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Level 2
Apr 14, 2022 6:36 PM UTC
Question

Ammending Return Question

Hey there! So I have to file an ammendment for my partner's tax return (left out a W2) and had a few questions. For context the original has been accepted by federal and state.

 

1. Should I wait until she receives the refund and file the ammendment? Only asking this because when I started the process for ammendment via Turbotax, after inputting the other W2 that was left out, she owed money for both federal and state. I did read online from others stating to wait for refund from original return and then ammend. 

2. During the ammendment process (I do plan on e-filing since it's more convenient) do I include the original tax documents as well or is it just the missing W2? 

3. I'm also assuming that I will need to pay for the upgraded version of turbotax to file ammendment right?

 

Thanks in advance!

5 replies

Level 2
Apr 14, 2022 8:16 PM UTC

Any suggestions?

fanfare
Level 15
Apr 14, 2022 8:24 PM UTC

 If you e-File 1040-X TurboTax takes care of sending in the required forms.

There nothing further for you to do.

 

1040-X assumes you got, or will get the original refund.

Review 1040-X very carefully and understand it before you SUBMIT it.

Level 2
Apr 14, 2022 8:28 PM UTC

Hey there, do you suggest waiting for the original tax refund to deposit into the bank account, then file for the ammendment? Also based off of your answer do I just enter the missed W2 only when filing ammendment?