Amended Return - Electronic Submission v. US Mail

[Rob-S]

I amended my son's 2022 return that was electronically filed and accepted in January.  The software was updated today to allow me to complete the amended return.  The amended return reported additional capital losses that were missed in the initial return.  There was no change to the Federal tax due/refundable, but there was an adjustment to the loss to be carried forward.  The CA return reduced the tax due for 2022 (which was already collected by the FTB) by $12 - so he is due a refund of $12 from CA.  Here's my concern/question:

TurboTax indicated that the Federal Return needed to be mailed, but that the CA return could be filed electronically.  When I moved forward, TurboTax allowed me to file BOTH returns electronically and both returns were accepted.  Is the electronically-filed amended Federal Return going to cause a problem? I'm wondering if the IRS will treat the amended return as a second filing, which will really make a mess.  Further, do I need to mail the Federal Amended Return anyway, as the IRS may discard/ignore the second electronic filing, and the PDF copy of the Federal Amended Return has instructions for processing/sending the Amended Federal Return?

Thanks!

[MinhT1 · Accepted solution]

You can e-file a 2022 amended Federal tax return. Only past years' amended returns have to be mailed in.

If you have e-filed your amended return and it has been accepted, DO NOT mail in a printed copy as this will cause confusion.

Please read this TurboTax Help article for more information.

[Rob-S]

Thank you for your reply.

There was so much conflicting information between the software, the printed (PDF) amended return that had mailing instructions, and the fact that the IRS accepted the e-filed amended return.

[Katy8989]

I've completed the 1040X (amend return) right after the federal tax was accepted. But turbo tax does not allow me to file electronically because its not regonizing ive used turbo tax for the 1040 submission, while i actually did. Can anyone help?

[Cynthiad66]

Before filing an amended return, make sure the IRS has already processed the tax return you need to amend. That way, it will be less likely that the IRS will get your original return and amended return mixed up. If you've already received your tax refund, then you know the IRS has already processed your return.

Use this link to follow steps for preparing an amended return using TurboTax.  How to Amend a Return Using Turbo
Tax

@Katy8989