yes or no: Can I report fed taxes paid in 2024 for 2022 return? After filing, I received a late 1099(?) from a financial institution therefore not prev reported as income

Forum|Forum|11 months ago
April 15, 2025
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yes or no: Can I report fed taxes paid in 2024 for my 2022 return? History: After filing, I received a late 1099(?) from a financial institution (small inheritance after my mom's death in 2022) therefore not previously reported as income on fed nor state filings

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xmasbaby0

Employee

The money you paid to the IRS for a previous year’s federal tax return is not deductible, so you do not enter it anywhere on your 2024 federal return. If you paid taxes due in 2024 to your state or local government, you can enter that by going to Federal> Deductions and Credits> Estimates and Other Taxes Paid> Other Income Taxes. You can enter the taxes you paid, but do not include any penalties or interest.

There are several states that allow you to enter the federal tax you paid on your state return--Alabama, Iowa. Missouri, Montana, and Oregon. If you are filing in one of these states watch for the deduction when you prepare your state return.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DavidD66

It depends on what type of tax payment you are referring to. If you made an estimated tax payment for 2024 you may be able to get the IRS to apply that payment to 2022. If you are referring to tax withholding from your pay, you can't apply that to another year. If you are a referring to a tax payment you made with your 2024 tax return, probably not. You can always call the IRS and ask. The way some payments are applied can be changed, others cannot.

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christylindsayrnAuthor

it was not an estimated tax payment nor was it tax withholding from my pay. The income statement (1099) was from a small inheritance I received after my mom‘s death and it arrived after I had already filed my 2022 returns and made payment owed on my other income. Since it arrived so late, it was not reported on my federal or state returns. I received a notice of delinquency from the IRS and paid that amount in 2024

VolvoGirl

Employee

You are good then. No you can't enter that on your 2024 return.

VolvoGirl

Employee

And did you amend your 2022 return to add the late 1099? Just checking.

christylindsayrnAuthor

I did not. But because the financial institution sent the 1099 to both me and the IRS, the IRS then sent me a notice of delinquency and told me the amount owed (no penalty) I paid that amount in 2024. I never claimed said income on my 2022 tax returns.