Filing an Amended 2018 Fed and New York State return using download version

1. Can one file an amended 2018 New York State return electronically using the download TT version? It seems like the answer is yes from following the TT instructions almost through submitting), though I’ve seen mixed or unclear feedback in answers provided. Please advise and thanks very much. 2. Can one set up bank info in TT for an amended 2018 Fed Return having a refund, when the original return had a payment due? I don’t see a place when going through the amended return process to put bank info for a refund. Note that there was still tax due, just less than originally filed, hence why there'll be a refund. Will IRS just use the bank account provided in the original filing from where they pulled the amount due? Please advise or elaborate. Thanks

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Level 3

Jul 17, 2020 11:34:23 AM

Thanks xmasbaby0 for your feedback and information. Understood re check refunds and that I can wait a bit though the return is from 2018 and was fully processed already.

Just a follow up re New York State. I should mail in the New York State Amended return as well as the Fed Amended return, correct? And this is still the case even if it looks like Turbo Tax allows one to electronically submit a NYS Amended Return?

Finally, just to confirm, for an amended return, one needs to mail all required forms (the 1st option when you in the print return section), right?

Thanks again and have a nice day.

Level 15

Jul 16, 2020 7:24:45 AM

Amended returns must be mailed. They cannot be e-filed.

If you are amending a federal return and getting a refund the IRS only issues that refund as a paper check that is mailed to the address on your tax return. They do not do a direct deposit for an amended return.

Further....do not try to amend a return that has not been fully processed already. If you send in an amended return before the original return has been processed, you are just setting yourself and the IRS up for confusion and delays. You have three years from the filing deadline to file an amended return.

Right now, the IRS is digging its way through months of mailed returns that have been piling up in trailers. So there is no hurry to mail your Form 1040X to a trailer. Hold off for awhile.