I filed an amended tax return for 2020 in 2022. I will get more of a federal and state refund back now. Should I include this refund in 2021 taxes or 2022?

jack2728 · ‎March 3, 2022

As I was filing my 2021 taxes (it is now March 2022). I realized a mistake in my 2020 taxes. I amended them and sent in a 1040x and state amendment. I will get an additional refund from both federal and state. Do I need to include this additional refund on my 2021 taxes or my 2022 taxes?

xmasbaby0 · ‎March 3, 2022

You will include it on the tax return for the year in which you actually receive the refund---so not 2021. 2021 is over. If you itemized deductions for 2021 then you will enter it on your 2022 return next year---assuming you receive the refund during 2022.

**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.**

jack2728 · ‎March 3, 2022

Thank you! I have been getting a lot of different answers from people, but this makes the most sense.

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I filed an amended tax return for 2020 in 2022. I will get more of a federal and state refund back now. Should I include this refund in 2021 taxes or 2022?