I retired with a nice pension, from a large pension fund. I worked as a contractor at a gov't job with Employer A, while I received pension payments.   Each employer is affiliated with the pension fund.  One month in 2016, I exceeded the annual working hours allowed by the pension, and was given an option to repay that amount in a lump sum,  which I did in 2020.    My pension fund send me a form letter documenting the repayment, and suggested two things: "the repayment may be used as a deduction or a credit on your current and / or previous tax return(s)..."   And; as per IRS Ruling 2004-84, "....for over payments repaid via lump sum in a tax year subsequent to the Year(s) in which the over payments were incurred, the recipient may be entitled to a deduction under IRC 165(a) on his/her individual tax return, but the repayment amount would not reduce the amount of the recipient's gross income reported for any previous tax year(s). "    Since I already filed my 2016 Return, I would like to know how I can obtain a 2020 tax credit for that $9000? I generally use your TurboTax Premier product. Thank you!  ... View more

The Gov't Pension fund will not issue me a corrected 1099R, but I do have their documentation supporting the over payment and validating my reimbursement. ... View more