I amended my tax return to include my 1098-T form, which resulted in a Federal Refund. Do I need to mail my 540x if there is no balance due or refund?

[cheyennewhitney]

I forgot to include my 1098-T form when I filed my taxes. I amended my return, which resulted in a Federal Refund. My state taxes, however, have no change (i.e. no balance due and no refund)... Do I still need to mail the 540X? And if so, why does it print out saying FORM NOT FINAL, DO NOT FILE, even though I've reviewed my taxes and everything "checks out"?

[Patrice · Accepted solution]

No, since there was no change in your state refund or balance do then you don't have to mail in your 540X but you will have to mail your 1040X into the IRS.  

Additionally,  The IRS 2016 Amended tax forms will not be ready until sometime in February.  This is why your print out is saying  FORM NOT FINAL, DO NOT FILE.

[cheyennewhitney]

Thank you! The 1040X is printing out fine. Can I file that now or do I need to wait until the end of February? Only the 540X was printing with the DO NOT FILE watermark.  Thanks again

[Patrice]

It is recommended that wait until you receive your refund before you mail your amendment