LynneG
New Member

Retirement tax questions

I was behind in filing my taxes.  I did not owe anything.  Instead, I only delayed receiving my refund for those years.  Instead of using TurboTax, I went to an CPA in 2018 in order to file all three years at once.  I now have three (3) 1099-G forms for each year and am wondering the best way to handle that.  It looks like my CPA filed everything with one form for 2018.  When I claim them should I, therefore, group them all under received for year 2018?  I am not sure how to break them down the way the TurboTax form suggests.