Ammending Return Question

Forum|Forum|4 years ago
April 14, 2022
1 reply
1 view

Hey there! So I have to file an ammendment for my partner's tax return (left out a W2) and had a few questions. For context the original has been accepted by federal and state.

1. Should I wait until she receives the refund and file the ammendment? Only asking this because when I started the process for ammendment via Turbotax, after inputting the other W2 that was left out, she owed money for both federal and state. I did read online from others stating to wait for refund from original return and then ammend.

2. During the ammendment process (I do plan on e-filing since it's more convenient) do I include the original tax documents as well or is it just the missing W2?

3. I'm also assuming that I will need to pay for the upgraded version of turbotax to file ammendment right?

Thanks in advance!

Amend

bulbataxesAuthor

Level 2

Any suggestions?

fanfare

Level 15

If you e-File 1040-X TurboTax takes care of sending in the required forms.

There nothing further for you to do.

1040-X assumes you got, or will get the original refund.

Review 1040-X very carefully and understand it before you SUBMIT it.

bulbataxesAuthor

Level 2

Hey there, do you suggest waiting for the original tax refund to deposit into the bank account, then file for the ammendment? Also based off of your answer do I just enter the missed W2 only when filing ammendment?