topic Re: Ammending Return Question in After you file

Ammending Return Question

bulbataxes — Mon, 09 Mar 2026 10:39:20 GMT

Hey there! So I have to file an ammendment for my partner's tax return (left out a W2) and had a few questions. For context the original has been accepted by federal and state.

1. Should I wait until she receives the refund and file the ammendment? Only asking this because when I started the process for ammendment via Turbotax, after inputting the other W2 that was left out, she owed money for both federal and state. I did read online from others stating to wait for refund from original return and then ammend.

2. During the ammendment process (I do plan on e-filing since it's more convenient) do I include the original tax documents as well or is it just the missing W2?

3. I'm also assuming that I will need to pay for the upgraded version of turbotax to file ammendment right?

Thanks in advance!

Re: Ammending Return Question

bulbataxes — Thu, 14 Apr 2022 20:16:31 GMT

Any suggestions?

Re: Ammending Return Question

fanfare — Thu, 14 Apr 2022 20:24:08 GMT

If you e-File 1040-X TurboTax takes care of sending in the required forms.

There nothing further for you to do.

1040-X assumes you got, or will get the original refund.

Review 1040-X very carefully and understand it before you SUBMIT it.

Re: Ammending Return Question

bulbataxes — Thu, 14 Apr 2022 20:28:49 GMT

Hey there, do you suggest waiting for the original tax refund to deposit into the bank account, then file for the ammendment? Also based off of your answer do I just enter the missed W2 only when filing ammendment?

Re: Amending Return Question

bulbataxes — Thu, 14 Apr 2022 20:31:01 GMT

Following up on that question, in that case do I have to submit an amended return prior to April 18th to avoid fees, etc.?

Re: Amending Return Question

skinnylucy — Thu, 14 Apr 2022 20:59:06 GMT

i efiled federal 4-12 it is accepted. 4-13 found mistake that lowers refund, on 4-14 filed ammended return.

do I wait to see which refund I get or pay extra now ( the difference between the bigger, wrong, refund and the real refund? I am likely to have to get 2 seperate refunds that way....