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Q: How do I get aback the taxes withheld by the plan ambassador of my 401(k) back I formed over a distribution? I formed over a alimony administration from a above employer to an IRA aural the appropriate 60-day period. I formed over the net bulk received, as able-bodied as the bulk of tax withheld by the employer, in adjustment to abstain any taxation.



 A: You will accept to delay until you book your tax acknowledgment to access a refund. Any bulk withheld by the employer should be included with all added taxes withheld and entered on Line 63 of the 1040. The employer will accelerate you a Form 1099-R that shows the withholding. You would attach a archetype of the 1099-R with your W-2s to the tax return.

These questions are absolute inquiries submitted by taxpayers to our AARP Tax-Aide Program. The AARP Tax-Aide Affairs is a volunteer-run, chargeless tax-preparation and abetment affairs offered to low- and middle-income taxpayers with appropriate absorption to bodies age 60 and older. Our volunteers are accomplished and IRS-certified to accept alone federal-tax issues. Our volunteers accommodate tax abetment as a accessible account and cannot agreement the accurateness of the advice provided.



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