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Level 2
March 1, 2022
Question

Amending Returns

  • March 1, 2022
  • 1 reply
  • 2 views

I have already filed my taxes but needed to amend to add a 1099-R form. I have already received the refund, but when I got to finish the amendment, it says I will get back the same amount I got back for a state refund but it has already been paid. Will it be paid out twice?

1 reply

Level 10
March 1, 2022

Please clarify are you amending both federal and state or just state.   Your question is a bit confusing as to what amendment you are referring to.   Did you show that you received your refund on the amended return?    

OA1234Author
Level 2
March 1, 2022

I amended the federal return to include the 1099-R form I received. How do I show on the amendment that I received my refund?

Level 7
March 1, 2022

You will enter any overpayment if any, as shown on the original return or as previously adjusted by the IRS in line 18 of 1040-X.

 

 

In Part III of Form 1040-X, you'll need to provide a clear explanation for your reasons for filing an amended return.

 

Click on the link for more information

 

How to file Amended Return