Filing an amendment after receiving the stimulus checks as part of my refund.

[nkanza]

I am filing an amendment since I forgot to add a 1099-B form. I have linked my accounts and I was about to send in my amendment, but I got stuck when the system asked about the stimulus payment. I did not receive the first two stimulus checks, but I did receive them as a lump sum when I first filed my return. I tried saying I did not receive them as part of the first two stimulus checks, but the system gives me a $1800 credit, which I do not believe is correct. However, if I say, that I did receive the checks, it requires me to pay $1800 to the IRS, which I also believe is incorrect. What do you recommend I do going forward?

[DavidD66]

That appears to be a problem that has not yet been addressed.  My advice is to wait until there is additional guidance and an update to the software to amend.  It is an issue that will definitely have to be addressed.

[Jjone]

I am having the is issue also. Does anyone have a solution? Do I unclick the box saying that I received the stimulus?

[AmyC]

@Jjone Either way, the IRS is cross checking all stimulus claimed against what has been paid. Amended returns should not be filed until the original is done processing. If you are actually done with all original filing, then the desktop version would be smart to use the desktop version so that you can go into the FORMS mode and correct the stimulus information. You can do that from amend online, click to download software and move .tax file.

Once your original return is accepted and the finances are settled, you can file an amended return. 

• Save a copy of the original return before doing an amended return. See: 
  • how to file an amended return.
  • I need to amend my state return.
  • Can I e-file my amended state return?
  • Can I e-file my 1040X to amend my return?
• Pay additional tax. Taxpayers who will owe more tax should file Form 1040-X and pay the tax as soon as possible to avoid penalties and interest. They should consider using IRS Direct Pay to pay any tax directly from a checking or savings account for free.
• Use separate forms if amending more than one tax year.
  • Each year on its own form
  • Each year in its own envelope
• Track amended return status online. Taxpayers can track the status of their amended tax return in English and Spanish using Where’s My Amended Return?  Amended returns take up to 16 weeks to process and up to three weeks from the date of mailing to show up in the system.

@Jjone  @nkanza