How to file a 1040X online with TT software

[freddytax]

I need to file a 1040X as I forgot to include form 8962 (Premium Tax Credit).  For the life of me I cannot find how to do this.  I have my return in front of me that was accepted by the IRS with the 8962 added and the additional tax I owe calculated into the total.  I read where the 1040X only needs to include a) the 1040X itself, b) additional form (in this case 8962), and c) the additional tax owed.  Any help is greatly appreciated.  Note:  when I log into the TT web site all I get is filling out a new return.  I go to my profile and there is nothing about a) what I already filed and b) how to amend the return.

Thank you

[JohnB5677]

This will help give guidance on how you can get the 8962

 I got a 12C letter from the IRS (Form 8962)

[freddytax]

Ok, I believe that filing a 1040X online is NOT possible and there is a reason why the TT web site guidance is to just wait for the IRS to contact you about the missing 8962.  Processing a 1040X can take up to 16 weeks.  So you basically wait for the 12C from the IRS that tells you that you've been remiss, correct?

[freddytax]

Thank you.  I should also note that I did indicate correctly for my first submission of the 1040 that I went through the Market Place for healthcare.  The return was not accepted as the 8962 form was not included.  I submitted a second time saying that I did NOT go through the Market Place.  This was a mistake but the return was of course accepted.  I'm guessing that since the IRS has a copy of my 1095-A that this will elicit a 12C.  Does the Community concur with this guess?

[SusanY1]

That's a pretty good guess, yes.  You can wait for the letter from the IRS and reply to it directly.  While the advertised processing of 1040X is "up to 16 weeks" we are currently seeing MUCH longer processing times, even for electronically submitted amendments (it is possible to e-file 1040X, though not 100% of the time).  

The IRS may (and likely will) send you the notice while the amendment is still pending, which creates a mess.  

If you've not heard from the IRS within a few months, then I would proceed with amending the return.  But I'd give time for the 12C to get to you first.

[freddytax]

Thanks, Susan, I like that advice!  I've received notices in the past for things like not including a dividend from a 1099-DIV and, if memory serves me, the IRS started calculating the interest owed at the time of the letter generation.  Is that the case or does the clock start running Apr. 16?  With all the IRS staff reductions I'm sure this will get settled some time in 2026!

[freddytax]

In my career I worked for software companies like Cisco Systems and we had a process for feature enhancement requests.  Does Turbotax have that, e.g., "it'd be great if you could submit a 1040X via the software tool"?  Now this specific request could be a limitation of the IRS systems, i.e., the system cannot ingest a 1040X?

[MindyB]

As @SusanY1 mentioned, it is possible to file an amended return (Form 1040X) online, just not for every situation.

Thank you for your feedback and we will forward it appropriately!