Agreed, and if you are still here at this late date. It does remain unclear what we're talking about for each entry.
(I'm submitting a 2021 1040 Extension Return by this weekend. October)
All I know is that I must have overpaid in 2019, and I wouldn't know anything about it. I just worked with the amounts and made entries at the time of the Return in 2019 using the 1099's, 1098's, incomes and expenses from business, and so forth - just as I do every year.
In 2021 I received a check out of nowhere for an amount I apparently overpaid in 2019. There was a letter showing the figures for "your tax calculations" and then for "your pymts. and credits". It would seem that I overpaid in tax estimates and for "other payments". But I wouldn't have known that at time of the 2019 Return.
Do I use the 2 "Forms" or 2 processes mentioned above?
And, are the 2 Forms (entries) to offset each other in 2019 and 2021?
Thanks so much.
