Thanks @dmertz ,
I think I get it. But need to make sure to avoid mistake.
I understood that I need to file 1040X, 5329, schedule 4 and 1040.
Open question is just about the 1040.
Is this right:
When I write the new 1040 manually (no turbo tax here - even if I have the license), I write the same number as before for 'withholding'. The change will show where I will owe 330 more in taxes. So that in turn will reduce the number in line 20a by 330 (refund).
i.e. line 14 and 15 increase by 330, lines 16,17,18 remain the same, lines 19 and 20a REDUCE by 330.
Do I write the routing number and account number too? I don't see the need, but don't know what IRS expectation is.
