I have a federal due amount of 4293.00 due to an amendment. My original return had a 6015.00 refund due. What happens now?

[tammiecoats]

The amendment was to add a 1099R

[DoninGA]

Was the refund amount entered on the Form 1040-X on Line 18?  If so, is the amount owed on Line 20 correct?

Look at your Form 1040-X -

Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

[JohnB5677]

You should wait to file the amendment until the original return is fully processed and you have the refund.

• The IRS may see the issue and correspond before they release the refund.
• If you get the refund, file the amended return and pay the tax.

[VolvoGirl]

You will still get the first original full refund (and keep it) or need to pay the first tax due. You should not amend or change your return until you get the refund from the original return or your payment has cleared.

The amended return will only be the difference you get back or need to pay. You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 21 should be your additional refund. If you paid on your original return it will be on line 16 (but don't include any penalty on 1040 line 38). If there is an amount owed with the amendment, it will be on line 20.

Ignore any 1040V voucher that prints out and the new 1040. Those are what your return would have been if you had not needed to amend.

[tammiecoats]

Thank you