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 Jun 6, 2019 5:54:15 AM

I already received my refund. Now I find out that I should allocate my policy amounts with another taxpayer. How do I return part of the refund?

I already received my refund. Now I find out that I should allocate my policy amounts with another taxpayer on Form 8962. How do I return part of the refund?

0 1 525
1 Best answer
New Member
Jun 6, 2019 5:54:16 AM

If you made a mistake in your 2016 federal income tax return, you will need to amend that return. The amended return will reveal how much of your refund you may need to return to the United States Treasury, and provide the forms and mailing address for doing so.

Please refer to the appropriate link, below, for instructions on amending your tax return.

1 Replies
New Member
Jun 6, 2019 5:54:16 AM

If you made a mistake in your 2016 federal income tax return, you will need to amend that return. The amended return will reveal how much of your refund you may need to return to the United States Treasury, and provide the forms and mailing address for doing so.

Please refer to the appropriate link, below, for instructions on amending your tax return.