Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 31, 2019 9:29:54 PM

Amending my return

I filled my return last week and I already received my return. I needed to amend my return because I received a 1099-R form. I also owe for state taxes. I need to mail my amend in but just want to know what I should do about the money I already received.

0 1 262
1 Best answer
New Member
May 31, 2019 9:29:55 PM

That is fine that you received your refund. The IRS actually prefers for all payments and refunds to process before you try to amend. Also, the amendment Form 1040X and instructions are not yet final. You can do what you want with that money, or you may choose to use it to pay what you owe to the State. It is your choice.

When the amend instructions have been posted and form 1040X finalized (estimated to be ready by mid-February), they will appear in this TurboTax FAQ:

https://ttlc.intuit.com/replies/5114064

1 Replies
New Member
May 31, 2019 9:29:55 PM

That is fine that you received your refund. The IRS actually prefers for all payments and refunds to process before you try to amend. Also, the amendment Form 1040X and instructions are not yet final. You can do what you want with that money, or you may choose to use it to pay what you owe to the State. It is your choice.

When the amend instructions have been posted and form 1040X finalized (estimated to be ready by mid-February), they will appear in this TurboTax FAQ:

https://ttlc.intuit.com/replies/5114064