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Level 1
posted Jan 27, 2020 5:13:31 PM

Tax Year Prior to 2020: amending return

I filed my taxes and the irs has accepted them, but I just received a 1098-T form from my daughter's college and I plugged the figures in and it shows that I would recive  $1,000 more on my return. Should I file an amended return?

0 20 9006
20 Replies
Expert Alumni
Jan 27, 2020 5:31:59 PM

Yes.  Since your return has been accepted, wait until your return has been processed and you receive your refund or conformation that any tax due has been paid. (If you file an amended return while you first return is being processed it can cause extended delays for both returns if two returns are in the system at the same time).

 

See this TurboTax FAQ for help with amending:

How do I amend my 2019 TurboTax Online return?

 

You can check the status of your amended return here but allow 3 weeks after filing for it to show up:

Where's my amended return?

 

Amended returns can only be mailed - allow 8-12 weeks for processing.

Level 1
Jan 27, 2020 5:57:04 PM

But do I wait to spend the refund until after the amended return has been accepted

Expert Alumni
Jan 27, 2020 6:06:28 PM

As long as you are due additional refund, you should be ok.

New Member
Jan 31, 2020 12:37:27 PM

I forgot to add a w2 to my return, how do i go about adding it?

Expert Alumni
Jan 31, 2020 12:46:37 PM

If your return has been accepted by the IRS, then you will need to file an amended return in order to include the information on your additional W-2.  

 

If your return is rejected for any reason or if you have not filed yet, then you can include the W-2 before you resubmit or file it.

 

If you have filed and you will be amending your return to add the W-2, you should wait until your return has been fully processed and your refund has been received if you are expecting one before amending.  

 

Then, use the instructions in the following TurboTax article to amend your return:

 

How do I amend my 2019 TurboTax Online return?

 

Returning Member
Feb 1, 2020 11:56:34 AM

I got a 1099 paper after filing my taxes. Do I have to Amend it right away or what do I do i never got one of these before.. Its from my bank

Returning Member
Feb 1, 2020 11:57:38 AM

And it has been accepted 

Expert Alumni
Feb 1, 2020 12:07:20 PM

Yes, you should amend your return fairly soon. 

 

You want to amend the return before you receive an IRS letter for the missing Form 1099.

 

You will need to wait until the IRS has accepted your original return before filing the amendment. If you are to receive a refund, wait until you receive it before filing the amended return. If you owed the IRS money, then wait for your payment to clear. 

 

For TurboTax Online, simply login to your account and select “Amend a return that was filed and accepted.” If you used our CD/download product, sign back into your return and select “Amend a filed return.

 

You can find out more about amending a return here

 

@nnhm

 

 

Level 3
Feb 4, 2020 2:04:40 PM

I downloaded the desktop software for MAC to amend my 2018 which has been already filed with Turbo that year, however, none of the information was imported over? I had no issues with my 2017 and all the info from 2017 was already there including my refund amounts. This is not the case with 2018 and even tho I click on amend a return it is asking I enter all my info including my W-2 again.

Level 15
Feb 4, 2020 2:08:48 PM


@Puravida143 wrote:

I downloaded the desktop software for MAC to amend my 2018 which has been already filed with Turbo that year, however, none of the information was imported over? I had no issues with my 2017 and all the info from 2017 was already there including my refund amounts. This is not the case with 2018 and even tho I click on amend a return it is asking I enter all my info including my W-2 again.


Did you download the 2018 tax data file from the online account?

To access your current or prior year tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download .tax file

 

If so, you should be able to browse to the location where you downloaded the tax data file and start the amended return.

Returning Member
Mar 3, 2020 5:13:20 PM

I need to change my information on my return. I have correct my state. I tried to stop it when I realized the issuse

Expert Alumni
Mar 4, 2020 2:17:50 PM

Your question isn't clear, did you need to amend your return, or did you start the amendment and now you do not need it and need to clear it our of the system?

New Member
Mar 7, 2020 6:46:43 PM

If I had already filed my taxes for 2019 an I recived another w2 how do I add it in my return that I filed 

Expert Alumni
Mar 8, 2020 5:11:41 AM

If you have already filed, then you will need to amend your return to add the W-2.  You should wait until your original return has been fully processed and your refund has been received if you are expecting one before amending.  

 

Then, use the instructions in the following TurboTax article to amend your return:

 

How do I amend my 2019 TurboTax Online return?

 

@Iselasnz

New Member
Mar 16, 2020 9:09:24 PM

I made an amend while my taxes are being processed but, have not mailed the amend yet will I still get my 1st refund in a timely manner

Expert Alumni
Mar 17, 2020 5:14:38 AM

Your original return is still being processed as it normally would be.  I can't speak to whether your refund will be sent in a timely manner.  

 

Until you mail the amended return, the IRS has no way to know that any changes have been made on your end using TurboTax.  They are still processing the return that was electronically filed or mailed to them initially.

 

@Bheadley52

New Member
Apr 20, 2020 9:28:17 AM

Thanks for your reply. It was the state refund I suppose to had received weeks ago as like my federal refund.

New Member
May 1, 2020 6:45:25 AM

/how do I amend a return. I now have a 1098-T

New Member
Jan 12, 2021 1:57:12 PM

I deed to amend my 2019 Tax Return due to my own error, do I need an AMENDED FILE FORM? 

The original 2019 Tax Return was just mailed on 1/6/2021 

Since having to file by mail, I dont know if they have received it. 

They owe me more money.  So is there an 2019 tax return form I need to mail mail with the Amended tax return?

Expert Alumni
Jan 15, 2021 1:33:57 PM

You can prepare your 2019 amended return and e-file it in TurboTax, but you need to wait until your original return has been processed. If you will be receiving a refund from the original return, wait until you receive it before you prepare your amended return.

 

The amended federal return is a form 1040-X. It is a two page form that will list your original tax numbers, the numbers you are changing and the new adjusted amounts. TurboTax will also prepare a state amended return if necessary, based on the information you enter.

 

You will see an option to prepare an amended return on your home page in TurboTax. It may not be available at this time, however, as it is early in the tax preparation season.