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RD, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 8784
Experience:  CPA, MBA, Over 10 yrs of experience in tax planning and business consulting..
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We have federal income tax withheld from our social security

Resolved Question:

We have federal income tax withheld from our social security retirement checks. We just found out that we don't owe federal tax since we made less than $32,000 but were told we cannot get this money back. Is thistre?
Submitted: 6 years ago.
Category: Tax
Expert:  RD replied 6 years ago.

If federal income tax was withheld than you can get the refund. You will have to file a tax return in order to claim the tax refund.



Let me know if you have any question.


Please note: This advice is provided with the understanding that all the relevant facts have been provided by you. Any change in facts might affect the advice given and hence may not be relied on in such cases. Nothing contained in this reply was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended.

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