Q: I received pension as a survivor benefit from my father, federal tax was taken out. Is that refunded at tax time?
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A:
When you receive a survivor benefit with federal tax withheld, you might be eligible for a refund when you file your tax return. Whether you get a refund depends on your total income and the amount of taxes you owe for the year.
When you file your taxes, the federal taxes that were withheld from your pension are applied to your overall tax liability. If the withheld amount is more than what you owe, the excess will be refunded to you.
Make sure to accurately report your pension income and any other sources of income you have. Additionally, take advantage of any deductions or credits you qualify for to maximize your potential refund.
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