- Line: 28
- Step: 6
- Step Subject: Refundable Credits and Payments
- Instruction Year: 2023
Enter the total amount of income tax withheld for Iowa from your W-2s, W-2Gs, and 1099s. This will be the figure shown in the box labeled βState income tax.β Also enter the total amount of Iowa withholding identified on all K-1s.
Nonresident members - Report amount of composite tax credit from your Iowa Schedule K-1 on line 27, not on this line.
Copies of the W-2s, W-2Gs, 1099s, and K-1s showing Iowa tax withheld must be included with paper filed returns. Photocopies of originals are accepted. Your W-2s, W-2Gs, 1099s, and K-1s must be complete and legible with no alterations.
Employees: If you need a copy of your W-2, first ask your employer as the Iowa Department of Revenue is not able to furnish it to you. If you are unable to obtain a copy from your employer, here are some other possible options:
- Social Security Administration (SSA) - may provide copies of Forms W-2 for retirement purposes at no charge and for other than retirement purposes for a fee. Call 1β800β772β1213, or visit the SSA web site at www.ssa.gov for instructions on how to obtain wage information from the SSA.
- Internal Revenue Service (IRS) β may provide an exact copy of a previously filed and processed tax return with attachments (including Form W-2). You should complete Form 4506, Request for Copy of Tax Return, and mail it to the address listed in the instructions. A fee will be charged for each tax year requested.
Married Separate Filers:
Withholding is reported by the spouse receiving the W-2, W-2G, 1099, and K-1.