USA Overpaid Capital Gains 2013 and 2014

[David Berman]

If I overpaid capital gains tax in 2013 and 2014 is it possible to get a refund?

 

[maarkr]

you can file an amended return for past years. I had an investment that I figured out after filing that I could get a credit for the loss of money after i sold it. any tax person can do this for you... hopefully you have those returns they can reference.

 

[David Berman]

Thanks for responding. My understanding is that I can go back 3 years. (I filed on time every year). So that would cover 2013. Is that correct?

 

[maarkr]

Generally, you must file Form 1040X within three years from the date you filed your original return or within two years from the date you paid the tax, whichever is later.