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Level 4

Question

Amending Federal Return

Forum|Forum|2 years ago
April 11, 2024
8 replies
48 views

Just filed federal 1041 few days ago and realized that I forgot to include a Schedule K-1, is it too early to amend and efile? My return was accepted a few days ago on TurboTax.

Level 15

Has your return been Accepted?

You should not amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.

How to Amend this year

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US

USER987456Author

Level 4

How do I know when the original return is processed? I received back the confirmation of return acceptance soon after e filing? And the payment has already cleared my bank, does that mean it is processed? Thanks!

Level 14

You will know it's processed when you receive your refund or your balance due payment hits your account.

Follow this link to learn how to do the amendment.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

USER987456Author

Level 4

What happens if I efile amended 1040 X before payment clears, asking for a friend 🙂

Level 15

Oh I see in your first post you are asking about a 1041 return? Or did you mean 1040?

We always say to wait to amend in case the IRS catches it and adjusts your return for you.