Where do we input 1040-V payment on amended return?

[luisgregla]

Wife and I previously used filing status married filing separate in 2016. I received a refund. She had to pay $1500 using 1040-V. We are now amending our return and are using filing status married filing jointly. Where do we include the $1500 we originally paid towards her tax liability now that we are filing a 1040X amended return? Shouldn't we get credit for paying the $1500?

[Critter · Accepted solution]

The program cannot handle both a refund & balance due on the 1040X so you will need to switch to the forms mode and enter that amount on line 16 manually.  Then follow the rest of the lines to make sure it completes the calculations correctly.

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. If you paid nothing already then this line should be zero.

On line 18 should be the amount of your original refund you received. If you have not received your refund yet then you need to wait for it. If the refund changes from what you expected then this line must reflect that change.

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

[luisgregla]

Line 18 will be the total refund that I received, while line 16 is total amount she had to pay?

[Critter]

Yes ... it is unusual (and the program may not like it ) but that is exactly what needs to happen.