KochuK
Employee Tax Expert

After you file

(1) You should compare the original e-filed version with the current version within TurboTax to identify what has changed and what are the components of increased refund amount. You can call TurboTax for assistance on this task.

(2) Once identified, a Tax Expert will advise if you need to file an amendment to claim the bigger refund.

 

One common example is the exemption up to $10,200 of 2020 unemployment compensation from American Rescue Plan (ARPA) enacted retroactively during 2021 filing season. It might reduce tax liability, increase current credit amounts or even trigger new credit that is not on the original e-filed tax return. Below is more information on this topic.

https://www.irs.gov/newsroom/irs-sending-more-than-2-point-8-million-refunds-to-those-who-already-pa... 

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