2019 Amended Tax Return

Forum|Forum|5 years ago
April 2, 2021
7 replies
53 views

I amended my 2019 tax return but I have not filed yet. When I printed it, 1040X and another 1040-SR printed. The 1040X shows I have a refund amount but my 1040 SR shows I have amount owe. What do I do? Should I send a payment for the amount I owe and wait for refund? I have not filed an amended return before so I don't know what to do. Please let me know.

Thanks,

JohnB5677

Alumni - Intuit

What you printed is exactly what you need, but the two 1040's mean different things.

The 1040-X reflects the result of all of the changes you have made from your original return. This will show the additional amount you owe, or have coming back for a refund.
The 1040-SR that was printed will be different from your original 1040 that was filed. This form shows a complete 1040 that includes all of the changes that you made to the original.

Lets look at an example.

Your original 1040-SR tax return showed that you owed -$765.
You prepared a 1040-X and it shows a refund of +$220.
The revised 1040-SR will show an amount due of -$545.
-765 + 220 = -545

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tessie121Author

Level 2

Thank you for your reply and Happy Easter Sunday (and you are working). I appreciate your response. Here's my dilemma from your example. My tax due in my original 1040 SR is $3090 ( I paid $3176, penalty is $86) 1040X shows amount to be refunded is $3,674. My revised 1040SR shows tax amount owe is $2873 ($2796 plus penalty $77) So, per your example, I should get a refund of $584. I don't see that amount from my revised 1040SR.

HelenC12

Alumni - Intuit

TurboTax does not know what amount you paid with your original return. You need to manually enter the amount that you paid ($3,176) so TurboTax could calculate the refund amount.

Go through the TurboTax amended return and enter the amount paid with the original return of $3,176. See Form 1040X line 16, Total amount paid with request for extension of time to file, tax paid with original return, and additional tax paid after return was filed .

Keep in mind: You have 3 years from the date you filed your return or 2 years after you paid the tax due (whichever is later) to file an amendment.

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