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Level 2

Question

Amending a return erases a refund? g a

5 replies
48 views

I filed 2021 beyond the efiling cut off and forgot to include two 1099-G documents. As filed I was due a refund. The IRS caught the error so I found the missing papers and updated my return which still showed a refund due. But when I used the process to amend the return turbotax zeroes out the refund/amount owed and now shows us owing a big chunk of money. Needless to say I don't like the amended return. Which way is right?

Level 15

The threshold question is whether the IRS requested that you file an amended return or simply made an assessment based on the missing tax reporting statements.

geismeAuthor

Level 2

They called out my error and said the refund was erased. I can't remember the details. I need to find their letter. I had to update the return for a legal case because the IRS couldn't get a copy of what I filed. Just a transcript.

Level 15

follow the instructions in the notification you got from IRS.