Drphibes
Level 7

Hey everyone, so spouse died in 2018, surviving spouse got a 2019 W-2 for deferred comp payment and RSU's liquidated.  The company withheld taxes (not supposed to).  If the company had not withheld taxes it is just a matter of putting the income on the return with a letter of explanation.  Question is what do I do with the withholding the company has done in this case?

 

Thanks in advance!

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