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Retirement tax questions
Sorry, I should have added more info on my last reply. Due to inheritance in 2021 I will have a substantial tax bill for 2021. So my guess is I should:
- pay what I owe before April 18 without filing my 2021 return
- file for extensions (multiple?) so that I don't file my 2021 return until January 2023. (I've never filed for extensions before, no idea on rules on that.)
I'm thinking this now because if I file now, the missing 1099-R will cause me to probably have to amend my 2021 return anyway once it arrives (ironically the earned interest calc is simple, easy, precise and only a few dollars and so it's a big mess for a few bucks) but why not just wait and file 2021 once I have all the needed docs a year from now?
‎February 16, 2022
5:00 PM