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Level 2
posted Feb 19, 2023 12:36:55 PM

Refund owed from 2021 amended return. Should I assume it will be paid when filing 2022?

In my initial 2021 tax filing, I overpaid my taxes by ~$2,000.  I subsequently amended my return (electronically) but have not received a refund yet.  "Where's my refund?" cannot find the status of my refund, but I was able to reach an IRS rep by phone, and they told me they have received my amended return, and to be patient.

 

When I file my 2022 tax return, should I report the refund that I'm owed (and which TurboTax has on file) as if I've received it?  Or go with the data on my original return where I overpaid?  Or does it even matter? (I'm not sure how either case will affect my 2022 return)

 

Thanks for any advice.

0 2 268
2 Replies
Level 10
Feb 19, 2023 1:54:36 PM

What you paid on your 2021 return has no effect on your 2022 return. They are handled separately.

Level 2
Feb 19, 2023 2:51:05 PM

Thanks!