Amending my return

jesslorraine10 · ‎May 31, 2019

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.

MollsBBU · ‎May 31, 2019

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

View solution in original post

MollsBBU · ‎May 31, 2019

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