Amended Return result in no change

[Frohboy331]

I’m trying to amend my 2021 federal taxes.  The amendment should result in no change in tax due or refund owed to me.   When I originally filed my 2021 taxes I received a refund of $2778.  

After making the changes on the amended 1040-X it shows I am owed the same $2778.  I expected it to show $0 since I already received the refund on the original filing.   Is this correct?  Does the IRS just look to see what they already paid me and call I good?

My amendment was just to revoke section 179 election and take bonus depreciation only.  The net result should have no effect on income tax.  It’s really just an informational amendment.

[HelenC12]

No, your 1040-X should reflect the $0.00 refund amount/amount due.

You may have forgotten to enter the $2,778 refund that you received with your original return. 

• See form 1040-X, line 18, Overpayment, if any, as shown on original return or as previously adjusted by the IRS. 

Related information: Do I need to amend?

 [Edited 03-06-2023|2:26 PM PST]

@Frohboy331 

[Frohboy331]

Ok, thank you.  I see that now.  Should the 1040 that I include with my amendment line 34 show that $2778?  It does show that and suspect that it should, I just want to verify.  Thanks!

@HelenC12 

[AmyC]

Yes, your 1040x should show the payment received from your original return. You are not sending a 1040. You are sending a 1040x with any forms that have changed- such as depreciation.

[Frohboy331]

Ok thanks.  TurboTax prints my entire federal return to include with my 1040x.   I believe this is in error.   I think part of the problem is that I had to rebuild my 2021 TT file because it was corrupt in order to do the amendment.  So I think TT just thinks I need to include everything.  If I understand correctly, I'll only include Form 4562 - Depreciation and Amortization along with my 1040x.. 

[MaryK4]

That is correct- you only have to send any forms that are different from how you filed originally.  It's not necessarily that TurboTax thinks you have to send the whole file in, it' s the logic of which forms need to be included that needs to be improved.  @Frohboy331 

[fanfare]

If no dollar amounts are changing, you can leave 1040-X lines 1-23 EMPTY.

in Part III explanation you tell the IRS why you are filing an amendment.

@Frohboy331