REFUNDMN
Level 2
‎02-26-2022 11:55 AM

I have a client that received a W2 for tax year 2019 for $35,000 that had $7,000 Federal withheld and $3,500 CA withheld.  In 2021 the client repaid the $35,000 back to the employer and received a corrected W-2.  For tax year 2021 I filed out IRC 1341 for the $7,000 for the Federal, but where do I put the $3,500 on the CA tax return?  Any help would be greatly appreciated.  Thanks

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sjrcpa
Level 15
‎02-26-2022 12:02 PM

"received a corrected W-2"

What year is on this W-2c?


The more I know the more I don’t know.
Just-Lisa-Now-
Level 15
Level 15
‎02-26-2022 12:02 PM

I just had one of these, I had to pull out the CA instruction booklet to find where/how to enter this.

I took the income reduction on CA, not the credit, Form CA, Part II, Line 16, Column C is where the income reduction goes....you may have to dig out the instructions for claiming the credit instead.

 

*** Oh wait, you said Corrected W2, I think you need to amend the prior year return for a corrected W2.***

I just had a repayment.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
REFUNDMN
Level 2
‎02-26-2022 12:07 PM

2019

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REFUNDMN
Level 2
‎02-26-2022 12:26 PM

I think you are correct, it would be best to just amend the 2019 tax return.

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