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mulekick
Level 2
Jan 7, 2026 12:41 AM UTC
Question

pay back sign on bonus

Client received sign on bonus received $5000, left before the required time and has to pay back, however, it spans two years.  How does she get credit for the pay back? 

 

3 replies

sjrcpa
sjrcpa
Level 15
Jan 7, 2026 1:01 AM UTC

Research repayment under claim of right

The more I know the more I don’t know.
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    Jan 7, 2026 1:15 AM UTC

    Pub 525, Page 37  Repayments

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      TaxGuyBill
      Jan 7, 2026 3:45 AM UTC

      If she hasn't paid it back yet, she should pay back the gross amount MINUS the FICA taxes.

      Many employers tend to ask for the entire gross amount back, but there is no reason to give the employer the FICA taxes back because the employer will/should-be amending their 941s to get FICA back.

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