JohnB5677
Expert Alumni

Retirement tax questions

I'd like better understand your position:

  • You were on unemployment in 2020, and you did get the $10,200 exclusion
  • You're going to amend your 2020 tax return.
  • You received a 1099-R in 2021 that affected your 2020 tax return (This was for $778 of interest)
  • You have a 2020 CD and posted it for the amendment.
  • You also clicked that you did not get the refund after you filed the original tax return last year.
  • The result was a $78 (10%) penalty plus a $1,500 refund.

These are the things to look at to determine what may have gone wrong.

Did you have a refund due on your original tax return?

If you did, did you get it?

How much would it have been?

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