Individual FAQs - Refunds - 2106 Expenses
RITA has 90 days from the date a complete refund request is received to process the refund. RITA reviews refunds to ensure all requests are valid.
To avoid delays, include all required documentation with your request.
Log in to MyAccount and click on View History. You may also call our automated phone system at 800.860.7482 and follow the prompts.
Generally, yes if you work in a RITA municipality that has an exemption. Complete the Form 10A and follow the directions for Claim Reason Number 1.
NOTE: Exceptions to the 18 years of age or older exemption exist. For more information, visit the RITA Municipalities, select the RITA municipality in which you worked and review the Special Notes section that relates to the appropriate tax year.
What should I do if I am owed a refund from my municipality of employment, yet I owe additional municipal income tax to my resident municipality?
If the employment municipality is a RITA member, fill out the Form 10A, Line 5 ("Amount of over withholding you want applied to your individual or joint account.....") to apply the overpayment to your resident tax balance.
If the employment municipality is not a RITA member, you need to contact that taxing authority and pay RITA the additional tax owed to your resident municipality.
Beginning with Tax Year 2018, the unreimbursed employee expense (Form 2106) deduction has been eliminated for federal income tax purposes for most employees and municipal income tax refunds for this reason are not available for most employees.
Qualified performing artists, fee-basis state or local government officials and employees with impairment-related work expenses may still claim a refund for this reason. Complete the Form 10A, Claim Reason Number 2 and submit a copy of page 1 of your Federal Form 1040 and Federal Form 2106.
For Tax Year 2017 and prior, complete the Form 10A and follow the directions for Claim Reason Number 2.
If you are required to file a RITA return, fill in Line 19 on the Form 37.
If you have already filed Form 37 or are not required to file, fill out the Form 10A, check Claim Reason Number 10 for overpayment. Employer certification is not required.
No. Stock options are taxable unless they have been specifically exempted by your work and/or resident municipality. For more information, visit the RITA Municipalities, select the municipality and review the Special Notes section that relates to the appropriate tax year.
My former RITA municipality employer withheld local tax for severance pay. Can I receive a refund of these taxes?
No. Severance pay is considered taxable to the former RITA municipality of employment.