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I need to know if I need to file an amendment?

I filed my taxes before March so I think I may be owed money and I need to know if I need to file an amendment?
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I need to know if I need to file an amendment?

For what reason?



**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

I need to know if I need to file an amendment?

If you had unemployment on the return the IRS is making the corrections and sending a separate refund check from the original refund check.  Not everyone will have a second check coming to them  and some will have to amend if they are now eligible for a credit not on the original return however do NOT send anything until the IRS completes their processing which may take a couple more months.


You will get a federal income tax refund for the unemployment exclusion if all of the following are true.


  • You reported unemployment benefits as income on your 2020 tax return, on Schedule 1 line 7.
  • You did not get the unemployment exclusion on the 2020 tax return that you filed. The unemployment exclusion would appear as a negative amount on Schedule 1 line 8, with the abbreviation UCE on the dotted line to the left of the amount.
  • Your tax on Form 1040 line 16 is not zero.
  • Your Adjusted Gross Income (AGI), not including unemployment, is less than $150,000. In other words, Form 1040 line 11 minus Schedule 1 line 7 is less than $150,000.


If all four of those conditions are true, The IRS will recalculate your tax return and send you the refund. It might be a couple of months before you get it. For more information see the following IRS announcements and FAQ.

IRS to recalculate taxes on unemployment benefits; refunds to start in May

IRS begins correcting tax returns for unemployment compensation income exclusion

IRS continues unemployment compensation adjustments, prepares another 1.5 million refunds

2020 Unemployment Compensation Exclusion FAQs

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