According to my calculations, the IRS should refund me what I paid in 2022. Will simply filing an amendment key them into refunding me?
Yes.
If you prepare an amended 2022 1040X tax return which correctly requests a refund and submit it to the IRS, the IRS will refund the balance due. Make sure that the mailing address on the IRS form 1040X amended tax return is correct so that the refund is forwarded to your mailing address.
In most cases, you have three years to amend a Federal 1040 tax return and receive a refund of your balance due.
See also here.
James,
Thanks for your answer! When I filled out my amended return, I don't believe I saw anywhere to request a refund. How do I "correctly request a refund?"
Thanks again!
Scott Mattson