2025 1040X and 1040SR

[crazydj]

I originally filed a 1040 long form for 2025 using itemized deductions which produced a refund of $1,309.  Recently realized that I missed 1 source of income.  I entered the corrected information into TurboTax 2025 and it created both a 1040X showing a payment due of $1,486 and a 1040SR which showed an amount owed of $177.  Which is the correct form/amount to file?

[DianeW777]

The amended form (1040-X) for federal is not ready yet, so you may be seeing the total tax without any adjustments.  If the additional income had no withholding, it may have increased your tax liability and the refund would have been added back as a repayment. Until the actual 1040-X is ready, you should go back and remove the changes so that TurboTax knows the changed numbers versus the original numbers once the amended form is ready.  The IRS does not accept amended returns this early in the tax season through e-file.

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

• You must first wait until the initial return is completely processed.
• You will have to use the same TurboTax account that you used for the original tax return.
• Once you begin your amendment, you'll see your original return.
• The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
• Only make changes to the areas of your return that need to be corrected.
• You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

Amend a tax return for the current tax year

Tax Form Availability - Check the availability which currently shows 02/18/2026.

[crazydj]

Unfortunately, I got caught up in this year's upcoming taxes and last year's to be corrected taxes.

My question SHOULD have said that I was working on correcting my 2024 taxes.  The rest of the information is correct.  I created a correction to my 2024 taxes and TurboTax created 2 forms.  A 1040X (I originally filed a 1040 with itemized deductions) with an amount due of $1,486 and TurboTax also created a 1040-SR with an amount due of $177.  Which is correct?  Which should I file?

Sorry for the mistake in the original question.

[ThomasM125]

You should file the Form 1040-X, keep the other one for your records.

The Form 1040-X amount due is correct if you entered the correct information in TurboTax for the amended return. I suspect the Form 1040-SR is reporting the tax due if you had prepared your original return using the additional income you entered on the amended return. That amount would be factored in with the refund or amount due with the original return you filed to arrive at the amount due on the amended return.

 In other words, you may have gotten a refund on the return you filed, but you should have paid in the $177 shown on the updated Form 1040-SR, so the Form 1040-X is showing the amount you have to pay to straighten things out.

[Edited 2/12/26 at 7:44AM PST]

@crazydj

[panamax]

I tried to process an amended 1040SR. It seemed to work, but when I looked at the form itself it still is labeled as 1040SR.  There is no X on the form.  Is that the way it is or do I still need to wait for corrections or updates?

Thanks

[MonikaK1]

Yes, if you amend your 1040SR, TurboTax will create a Form 1040X. Follow the steps provided by TurboTax exactly when amending your return. TurboTax will create a revised complete tax return to be sent with the 1040X. See here for more information about Form 1040SR.

Before you can file an amended return, the original return will need to have been processed by the IRS (refund issued / payment processed). 

See here for more information on preparing an amended return with TurboTax and this help article for more information.

There are times when you should amend your return and times when you shouldn't. Here are some common situations that call for an amendment:

• You realized you missed out on claiming a tax deduction or credit.
• You accidentally claimed the wrong tax filing status.
• You need to add or remove a dependent.
• You forgot to claim taxable income on your tax return.
• You realize you claimed an expense, deduction, or credit that you weren't eligible to claim.