2590581
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

I had to amend my 2021 tax return. When I mail in the form 1040-v payment voucher with my check do I also have to send a copy of the amended return or just the voucher?

Thanks!  I just filed an amended 2021 return (form 1099-R for a recharacterization), and there was no tax owed, but then TurboTax generated this Form 1099-V and I was quite confused, since we already paid those taxes.

 

I had to amend my 2021 tax return. When I mail in the form 1040-v payment voucher with my check do I also have to send a copy of the amended return or just the voucher?

do not send the 1040V.  That is for the original return or what the original return would have been if it didn’t need correcting.  Don’t pay the amount on the 1040V.  Pay the amount on the actual 1040X line 20.

 

Go by the actual 1040X.  Line 18 should be your original refund amount and line 22 should be your additional refund.  If you paid on your original return it will be on line 16.  If there is an amount owed with the amendment, it will be on line 20.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question