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Level 5
March 20, 2022
Question

Amended Tax Return

  • March 20, 2022
  • 8 replies
  • 51 views

Several weeks ago, I filed my 2021 Federal tax return electronically. The return was accepted and I received my direct deposit refund last week. I recently received a revised 1099 from a financial company. I made the changes manually in Turbotax and the amended return shows an additional refund of about $50.00.

 

Can I file the amended return electronically? I don't see how to do that. If I have to mail it in, do I have to include a copy of the revised 1099 with the signed return? I printed out a copy of the amended tax return (1040-X) and it's about 15 pages including the Electronic Postmark - Certification of Electronic Filing form. If I can't file electronically, do I have to mail everything including the Electronic Postmark page?

 

Thanks,

8 replies

LudwigVan_fan
Alumni - Champ
Alumni - Champ
March 21, 2022

First, Amended returns must be mailed; not filed electronically.

Behind the 1040X, you should include a copy of the corrected 1040.  Unless the corrected F1099 shows federal withholding, you don't have to include it.  BUT, I would for clarification purposes.

 

And yes, I would include the the page of electronic postmark and that the return was accepted.

 

You don't need to sign the corrected 1040, only the 1040X

**Disclaimer: Effort has been made to offer correct information; but due to the discussion forum limitations, the poster disclaims any legal responsibility for the accuracy of the poster's response**
mitchden1Author
Level 5
March 22, 2022

I found out how to file the amended return electronically. Are you certain they have to be mailed?

AkinaLO
Level 15
March 22, 2022

Yes. You will need to file your paper forms and mail them to the IRS. 

How do I amend my 2021 return?

 

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Level 14
March 21, 2022

Beginning with the 2019 tax years, amended federal returns are able to be electronically filed. If you filed your return with TurboTax, log into your account and select the tax return that you want to amend and follow the online instructions.

 

There are a few things you need to know before you can start the amendment process:

  1. To amend your 2021 return, you need to use the same TurboTax account that you used to file your original 2021 return.
    • If you don’t see your 2021 return under Your tax returns & documents on the Tax Home page, you might be in the wrong account. Use our account recovery tool to find all of your accounts.
  2. Make sure you really need to amend, and that your 2021 return was accepted in TurboTax or paper-filed through the mail. You can't amend a return that hasn't been filed yet.
  3. If you don’t need to amend, and instead want to view, print, or download your 2021 return, follow these instructions.

When you're ready to amend, select your product below and follow the instructions.

TurboTax Online

TurboTax CD/Download

@mitchden1

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mitchden1Author
Level 5
March 22, 2022

The other Employee Tax Expert says that I have to mail the amended tax return. You say that I can file it electronically. If I file it electronically, would the IRS know to send the additional tax refund to the same bank account number that I provided when I submitted the original return?

Level 13
March 22, 2022

The amended return can be prepared electronically, however you are required to print and mail form 1040-X.

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