41 C.F.R. § 302-17.52

Current through September 30, 2024
Section 302-17.52 - When should I file an amended "Statement of Income and Tax Filing Status" under the one-year process?

You should submit an amended "Statement of Income and Tax Filing Status" to your agency under the one-year process whenever the information on it changes, and you should continue to amend it until you have received the last W-2 from your agency in connection with a specific relocation. In particular, you should file an amended version of this statement whenever:

(a) Your filing status changes;
(b) Your income changes enough that your income, including WTA and RITA, might put you into a different tax bracket; or
(c) You have taxable relocation expenses in a second or third calendar year.

41 C.F.R. §302-17.52

Note to § 302-17.52: Your agency will not be able to use your original or amended "Statement of Income and Tax Filing Status" if you file it after the cut-off date established by your agency in accordance with § 302-17.54(b).