fanfare:
The IRS never acknowledged receipt of the first 1040-X (December, 2022), although they did acknowledge the voided check that accompanied it. I included a brief cover letter and extensive documentation with the 1040-X. The IRS kept telling me to wait, as they were backlogged, then finally suggested that I resubmit it - which I did in June 2023. They sent me another check (with more interest) in August 2023, but did not fix the problem. When I spoke with the phone agent, she said that although she didn't know for sure what happened, she guessed that since my 1040-X reflected my original return (Column-A matched Column-B, and Column-C was all "Zero"), the system probably did not think that anything needed to be done. She suggested that I resubmit another 1040-X with the information that the IRS "thinks I sent in" (per the transcript) in Column-A, my intended (and original) information in Column-B, and the difference in Column-C). I submitted this 3rd 1040-X in September 2023. It is this submittal that is still (hopefully) being worked on.
I did consider keeping the check and investing it per your suggestion, but that did not seem correct or honest. I just want my taxes to be correct. I am fairly confident that my original submittal is correct - I just need them to insert the one page (Schedule SE) that they seem to have lost. If I did make a mistake - it would be so nice to be able to sit down with an agent and resolve it.
