topic How to file an IRS refund adjustment on an amendment? in After you file

How to file an IRS refund adjustment on an amendment?

xmitchj — Sun, 27 Aug 2023 19:21:39 GMT

The IRS adjustment the amount of my refund on my 2022 return, now I need to file an amendment for an unrelated reason, where to do I note that adjustment on the amendment in turbo tax online?

Re: How to file an IRS refund adjustment on an amendment?

NCperson — Sun, 27 Aug 2023 19:29:36 GMT

when you begin the amendment, the first column MUST tie to how the IRS settled your tax return, which in your case is a little different than how you originally submitted it.

the title of Column A is "Original amount reported or as previously adjusted"

Re: How to file an IRS refund adjustment on an amendment?

xmitchj — Sun, 27 Aug 2023 19:51:47 GMT

Thanks for the quick reply! Do you know what screen I do that on with TurboTax online? I can't find it.

Re: How to file an IRS refund adjustment on an amendment?

NCperson — Sun, 27 Aug 2023 19:55:12 GMT

look for form 1040X

Re: How to file an IRS refund adjustment on an amendment?

xmitchj — Sun, 27 Aug 2023 20:03:32 GMT

Thanks. The problem is I'm not sure what section of TurboTax Online I need to update that will then reflect on line 18 of the 1040-X.

Re: How to file an IRS refund adjustment on an amendment?

fanfare — Sun, 27 Aug 2023 20:16:20 GMT

TurboTax Online makes it difficult to adjust Line 18.

Maybe @Critter-3 knows a workaround.

Re: How to file an IRS refund adjustment on an amendment?

NCperson — Sun, 27 Aug 2023 20:17:12 GMT

what specically did the IRS adjust?

Re: How to file an IRS refund adjustment on an amendment?

xmitchj — Sun, 27 Aug 2023 20:20:27 GMT

I didn't include an estimated tax payment I had made during the year when I originally filed the return. I was due a refund and the IRS then increased the amount of my refund to account for the tax payment I forgot to include.

Re: How to file an IRS refund adjustment on an amendment?

xmitchj — Sun, 27 Aug 2023 20:21:08 GMT

Bummer, good to know. Thanks.

Re: How to file an IRS refund adjustment on an amendment?

NCperson — Sun, 27 Aug 2023 20:24:25 GMT

@xmitchj - so you will need to adjust the estimated payments in TT to match what the IRS did.

this is the line the IRS adjusted:

Line 26 of Form 1040: 2022 estimated tax payments and amount applied from 2021 return . .

Re: How to file an IRS refund adjustment on an amendment?

fanfare — Sun, 27 Aug 2023 20:46:19 GMT

If Line 13 Col A is "as adjusted" it should equal Line 13 Col C and Col B would be zero.

I don't know whether this would cause TurboTax to change Line 18. I doubt it.

cc: @NCperson

@xmitchj

Re: How to file an IRS refund adjustment on an amendment?

xmitchj — Sun, 27 Aug 2023 20:47:53 GMT

If I do that though it will increase the amount of the refund I'm getting on my amendment by the amount of the tax payment. I've already received that estimated payment back from the IRS so just updating my estimated tax payment will over inflate the amount of my new refund. I'm new to this but I feel like I need to update the estimated payment to reflect what I actually paid but then also make an update else where to offset that since I've already received that money back from the IRS. Hope all that makes sense.

I really appreciate all the help with this!

Re: How to file an IRS refund adjustment on an amendment?

fanfare — Sun, 27 Aug 2023 20:50:49 GMT

The thing to do, probably, is

undo the amendment changes
cancel the amendment.
revise the original return to fix the "Estimated tax" as adjusted. that's done with the "Add a State" trick.
restart your amendment.

@xmitchj

Re: How to file an IRS refund adjustment on an amendment?

VolvoGirl — Sun, 27 Aug 2023 21:05:04 GMT

Fanfare is right. Except first undo/delete/cancel the amended return. Then undo any changes to our your return back to the original. Then add the estimated payment the IRS added. Then amend.

Re: How to file an IRS refund adjustment on an amendment?

xmitchj — Sun, 27 Aug 2023 23:43:19 GMT

@fanfare @VolvoGirl Thanks, I'll try that!

Re: How to file an IRS refund adjustment on an amendment?

xmitchj — Mon, 04 Sep 2023 21:03:00 GMT

@fanfare @VolvoGirl Unfortunately this doesn't seem to be working for me. I undid my changes then cancelled the amendment but after revising the original return to include the "Estimated Tax" payments then re-attempting the amendment, the estimated tax payments are still getting included as part of the amendment (thus over inflating the amount of the new refund I'm supposed to be getting). Any other ideas? Thanks again for all your help with this.