What should I do if original E-file refund has been received but amended form was filed and refund will be less than original E-file refund?

Forum|Forum|7 years ago
June 6, 2019
8 replies
1 view

Amended form was sent 3 days later and I haven't heard if amended form has been received or processed.

TurboTax Deluxe Online

Best answer by DawnC0

You can track your amended return here. They take much longer to process. See below to make sure you did the amendment correctly. You will need to remit the difference by the tax deadline (4/15) to avoid penalties.

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You will receive the full refund from the original return. You have to pay back the difference when you mail in the amendment (1040X). I will attach the instructions for amending. An amended return cannot be e-filed. They have to be printed, signed and mailed. it is very important that you put the return back to its original state before processing the amendment. The amendment will only reflect the changes and will show a balance due. Wait until you receive your full refund and pay the difference back from that amount.

Amend My 2017 TurboTax Return

DawnC0

Level 12

added link to answer 😉

L

ladd7100Author

Level 2

Since amended form has already been submitted, do I need to resubmit a new amended form which includes payment of difference? W2 forms submitted with amended form, so I only have my copies. Should I send those?

DawnC0

Level 12

No, you don't need to attach the forms again if you already sent them. The 1040X and payment are all that you need to send. You can pay the difference online if you want to make sure the IRS has received it. That way you are covered. The important thing is to pay it before 04/15.

L

ladd7100Author

Level 2

Thank you. If I pay online, I don't need to resubmit 1040 X? And can I spend it right away or do I need to wait for confirmation form & payment have been received?

DawnC0

Level 12

Correct, you only need to send the 1040X once; it will take awhile to process. And yes, you can spend the money that you received; it is yours. Just make sure you get your confirmation when you remit the difference owed. You should get a confirmation immediately when you pay online.

L

ladd7100Author

Level 2

You've been VERY helpful! Your responses were specific and clear. (You could probably tell I was a first-timer!) Thanks again!

DawnC0

Level 12

You are very welcome and I am glad I could help!

DawnC0Answer

Level 12

You can track your amended return here. They take much longer to process. See below to make sure you did the amendment correctly. You will need to remit the difference by the tax deadline (4/15) to avoid penalties.

---------------------------------------------------------------------------------------------------

You will receive the full refund from the original return. You have to pay back the difference when you mail in the amendment (1040X). I will attach the instructions for amending. An amended return cannot be e-filed. They have to be printed, signed and mailed. it is very important that you put the return back to its original state before processing the amendment. The amendment will only reflect the changes and will show a balance due. Wait until you receive your full refund and pay the difference back from that amount.

Amend My 2017 TurboTax Return