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051-10
New Member

I'm trying to help my dad. He filed, it was accepted and and then later received a 1099-R and a W-2. Can I stop the first filing or do I amend?

 
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Accepted Solutions

I'm trying to help my dad. He filed, it was accepted and and then later received a 1099-R and a W-2. Can I stop the first filing or do I amend?

 You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox

If you left out a W-2, or a dependent, or a 1099 etc…DO NOT change your return while it is pending.  The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and mail it in. You have to be able to work from that return exactly the way it was when it was e-file originally.  You will need to use a form called a 1040X. You cannot e-file an amended return.  They have to be mailed, and it takes at least 2-4 months for the IRS to process an amended return.  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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5 Replies

I'm trying to help my dad. He filed, it was accepted and and then later received a 1099-R and a W-2. Can I stop the first filing or do I amend?

 You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox

If you left out a W-2, or a dependent, or a 1099 etc…DO NOT change your return while it is pending.  The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and mail it in. You have to be able to work from that return exactly the way it was when it was e-file originally.  You will need to use a form called a 1040X. You cannot e-file an amended return.  They have to be mailed, and it takes at least 2-4 months for the IRS to process an amended return.  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
051-10
New Member

I'm trying to help my dad. He filed, it was accepted and and then later received a 1099-R and a W-2. Can I stop the first filing or do I amend?

Since it's already been accepted, I wait until the refund is processed and received, then file the 1040X? Maybe that's when I will take him to a tax professional and get some assistance...

I'm trying to help my dad. He filed, it was accepted and and then later received a 1099-R and a W-2. Can I stop the first filing or do I amend?

You need to wait until the return has been fully processed before you start the process to amend.
Amend 2017
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed?...>
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
051-10
New Member

I'm trying to help my dad. He filed, it was accepted and and then later received a 1099-R and a W-2. Can I stop the first filing or do I amend?

You have been extremely helpful - thank you!

I'm trying to help my dad. He filed, it was accepted and and then later received a 1099-R and a W-2. Can I stop the first filing or do I amend?

You are welcome.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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