Individual FAQs - Refunds

When can I expect my refund?

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.

How do I check the status of my refund?

Log in to MyAccount and click on View History. You may also call our automated phone system at 1.800.860.7482 and follow the prompts.

I am under the age of 18 and my employer withheld local tax. Am I eligible for a refund?

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.

Do I need to complete a separate 10A Form for each W-2 employer?

Yes.

I have Federal Form 2106 expenses, how do I apply for a refund?

Complete the Form 10A and follow the directions for Claim Reason Number 2.

I overpaid my estimated taxes. How do I apply for a refund?

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.

My employer withheld local taxes for stock options, can I receive a refund of these taxes?

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.