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posted Apr 16, 2025 7:02:17 PM

My amended return took my $5608 refund to $3000 owed. I had to have made a mistake?

I used the wrong W2 on the original.

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3 Replies
Level 15
Apr 16, 2025 7:52:27 PM

When you amended did you delete the wrong W2 and enter the right one?  

 

You will still get the refund from the first original return or still need to pay the first tax due.  In fact you should not even amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.  

Did you get the original $5608 refund yet?   If not then WAIT to file the amended return until you get the first refund.  

 

Then the amended 1040X return is only for the difference you get back or owe.  I think the cover sheet shows what the original return WOULD have been if you did it right the first time.  Ignore the new 1040 that might print out.

 

Go by the actual 1040X.  Line 18 should be your original refund amount and line 22 should be your additional refund.  If you paid on your original return it will be on line 16.  If there is an amount owed with the amendment, it will be on line 20.

 

If you have a tax due, do not send the 1040V.  Just include a check with the 1040X.  Ignore the 1040V.  That is for the original return or what the original return would have been if it didn’t need correcting.  Don’t pay the amount on the 1040V.  Pay the amount on the actual 1040X line 20.

Level 15
Apr 16, 2025 8:00:38 PM

So it sounds like the original W2 refund would have only been $2608 (5608-3000). 

Level 15
Apr 16, 2025 9:29:28 PM

 is the $5600 show up as a refund in the amended return? if you got or will get it then you would owe the $3K. check your refund status at the IRS website.  You may want to try calling the iRS to stop the $5600 refund. However, newspaper articles have stated taxapayers are finding it more difficult to get through to an agent

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