Refunds
Refunds
For Tax Year 2021 and After: Tax withheld for workplace municipalities in 2021 and after, while employees worked from home or another location, are available for refund upon receipt of an appropriate refund request. Please be aware that some or all of the tax refunded from the withheld municipality may be due to the municipality where work was actually performed, including the residence municipality.
For Tax Year 2020 Refund Requests: Refunds of the tax withheld for pre-COVID-19 workplace municipalities, while employees worked from home or another location, may not be available until litigation over this issue is complete. As of December 2022, there are several lawsuits in various stages of litigation on this issue. RITA will hold these requests for refund in a suspended status until all litigation is concluded.
For more information, see FAQ - COVID-19 Work From Home Refund Requests.
To avoid delays, use the applicable Form 10A related to each tax year.
Request a Refund
For overpayments of estimated taxes or taxes paid by you directly to your account - The request for refund should be made directly on the Individual Municipal Income Tax Return - Form 37 – Section B, Line 19. If you already filed your annual return, submit a Form 10A. Select Claim Reason 10 on the 10A. To select this reason, your account must have been overpaid from Estimated Tax Payments or a credit/overpayment carried forward from a prior tax year.
Exempt or Incorrect Withholding - All other requests (employer over-withholdings, age exemptions, etc.) MUST be submitted on the 10A. To avoid delays, include all required documentation with your request.
Refund Processing Time
Once RITA has received your request, allow 90 days to issue your refund. To avoid delays, include all required documentation with your request. RITA, unlike the IRS, has a policy of auditing first before issuing refunds which greatly reduces the chances of tax fraud. If you are filing a return by mail, make sure to mail the form to the RITA mailing address designated for refunds, Form Mailing Addresses.
Check Status of Your Refund
Log in to MyAccount and select View Refund Status. You may also call RITA’s automated phone system at 1.800.860.7482.
10A Specifics
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Under 18 (and other age exemptions) Select a RITA Municipality and view the Special Notes for the applicable tax year. If you meet the
age exemption AND your employer withheld local income tax you may be eligible for a refund.
Fill out the Form 10A to apply for a refund.
Separate 10As must be completed for each W-2 or each RITA Municipality. -
Amounts $10 or less will not be refunded.