@dmertz @ThomasM125 I filed the tax return for 2020 and got a notice from IRS that 'We have reduced your penalty for failing to pay estimated taxes Refund: $1836'. If you haven't already received a refund $1836, you should receive it within 4-6 weeks, as long as you don't owe other taxes or debts we're required to collect.
I filed the tax return for 2021 and received my tax return. I didn't get any other notice from IRS. I went and checked my IRS account transcripts as well. I could see that my 2020 return was processed but my tax return was not refunded to me. It is showing credit balance of $1836 for 2020. The only reason I could think of on why I didn't get the refund because I contributed excess Roth IRA in 2020 and didn't file Form 5329 with my return. Is there anyway to check that with IRS?
When I file form 5329 for 2021, will they apply the deduction on my 2020 credit balance or should i make a separate payment?
