topic Re: adjusted refund in After you file

adjusted refund

bn156 — Mon, 09 Mar 2026 06:31:57 GMT

received a letter in may 2021 and check from irs that they changed 2020 form 1040sr and gave a refund. did not get a 1099-g. where does this money get entered for 2021 taxes?

Re: adjusted refund

ee-ea — Fri, 01 Apr 2022 00:31:50 GMT

It does no get taxed

Re: adjusted refund

bn156 — Fri, 01 Apr 2022 00:46:26 GMT

also received a refund this year (2/22) after the last estimated tax payment in January. shouldn't this be entered somewhere to offset the estimated tax payments for 2021?

Re: adjusted refund

DianeW777 — Fri, 01 Apr 2022 12:05:02 GMT

It depends. If you applied a refund from 2020 to your 2021 estimated tax payments and then the IRS refunded that money to you instead then you should adjust your estimated tax payments for 2021.

If you did not apply any of a refund to your 2021 estimated tax payments, from your 2020 tax return, then there is no adjustment to make.

Where do I enter my estimated tax payments?