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Amending 2019 Return (software issue) with 1040-x

I learned that we had a separate W-2 for the one month in 2019 that my wife had maternity leave. So I now need to amend my 2019 Return.

 

Couple issues:

  1. I followed the instructions, downloaded the 2019 version and started adding the new W-2, but the filing page has not generated a 1040-X form. It's just generating new 2019 returns as if this were my original return, but does not indicate that anything was amended. What am I doing wrong? Do I need to manually fill out a 1040-X? 
  2. What is the new amount I owe? I originally was given a $1000 refund (let's say), and now it's saying $400. Should I then expect to pay $600 to the IRS as a result of this amendment?

 

Thanks

 

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Accepted Solutions

Amending 2019 Return (software issue) with 1040-x

Did you make the changes BEFORE starting the amendment process ?  

 

If so you must undo the changes  and when the return is back to the way it was originally filed  THEN start the amendment process. 

 

How do I cancel or undo an amended return in the TurboTax CD/Download software?

If you started amending your federal return by accident and would like to cancel the amendment, follow this process to correctly "unamend" your federal return:

  1. Open your return.
  2. Switch to Forms Mode (Windows instructions | Mac instructions).
  3. In the left pane, select Form 1040X.
    • Windows: After the form is generated in the right pane, click the Delete Form button at the bottom of the window.
    • Mac: From the Forms menu, select Remove Form 1040X.
  4. Follow the on-screen instructions to remove the 1040X from your return

 

  1. Important: Go back through the TurboTax interview and undo any changes you made after you selected the option to amend your  return, as merely deleting the 1040X will not undo those manual entries for you.

State Amendments

The best way to "unamend" your state return is to go through your state return from the beginning and keep your eyes peeled for amend-related screens or questions.

The amend question usually appears right at the beginning or towards the end of the state interview (never in the middle).

Correct any entries that have to do with an amended return, e.g.:

  • Answer No when asked if you want to amend;
  • Clear any amend-related checkboxes;
  • Delete entries in the tax year field.
  • Note: In a few state programs, you actually have to answer Yes to the amend question so you can revisit the screens that contain the information you want to delete.

If you still can't get rid of your state amendment form, try clearing your state return and starting over.

 

 

When done with the changes review the 1040X:  

 

Look at the form 1040X …

Column A should have the figures from the original return, Column C the corrected figures and Column B the differences between the other 2 which needs an explanation on page 2 of the form 1040X.

If you completed it correctly you will see an entry on either line 16 OR 18:

On line 16 should be the amount you paid with your original return. If you paid nothing already then this line should be zero.

On line 18 should be the amount of your original refund you received.  If you have not received your refund yet then you need to wait for it.  If the refund changes from what you expected then this line must reflect that change.

Then you will see your extra refund on line 22 OR  the new balance due you need to pay on line 20.

View solution in original post

5 Replies

Amending 2019 Return (software issue) with 1040-x

See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-a...

 

  • Use the same TurboTax account you used to file your original return

Amending 2019 Return (software issue) with 1040-x

Hi, I followed the steps here but it is not working. The instructions on that page say that my federal amount due will be zeroed out and only show the new change with the amendment. This is not the case. It only shows the old amount.

 

And it is not generating a 1040-X. It is treating my 2019 return as if it has not been submitted. The software is not treating it like an amendment. 

Amending 2019 Return (software issue) with 1040-x


@gmannib wrote:

Hi, I followed the steps here but it is not working. The instructions on that page say that my federal amount due will be zeroed out and only show the new change with the amendment. This is not the case. It only shows the old amount.

 

And it is not generating a 1040-X. It is treating my 2019 return as if it has not been submitted. The software is not treating it like an amendment. 


If you completed and filed the 2019 tax return using the 2019 TurboTax desktop editions installed on a personal computer, then to amend the 2019 tax return -

Start the 2019 TurboTax program and then click on Continue for the tax return that was filed -

Click on Federal Taxes

Click on Other Tax Situations

Scroll down to Other Tax Forms

On Amend a return, click on the start or update button

Amending 2019 Return (software issue) with 1040-x

Did you make the changes BEFORE starting the amendment process ?  

 

If so you must undo the changes  and when the return is back to the way it was originally filed  THEN start the amendment process. 

 

How do I cancel or undo an amended return in the TurboTax CD/Download software?

If you started amending your federal return by accident and would like to cancel the amendment, follow this process to correctly "unamend" your federal return:

  1. Open your return.
  2. Switch to Forms Mode (Windows instructions | Mac instructions).
  3. In the left pane, select Form 1040X.
    • Windows: After the form is generated in the right pane, click the Delete Form button at the bottom of the window.
    • Mac: From the Forms menu, select Remove Form 1040X.
  4. Follow the on-screen instructions to remove the 1040X from your return

 

  1. Important: Go back through the TurboTax interview and undo any changes you made after you selected the option to amend your  return, as merely deleting the 1040X will not undo those manual entries for you.

State Amendments

The best way to "unamend" your state return is to go through your state return from the beginning and keep your eyes peeled for amend-related screens or questions.

The amend question usually appears right at the beginning or towards the end of the state interview (never in the middle).

Correct any entries that have to do with an amended return, e.g.:

  • Answer No when asked if you want to amend;
  • Clear any amend-related checkboxes;
  • Delete entries in the tax year field.
  • Note: In a few state programs, you actually have to answer Yes to the amend question so you can revisit the screens that contain the information you want to delete.

If you still can't get rid of your state amendment form, try clearing your state return and starting over.

 

 

When done with the changes review the 1040X:  

 

Look at the form 1040X …

Column A should have the figures from the original return, Column C the corrected figures and Column B the differences between the other 2 which needs an explanation on page 2 of the form 1040X.

If you completed it correctly you will see an entry on either line 16 OR 18:

On line 16 should be the amount you paid with your original return. If you paid nothing already then this line should be zero.

On line 18 should be the amount of your original refund you received.  If you have not received your refund yet then you need to wait for it.  If the refund changes from what you expected then this line must reflect that change.

Then you will see your extra refund on line 22 OR  the new balance due you need to pay on line 20.

Amending 2019 Return (software issue) with 1040-x

Thank you, this was it. I needed to explicitly find the 1040-x form and start the amend process from within the software.

 

Appreciate it!

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