2020 Early paid taxes

Forum|Forum|4 years ago
February 9, 2022
6 replies
20 views

I files my daughters taxes for 2020 BEFORE they changed the tax law not claiming EDD payments as income. Her tax bill was roughly $1,000. The tax laws updated and Turbo tax when software re-analyzed her tax status changed from owing $1,000 to getting a REFUND of around $900. We paid the $1,000, IRS cashed check (Confirmed). I refiled the 2020 forms for the refund. IRS provides the refund of $900. How do I revisit this submission and receive the $1,000 that was paid early?

ErnieS0

Alumni - Intuit

Did you receive a letter from the IRS explaining why you only received $900 if you filed an amended income tax return (Form 1040X) showing a refund of $1,000?

Filing a second amended income tax return with the same information will not get you the extra $100 because the IRS looked at your numbers and calculated your refund should only be $900.

If you did not receive a letter from the IRS about your amendment, call 1-800-829-1040. Be aware. The phone lines are backed up. The IRS opens at 7 a.m. local time in every time zone. The earlier you call, the better your chance of speaking with someone.

If you find out you need to change something to get back more money, you can file a second amended return if the information is different.

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smarty23Author

Level 2

Thank you for the response. Clarification, I paid the $1,000 as was originally requested. When the tax code changed the $1,000 owed changed to a credit of $900. I'm sure I messed up on the refiling but the IRS refunded the $900 but they held onto the $1,000 I paid as well. Said another way, if I never paid the $1,000, they still would have refunded the $900. So how do I refile/amend the 2020 filing to note that we paid the $1,000?

Vanessa A

Alumni - Intuit

If you never would have paid the $1,000, after the tax law changed, you would have owed $100. The IRS refunded you $900 of the $1,000 you paid because after the adjustments were made her tax liability was $100 instead of $1,000. Basically, you overpaid by $900. There is no need to file anything.

When you see the change on your amended form, it is including the $1,000 already paid. It is not saying that you would have originally received a $900 refund.

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