Retirement tax questions


@Caseyblue wrote:

Not sure I understand.

 

So if I already filed & received refund, I have until Oct 15 to actually make my 1/3 repayment & do not need to file form 4868 for an extension ?


No.  If you files then the extension to Oct 15 to make the repayment for 2020 is automatic as long as it is made before Oct 15 and you amend by then.

**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.**