On my 2018 return I did not claim tax that was withheld by a retirement payer. Can I use that money to pay 2019 taxes or must I file an amended return for 2018?
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On my 2018 return I did not claim tax that was withheld by a retirement payer. Can I use that money to pay 2019 taxes or must I file an amended return for 2018?
On my 2018 return I did not claim tax that was withheld by a retirement payer. Can I use that money to pay 2019 taxes or must I file an amended return for 2018?
You need to amend 2018. When you entered the 1099R you didn't enter the amount in box 4? If you missed it the IRS might have added it for you and increased your refund or sent you a check if you overpaid the tax due.
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