Amended Return

4 replies
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I need to file an amended return which will all but eliminate the refund. We have not received the refund check. Will the Amended return offset the refund? It states I now owe $1330 instead of getting a $1340 refund.

xmasbaby0

Level 15

You should not file an amended return until your original tax return has been fully processed. Sending in an amended return while your first one is still in the system can cause confusion and delays. Why are you amending? If you are amending because of an incorrect answer regarding the 3rd stimulus payment---do not amend for that. The IRS catches those mistakes and corrects them for you without the need to amend.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Critter-3

Level 15

When you get the refund only then should you amend the return and send the balance due with the 1040X form. Do not file the amended return until then.

VolvoGirl

Level 15

Wait and see what the IRS does with your original return. You should still get the first original full refund (and keep it) or need to pay the first tax due. You should not amend or change your return until you get the refund from the original return or your payment has cleared.

The amended return will only be the difference you get back or need to pay. You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 21 should be your additional refund. If you paid on your original return it will be on line 16. If there is an amount owed with the amendment, it will be on line 20.

Ignore any 1040V voucher that prints out and the new 1040. Those are what your return would have been if you had not needed to amend.