Amend 2020 Return - Adjusted by IRS

Forum|Forum|4 years ago
October 22, 2021
6 replies
14 views

I filed a 2020 on-line return as a single taxpayer just coming off of parents return as a dependent. The taxpayer qualified for the Recovery Rebate Credit and this amount appeared in the calculated refund from Line 30 of the 1040. I neglected to uncheck the Someone can claim you as a dependent box. When the IRS processed the return the Recovery Rebate was disallowed for this reason. Now I need to amend but when I go into TurboTax to amend, there is no change calculated because the return was changed by the IRS.

Do I need to file a paper amendment or is there a way to amend using TurboTax electronic submission process?

Thanks

DoninGA

Level 15

Since the IRS already adjusted your original 2020 tax return there is no need to file an amended return for the adjustment. You file the amended tax return to change your dependency to being claimed as a dependent.

See this TurboTax support FAQ on amending a tax return originally completed and filed using the 2020 TurboTax editions - https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-return/01/27439

The 2020 amended tax return can only be printed and mailed to the IRS since e-filing was closed for new tax returns after October 15, 2021.

VolvoGirl

Level 15

Did you use Turbo Tax? It would not give you the Recovery rebate credit on line 30 if you checked you were a dependent. Something isn't right.

fanfare

Level 15

"Something isn't right."

TurboTax is not set up for this.

First you have to change your dependent status in the Personal Info.

Second, you have to go through the stepbystep section that covers the Rebate Credit Questions.

I'm not sure where that is.

I think it's in the FILE step, but you already filed.

If you are successful with these steps, then that info should appear on your 1040-X form line 15 (Other)

Write "Rebate Credit" in the "specify" space if TurboTax doesn't put that down for you.

Dave L2Author

Level 2

I'll give this a shot. When I tried to amend initially it showed no change so nothing to amend because it transmitted with the Recovery Rebate included. I will make a last ditch effort with it tonight and file paper if I cannot change.