@rmclark wrote:
Some of the tax withheld in my 2020 1099-R was applied to 2019 taxes. How can I account for that in my 2020 tax return. The 2020 1099-R is correct but some of the taxes withheld can't be refunded in 2020 because they were applied to 2019 tax.
Tax withheld on a 2020 1099-R can only be applied to 2020 tax. It goes on the the 2020 1040 form line 25b.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
