Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 4, 2019 5:23:03 PM

Return Question

Hello!
In January I filled my W-2 form taxes, and I already get my refund ($1,242)

But today I filled my student taxes (1098-t Form) and it says that my refund is $3,440, but this amount is including the money that I already received.

I just wanted to make sure that I receive only the amount that I deserve.
$3,440
- $1,242 (Already Received)
= $2,198

Is that correct?

Thank you!!

0 14 1355
1 Best answer
Level 15
Jun 4, 2019 5:23:16 PM

You stated that you have already filed a federal tax return and have received the federal tax refund in the amount of $1,242.  You stated that you received a Form 1098-T and now need to change the original tax return that you completed, filed and received the tax refund of $1,242.

The ONLY way to change a tax return that has been filed and accepted by the IRS is to complete an amended tax return, Form 1040X.  The amended tax return can ONLY be printed and mailed to the IRS.

The specific instructions on how to start an amended tax return using TurboTax is shown in this TurboTax support FAQ - https://ttlc.intuit.com/questions/3402261-how-do-i-amend-my-2016-turbotax-online-return

If you just went back into your tax return and made changes without starting an amended tax return as shown in the TurboTax support FAQ, then you MUST remove all of those changes before starting an amended tax return.

If you need assistance with removing the changes you made to the original return or how to start an amended tax return then you can contact TurboTax support for real-time assistance.  See this TurboTax support FAQ for the procedure to contact Support - https://ttlc.intuit.com/questions/3401489-how-do-i-contact-turbotax?jump_to=answer_5566005

14 Replies
Level 15
Jun 4, 2019 5:23:04 PM

You have to print and mail the federal amended tax return, Form 1040X.  Look at the amended return on Line 18.  Is the tax refund you received shown on this Line?

New Member
Jun 4, 2019 5:23:06 PM

I only have my W-2 Form and 1098-T... Which one is the 1040X ?

Level 15
Jun 4, 2019 5:23:07 PM
New Member
Jun 4, 2019 5:23:09 PM

Thank you!

New Member
Jun 4, 2019 5:23:12 PM

Do I have to wait that my new e-file return get accepted to amend it ? because is still pending ...
Best regards 🙂

Level 15
Jun 4, 2019 5:23:13 PM

If you changed the original tax return that was filed, accepted and you received a tax refund, then you could not have e-filed another tax return from the same account.  Nothing has been sent.  
An amended tax return can Only be printed and mailed to the IRS, it Cannot be e-filed.

New Member
Jun 4, 2019 5:23:14 PM

Ok, so I have to wait that the new tax return get accepted and the mail to the IRS the 1040x form ?

Level 15
Jun 4, 2019 5:23:16 PM

You stated that you have already filed a federal tax return and have received the federal tax refund in the amount of $1,242.  You stated that you received a Form 1098-T and now need to change the original tax return that you completed, filed and received the tax refund of $1,242.

The ONLY way to change a tax return that has been filed and accepted by the IRS is to complete an amended tax return, Form 1040X.  The amended tax return can ONLY be printed and mailed to the IRS.

The specific instructions on how to start an amended tax return using TurboTax is shown in this TurboTax support FAQ - https://ttlc.intuit.com/questions/3402261-how-do-i-amend-my-2016-turbotax-online-return

If you just went back into your tax return and made changes without starting an amended tax return as shown in the TurboTax support FAQ, then you MUST remove all of those changes before starting an amended tax return.

If you need assistance with removing the changes you made to the original return or how to start an amended tax return then you can contact TurboTax support for real-time assistance.  See this TurboTax support FAQ for the procedure to contact Support - https://ttlc.intuit.com/questions/3401489-how-do-i-contact-turbotax?jump_to=answer_5566005

New Member
Jun 4, 2019 5:23:17 PM

Thank you DoninGa !! Great asnwer!
So, I will start filling the form 1040x and mail it to the IRS. Do you know were to mail it in Florida state.

Best regards,

CC

Level 15
Jun 4, 2019 5:23:18 PM

The address for where to mail the amended tax return will be in the Filing Instructions page when you print the amended tax return prior to mailing.

New Member
Jun 4, 2019 5:23:20 PM

Thank you!! have a great Sunday !

New Member
Jun 4, 2019 5:23:21 PM

Hello ! Yesterday I amend my 2016 tax return. Does turbo tax provide me the 1040x or I need to do it by my own and mail it to the IRS ??   Thank you!

Level 15
Jun 4, 2019 5:23:22 PM

When you follow the procedure to amend your tax return as shown in the Support FAQ for amending a 2016 tax return, the program provides the Form 1040X and other associated forms that are required for mailing to the IRS.  You just print and mail the Form 1040X and other forms, sign and date the Form 1040X and mail to the IRS.  The address on where to mail will be included in the Filing Instructions.

New Member
Jun 4, 2019 5:23:24 PM

Ok perfect 🙂  I dont know why I wasn't asked to print anything when I finished to amend my taxes... and turbo tax told me that everything was perfect... and my refund amount increased.