to government hotel or car rental rates. You usually cannot find a hotel or car rental for what they state is your reimbursement rate.) Can I deduct the $35.00 difference? I have looked at the IRS website and publication 511 but it does not address the difference between the amounts.

Hello Jay,

Thank you for your inquiry.

Any out-of-pocket travel expenses not reimbursed by your company would be deductible as an un-reimbursed employee expense on form 2106. This would then flow through as an itemized deduction on Schedule A.

Please keep in mind it would only end up being a benefit if your itemized deductions total more than your standard deduction as you get to deduct whichever is greater.

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