The IRS corrected my form and issued a refund, however, the refun is not the total amount due. Can I file an amended tax return for the difference owed on the refund?

[rguillerault]

The incorrect filing was a result of an incorrect field in the charitable contributions that I was able to override.  Unfortunately, I overrode it incorrectly which thru off the entire calculations on the form.  I mailed the form into the IRS who then adjusted the form and sent me a refund.  Unfortunately the refund didn't include my residential energy credits so I'm still owed money.  Can I file an amended tax return?

[Mike9241]

yes you can file an amended return to claim the REC.  but if you claimed them on your original filing it's surprising they weren't included in your original refund.

[Cynthiad66]

Yes you can amend your return but wait until you receive the Notice of Adjustment from the IRS.  The Notice will allow you to challenge the adjustment and present new information and not need to amend.  Since the IR has the return open they will make all adjustments.

You may not need to amend.

[rguillerault]

Thank you.  Well, this is really a return my Mom (82 years old) sent in incorrectly.  She did receive the letter from the IRS and the refund.  She called and was literally on the phone with them for 2 hours only to get no answers and the representative was uncertain as to whether or not she'd be eligible to amend her form...he referred her to IRS.gov...ugh!  Anyway, I believe you said amending is fine as well.  I'm assuming because my Mom's original submitted tax form was incorrect that I will have to re-due it so it matches the IRS calculations then amend based on that?  Am I correct?

[rguillerault]

Well, the form for REC was included but because the calculations were so wrong it literally zero'd out any credit and placed the credit of $530 at the bottom stating it was something that still could be rebated on my Mom's 2022 taxes -- the REC was for solar panels so for the past few years you could get "x" amount as a rebate, this is actually the last rebate for these solar panels.  

[rguillerault]

When my Mom called the IRS, the man she was speaking to was not helpful.  He didn't seem to understand the issue and after a couple of hours of her being on the phone with him, he said he wasn't certain she could file an amended form and referred her to the IRS.gov website -- that was certainly not helpful.  I'm fine with helping her file  her amended tax form, however, because her error caused most of the calculations in the form to be incorrect, I just need to know if I have to change the original submitted tax form to match the adjustment the IRS made first.  I hope this is clear enough.  Thank you

[JohnB5677]

You should do both at the same time.  Do only one amended return.  

Indicate the amount of the refund your Mom already got, and post the changes the IRS made.  This will bring you to the point where the tax return stands right now.

Continue on the same amended tax return with the additional corrections you have.

[rguillerault]

Okay, thank you.  I'm going to try and do that.  It's so frustrating because this to me should have been a simple fix for the IRS since they already adjusted the refund amount due to the errors on the form.