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New Member
posted Apr 10, 2023 10:07:00 AM

I made a mistake with a blank box on 1099r and want to correct it. I've already submitted. Will I be charged a penalty amending after they've been fully processed?

0 3 545
3 Replies
Expert Alumni
Apr 10, 2023 10:24:25 AM

If you owe additional tax, and the due date for filing that tax return hasn't passed, you can avoid penalties and interest if you file Form 1040-X and pay the tax by the filing due date for that year (without regard to any extension of time to file). 

 

Amend 

New Member
Apr 10, 2023 10:31:41 AM

Thanks for the reply.  I had prepaid taxes so I don't owe, however this error greatly increased my refund.  I'm trying to do the ammendment on turbo tax but the way it's displaying the new amount is that now I pay the difference (even though I  haven't received the refund yet). Ultimately I would still get a refund, not owe. If I submit this, will it be offset or should I wait and pay the overpayment back? Should I wait to do the ammendment after I get the refund?

Expert Alumni
Apr 10, 2023 10:46:12 AM

It depends. It's possible it could offset, but it may take some time.  You do have the acceptance date for your original return and if it's been a couple of weeks, then it's likely the refund will be issued to you before the amendment could get processed.  If this is the case, I suggest making the payment no later than April 18th, for the amendment.