Tax Refund Pension

Tax Refund Pension

Question: What tax form do I need to fill out to get a Tax Refund on my 1099 R (my only income this year)?

I have been abroad this year and the only earned income I got was a pay out of $500 from a pension plan from my previous job. I paid tax on this amount and want to get the tax back. Could I fill out a regular 1040EZ and say this 1099R form is my W2?




Answer: No.

You need a 1040A or 1040.

Communities taking back tax breaks

CHICAGO – Cash-strapped communities have a message for corporations that promised jobs in return for tax breaks: A deal’s a deal.

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