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arethore
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I received 2 1099-R forms after I e-filed for this year's return. Do I need to amend the return or can I adjust it online first before amending to see impact?

 
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I received 2 1099-R forms after I e-filed for this year's return. Do I need to amend the return or can I adjust it online first before amending to see impact?

Yes, you will need to Amend your 2017 tax return due to the IRS has copies of your tax forms and will expect to see them filed.  You should not try to amend your return until it has been fully processed and you have received your refund or your payment has cleared.  Amended returns do not “catch up” to your original return and replace them; they are processed as two separate returns.  

Amended returns have to be printed and filed by mail.  It can take the IRS up to 12 weeks or longer to process them.   If you are due a larger refund than on your original return, your amended return should only show the difference and you will receive a separate check for it.  If you owe money on your amended return, it will show only the new amount owed, you will have to mail a check with the return.

You can check the status of your Form 1040X, Amended U.S. Individual Income Tax Return, using the Where's My Amended Return? online tool or by calling the toll-free telephone number 866-464-2050 three weeks after you file your amended return.

 


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I received 2 1099-R forms after I e-filed for this year's return. Do I need to amend the return or can I adjust it online first before amending to see impact?

Yes, you will need to Amend your 2017 tax return due to the IRS has copies of your tax forms and will expect to see them filed.  You should not try to amend your return until it has been fully processed and you have received your refund or your payment has cleared.  Amended returns do not “catch up” to your original return and replace them; they are processed as two separate returns.  

Amended returns have to be printed and filed by mail.  It can take the IRS up to 12 weeks or longer to process them.   If you are due a larger refund than on your original return, your amended return should only show the difference and you will receive a separate check for it.  If you owe money on your amended return, it will show only the new amount owed, you will have to mail a check with the return.

You can check the status of your Form 1040X, Amended U.S. Individual Income Tax Return, using the Where's My Amended Return? online tool or by calling the toll-free telephone number 866-464-2050 three weeks after you file your amended return.

 


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