We have to do an amended return b/c we rec'd a 1099B after already e-filing. Now showing a $97 refund. But return already filed had a $547 refund. Is the $97 in addition?

[MinhT · Accepted solution]

When you start an amended return, the refund counter is reset to 0 and any refund you see on the counter of the amended return is additional to your original refund.

[stephieturbomidg]

Thank you! That's exactly what I needed to know.

[Critter]

First ... do NOT amend the return before you have received the original refund !!! 

Then ...  Look at the form 1040X …

Column A should have the figures from the original return, Column C the corrected figures and Column B the differences between the other 2 which needs an explanation on page 2 of the form 1040X.

If you completed it correctly you will see an entry on either line 16 OR 18:

On line 16 should be the amount you paid with your original return. 

On line 18 should be the amount of your original refund you received.

Then you will see your extra refund on line 22 OR  the new balance due you need to pay on line 20.