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Question

Recieved a refund from IRS of almost $5000 in tax year 2008 from an amended return tax year 2005, when I made an early withdrawal from a 401K plan. The amended return was filed because I was awarded a total disability in tax year 2007 retroactive to 2005. I recieved a 1099 on the interest $900, but nothing on the return of the tax overpayment. Is remainder not taxable?

Submitted: 222 days ago.
Category: Tax
Value: $15
Status: CLOSED

Accepted Answer

Hello swedish,

The only time a tax refund is taxable is if you receive a refund of your state taxes in a year when you itemized your deductions.

Federal tax refunds are never taxable income to you. The only thing that would be taxable is the interest they paid you.

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Expert: Merlo
Pos. Feedback: 99.8 %
Accepts: 
Answered: 4/15/2009

Accountant

25+ years tax consulting. Specializing in returns for US citizens living abroad

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