Amending a return for a military member

[c-its]

I am working with my son to amend his return (he's in the military). He decided to jump the gun on filing his taxes and did not include some items and marked a few things wrong, like that I could still claim him as a dependent, LOL.

So my question is, before we submit the amended return, is the amount showed for Federal Refund on the amended return screen additional money he should be getting back.  For example (not real numbers), his original return stated he got  $450 and on it list $100 on the amended return screen.  So that should be jointly he should get back $550 for a total return correct?

[MaryK4]

Look at the 1040X form- the amount on Line 22 would be the additional amount (if any) he is getting back.  (Not knowing everything that you changed) - it is more likely $100 is the correct refund and he has to pay back $350- this would be LIne 20 of the 1040X.

[chris.hodgdon]

Ok, I will have to look in on his information about that.  What he goofed on and is having to correct are the following items:

1.  He marked himself as a dependent, when he is actually not

2.  He marked that he did not pay more than 1/2 his own support (thinking the Army is actually supporting him).  I told him "you have a job and you support yourself 100%, regardless of that you live in barracks and such"

3.  He did not include money paid into a Roth IRA he setup last year

4.  He did not include his 1099-INT for his bank account, but it really did not matter as his interest income was only $80.00 this past year and really under the limit to report.

5.  And he did not include his 1099-INV on a fund he bough into, again, his numbers were less than $50 on that as well.  

It looks like they are saying he's getting X amount back and then having to pay back a larger X amount.  I told him it might be better to wait and not send the amendment this year and see if the IRS contacts him.  But this is something we will discuss as we make one final adjustment (# 2 from above, we did not change it until I had an answer about it)