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March 10, 2021
Question

How do I apply my refund from 2019?

  • March 10, 2021
  • 1 reply
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I overpaid for 2019, received mail notice August 2020 that I was due refund. Have not received refund, do not know how (where on form) to apply to return for 2020. Thank you!

1 reply

March 10, 2021

Check your IRS Letter carefully. 

 

If you received a Refund for 2019, make sure the letter is not indicating a different refund amount, in which case you may be getting the difference between your original refund and the amount in the letter.

 

Or, if the refund amount in the letter is less than the refund you actually received, you may owe additional tax.

 

If this does not apply to you (you owed in 2019 on your original return), and you have not actually received the refund indicated in the letter, you don't need to enter it in your 2020 return.

 

If so, after you receive the refund, you will get a 1099 form to report this in your tax return for 2021. 

 

Click this link for more info on IRS Notices