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 7, 2019 3:37:09 PM

I amended my return and now it's saying I owe money but I only reduced my refund so I shouldn't owe anything

I had to fill out 8962 and I need to mail that back. That reduced my refund from 1811 to 460. But My amended return is  saying to write a check for the difference.

4 84 38110
1 Best answer
Level 15
Jun 7, 2019 3:37:12 PM

The amended return assumes you received your original refund. In fact, it is recommended that you not mail your amended return form 1040X until you actually receive your refund. If you owe an amount on the amended return that is less than the refund you are getting on your original return, it just means you must pay back that amount of the refund you are getting. 

24 Replies
Level 15
Jun 7, 2019 3:37:12 PM

The amended return assumes you received your original refund. In fact, it is recommended that you not mail your amended return form 1040X until you actually receive your refund. If you owe an amount on the amended return that is less than the refund you are getting on your original return, it just means you must pay back that amount of the refund you are getting. 

Level 1
Jun 7, 2019 3:37:13 PM

I'm having the same problem BUT I haven't recieved an original refund and probably wont. Bc I have to amend my return to get my refund so I dont know what to do

Level 15
Jun 7, 2019 3:37:15 PM

Why do you have to amend your return to get the refund from your original return?

Level 1
Jun 18, 2019 4:55:08 AM

I am in the exact same boat! Contacted a Tax Advocate they said to amend my return. I haven't even received a DIME yet and I filed 1/25/2019! This is insanity! Does anyone know what the HECK we are supposed to do? Any information is appreciated!

Level 1
Jun 27, 2019 12:47:10 PM

I have filed mine on March 1.I receive a 4465c letter that told me to wait 60 days.I waited and called today and talked to someone live on the IRS hotline.They told me to amend my return while it still says processing.When I did amend my return it said that I owe the money back but it was less then the original return.I have not mailed it out because I would like to speak to someone to say if this is correct.

New Member
Jul 31, 2019 5:36:06 PM

I’m in the same boat bc I added a 2017 w-2 onto my 2018 tax return and I didn’t know we wasn’t suppose to do that ! The lady I called from the irs number told me to admend it and I tried to today annd now mines say I owe 416 dollars when IRS refund website says my taxes still processing lol it’s so confusing when you can’t talk to someone direct at the irs like the people who actually looks into your account smh ! I’m glad I’m not the only one going through this I’ve revived letters in the mail with numbers and still nobody can help it’s like do I just go ahead and pay them and be done ? But it’s confusing when my status still say it’s processing

New Member
Sep 7, 2019 8:40:20 AM

I'm having the same issue as you. Except I've called the IRS multiple times and they're the ones that told me NOT TO WAIT to go ahead and submit my amended return. So, I did and now I'm getting a notice that I owe them. Just like you, I STILL haven't received a refund. I have no idea what to do now. I'm a Hurricane Michael refugee and I could really use this to help me get into a livable place since mine was destroyed. 

Level 15
Sep 7, 2019 4:20:12 PM

@sastone75 Contact a Taxpayer Advocate in your area. See this IRS website for Taxpayer Advocate in your area and a toll free number - http://www.irs.gov/Advocate/Local-Taxpayer-Advocate

New Member
Mar 30, 2020 3:44:01 PM

I received my federal return but I never got my state one and now after amending it it says I owe state ??

Intuit Alumni
Mar 30, 2020 4:07:42 PM

@Alexiismen When you make changes to your original return, we calculate any additional refund or taxes owed when you're finished amending.  In your cases the changes made resulted in taxes owed.

 

Please note:  It's recommended to wait until your original state return is accepted and you've received your refund before amending your return.

 

Try checking your state refund status on your state's Department of Revenue website.  Refer to the following TurboTax FAQ, and select your state, for refund tracking instructions:  How do I track my state refund? - Community

 

 

Level 2
Aug 7, 2020 2:33:13 PM

Same here sorta! I filed my taxes in January they sent me a letter months ago stating it's under a 60 day review! Of course it's well past that. So I called and got a tax advocate she told me to amend my taxes I'm now doing that on TurboTax and it's now saying I owe $5000. I was an error on my return that I did not do. Instead of wages being reported as $4535 it was reported as $14535 I have no idea how but I took pictures of my w2 and put it in. Now when I amend it I owe $5000 I never in my life had to pay taxes what is going on here?

Level 15
Aug 7, 2020 2:37:16 PM

The amended return assumes you got the first refund and is only for the difference you owe back from it.  Did you have a big refund on the first original return?  Don't know why they told you to amend.  You should not amend until they finish processing the first one.  The IRS will probably fix it for you and send you a smaller refund.

Level 15
Aug 7, 2020 2:41:34 PM

First ... whenever you "take a picture" or import a form you REALLY have to review the information coming in for accuracy ... the program cannot do this for you ... it is not a substitute for your own eyes.

 

Next review the actual form 1040X ... you should NOT mail in the amended return before you get the original return. 

 

Column A should have the figures from the original return, Column C the corrected figures and Column B the differences between the other 2 which needs an explanation on page 2 of the form 1040X.

 

If you completed it correctly you will see an entry on either line 16 OR 18:

On line 16 should be the amount you paid with your original return. 

On line 18 should be the amount of your original refund you received.

 

Then you will see your extra refund on line 22 OR  the new balance due you need to pay on line 20.

Level 15
Aug 7, 2020 2:44:24 PM

Since the IRS compares your return with the info that was sent by the employer the mismatch is most likely what is holding up the processing of your return ...  this is most likely what the IRS will catch and correct automatically.  

New Member
Sep 10, 2020 8:03:58 PM

i took my dependent off and i also haven't received any payment from IRS yet

Not applicable
Sep 10, 2020 8:27:44 PM

Taking off a dependent can reduce child care credit, change your filing status from HOH to single.    we can't see your returns so you should compare the amended return to the original return to see what changed to increase your tax.   

Level 15
Sep 11, 2020 6:19:54 AM

@deante93g You do not say when you mailed your amended return.  As already stated, removing a dependent can affect a number of credits and even your filing status, so it is possible to owe when you remove a dependent, even if you were previously receiving a refund.  You should always wait until the original return has been fully processed before you submit an amended return--then you can avoid this sort of confusion.

 

   The IRS has not been working on mailed returns until very recently---and an amended return could only be filed by mailing it in until late August 2020 when the IRS began to accept e-filed 2019 amended returns.   Under normal circumstances you would be able to see something about your mailed in Form 1040X after about three weeks, but that is not the case right now.  The usual 4 months for processing an amended return is going to take longer.  Sorry.

https://www.cnn.com/2020/04/20/politics/irs-mail-trailers-covid/index.html

 

 

MAILED RETURNS

Per the IRS website IRS Operations During COVID-19: Mission-critical functions continue 

IRS operational status and alternatives

Processing Delays for Paper Tax Returns: Taxpayers should file electronically through their tax preparer, tax software provider, or IRS Free File

We’re experiencing delays in processing paper tax returns due to limited staffing. If you already filed a paper return, we will process it in the order we received it.

Do not file a second tax return or contact the IRS about the status of your return.

 

 If you mail a tax return (or a payment) to the IRS, it is a good idea to use a mailing service that will track it like UPS or certified mail so you will know it was received.

 

 

 TurboTax will not know anything about your amended return, and nor will TT know that you put your 1040X  in an envelope and took it to a mailbox.  TurboTax does not get updates on mailed  (or e-filed) returns.

 

When the IRS finally opens its mail and begins to process mailed returns you can check the status on the IRS site.

https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1

 

https://www.irs.gov/filing/individuals/amended-returns-form-1040-x/amended-return-frequently-asked-q...

Level 2
Sep 23, 2020 3:26:34 PM

this is currently happening to me and I am truly wondering what happened with your situation. Could you please advice me on what I should do. I definitely do not owe the IRS and I still haven't received my current year tax return. 

Level 15
Sep 23, 2020 3:39:11 PM


@carranzasantod wrote:

this is currently happening to me and I am truly wondering what happened with your situation. Could you please advice me on what I should do. I definitely do not owe the IRS and I still haven't received my current year tax return. 


Did you e-file your tax return and was it accepted?
Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.

 

You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large Orange button labeled "

Transmit my returns now

".

 

After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.

 

Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.

 

To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product.
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund

 

After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
See this IRS website for federal tax refund FAQ's - https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions
If over 21 days since being Accepted by the IRS and the tax refund is still Processing you can call the IRS and speak with an IRS agent concerning your tax refund.
Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.

Press 2 for personal or individual tax questions.
Then press 4 for all other inquiries
It should then transfer you to an agent.

Level 2
Sep 23, 2020 4:10:04 PM

I am not sure what to do as it tells me I owe them an amount before I confirm to amend the return. I have not received my tax return this year but they said I need to amend before I do. It does not make sense since it says that I owe them. What should I do? Does the IRS fix it automatically? Or should I call before I amend?

Level 15
Sep 23, 2020 4:22:13 PM


@carranzasantod wrote:

I am not sure what to do as it tells me I owe them an amount before I confirm to amend the return. I have not received my tax return this year but they said I need to amend before I do. It does not make sense since it says that I owe them. What should I do? Does the IRS fix it automatically? Or should I call before I amend?


If you owed on your original tax return did you pay the amount owed?  Why are you needing to amend the tax return?

Did you e-file the original tax return and if you did, was it accepted by the IRS?  You should not be amending a tax return until you have either received the tax refund or the taxes owed have been paid.

Level 2
Sep 24, 2020 6:43:12 AM

Okay so I have never owed the IRS. And I still have not received anything I was suppose to receive this year. When I called the IRS they advised I went in and corrected my return because apparently I added the same 1099G form twice. So, I cannot delete a form from the previous filed tax return because I would have to amend it. But when I do that, (back to square one) It assumes I have already received my tax return, when they actually cant process it because there is a duplicated form in there. So I do not know what to do. Or who to contact. I don't owe them, I have not received anything, and I cant amend because now it says I owe them. 

Level 15
Sep 24, 2020 7:17:54 AM

FIRST ... I cannot believe the IRS told you to amend a return when the original has not been fully processed yet.  Did they mail you a notice telling you to do so ?   If not  I would not compound the situation by filing an amended return as that could delay things even further.  You have 3 years to amend for the additional refund so don't be in a hurry.  

 

 

By trying to keep the amendment process simple for the DIY user this is not an easy thing to correct if you are using the ONLINE program.   You have the option to amend the return using the Downloaded option instead where you can  change that amount using the FORMS mode.  

 

Level 15
Sep 24, 2020 7:28:07 AM


@carranzasantod wrote:

Okay so I have never owed the IRS. And I still have not received anything I was suppose to receive this year. When I called the IRS they advised I went in and corrected my return because apparently I added the same 1099G form twice. So, I cannot delete a form from the previous filed tax return because I would have to amend it. But when I do that, (back to square one) It assumes I have already received my tax return, when they actually cant process it because there is a duplicated form in there. So I do not know what to do. Or who to contact. I don't owe them, I have not received anything, and I cant amend because now it says I owe them. 


Whatever you were told by the IRS does make any sense "the IRS they advised I went in and corrected my return because apparently I added the same 1099G form twice".  The only way to correct a tax return that has been filed is to amend the tax return.  You have stated you have NOT filed an amended tax return.

 

And this also does make any sense - "they actually cant process it because there is a duplicated form in there".  The Form 1099-G is

not

sent with a tax return.  Only the information from a 1099-G that you entered is on the return.

 

You have stated that you were to receive a tax refund from the 2019 tax return that was filed.

Look at your federal tax return Form 1040 Line 20.  Is there an amount entered on Line 20?  Or is there an amount on Line 23 which would be the amount you owe?

 

To access your current year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on 2019 and Click on Download/print return (PDF)

 

Since you have NOT received a letter or notice from the IRS there is no reason to amend your tax return at this time.  You will just have to wait for the correspondence from the IRS so you will know Exactly what the issue with your tax return is and what the IRS wants you to do to correct the error,

IF

there is an error.