[NY State] Refund before Amending Return - I will still get the refund right?

Forum|Forum|5 months ago
March 16, 2026
5 replies
252 views

Earlier this year, I filed my normal tax return and it told me NY State would be doing an ~$4500 refund.

I later realized I made a mistake in some of the calculations / attributions, Upon fixing it and on the IT-203-X form where I see my original refund listed as a overpayment on Line 68, TurboTax recalculated that I now owe $4700.

As I understand this, the calculation assumes I received a $4500 refund, and need to pay back now $4700 (my net taxes are ~200). However, when I called NY State, they told me they don't see the first refund being processed, they only see the amended return with my payment and that they don't have a refund processing.

Now I'm trying to figure out if I'm misunderstanding something about this - am I correct that when I submitted my amended return, the $4700 number assumes I received $4500 and that the NY State still owes me $4500?

TurboTax PLUS Online

Karis_F

Level 7

Yes. The amended tax return is a separate return. Filing an amended return assumes that the original return is complete and any refund due has been received.

Based on your question, it seems that New York has processed your amended return (with a balance due) but has not yet processed your original return (with a refund).

To clarify: did you e-file your original NY tax return? And if so, does the filing status on the Tax Home page in TurboTax Online show that it was accepted?

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user17736903592Author

Level 2

Hi! Thank you for the response - I amended it before I received the refund from NY state. I efiled both returns and it does show accepted on both returns, when I call NY State, they've told me that submitting an amendment invalidating the first return.

It sounds like from everything I am hearing, and what I see given the amended return counts the initial refund as an overpayment. For this to be correct, NY state still needs to pay my my initial refund, which the latest payment will then repay the refund.

CatinaT1

Level 15

They will go by the amendment only because it supersedes your original return. If you have $4500 on line 78, they will adjust that to $0 since they did not (and will not) send that original refund. Your balance due will then be ~$200.

The $4700 number was assuming you received the $4500 because you had that on line 78 of your amendment.

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