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I am active duty military and I received a small bonus last year that was taxed. How do I file that in my taxes to receive that taxed portion back?

Forum|Forum|6 years ago
June 4, 2019
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Best answer by DanielV01

It depends, but it's likely included in your W-2. The Active Duty w-2s I've come across either report the bonus on it's own separate w-2 or include the amounts in the wages (box 1) and Federal Tax withheld (box 2) amounts. Because of the requirements of withholding tables, bonuses generally have a large amount of taxes withheld taken out from them. However, bonuses do increase your wages, which creates more tax. Therefore, while you will likely get a portion of these extra taxes back, you might not get all of them back.

DanielV01Answer

It depends, but it's likely included in your W-2. The Active Duty w-2s I've come across either report the bonus on it's own separate w-2 or include the amounts in the wages (box 1) and Federal Tax withheld (box 2) amounts. Because of the requirements of withholding tables, bonuses generally have a large amount of taxes withheld taken out from them. However, bonuses do increase your wages, which creates more tax. Therefore, while you will likely get a portion of these extra taxes back, you might not get all of them back.

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