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Level 3
posted Mar 14, 2024 9:40:13 AM

e-file amended 2022 return - tt doesn't allow?

I had to amend my 2022 calendar year taxes with a 1099R.  I initiated an amended return through TT desktop ed, and completed it - says "If you'd like to file electronically click on the 'file' tab above to proceed". 

 

I do that but then it says "E-filing is closed for the Season".  TT doesn't seem to be understanding that I have an amended return (despite creating one in TT and having the original there too).  Would be so much cleaner to deal with this electronically - has anyone gotten it to work?  Thanks!

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8 Replies
Level 9
Mar 14, 2024 9:42:44 AM

E-filing is closed and you have to print and mail now.  Sorry that the desktop program is wrong.

Expert Alumni
Mar 14, 2024 10:00:48 AM

No, @taxlady28 is correct.

 

  • The TurboTax filling window for personal returns (and amendments) goes from January to mid-October of the calendar year that immediately follows the tax year.
  • A 2022 returns could be e-filed from January 2023 through October 2023.
  • To file the 2022 amended tax return please see How do I print and mail a return in TurboTax Desktop for Windows?

Level 3
Mar 14, 2024 11:53:07 AM

Thank you @JohnB5677 and @taxlady28 for bringing my search for e-filing to an end.

 

Do I just mail form 1040X? - I don't need to include all the other attachments like 8949 etc that weren't affected?

 

No where does 1040X explicitly state what I owe the IRS - my total refund is $30 less than the original filing.  So I just include a check for $30?

 

 

Thanks!

Expert Alumni
Mar 14, 2024 12:30:31 PM

Your welcomed!

 

  • You will have to return the 1040X, the recalculated 1040, and a copy of the 1099-R.
  • On the 1040X, line 20 is the amount that you owe the IRS.
  • Yes, you can make a check out for the amount on line 20.
  • Please remember to sign both the 1040X and the updated 1040. (Many people forget!).
  • Your Federal tax return goes to a different location depending on the state that you live in.  
  • See this list to determine the location for you.   Where to File Paper Tax Returns (irs.gov)


 

Level 3
Mar 14, 2024 12:44:14 PM

Appreciate the rundown of what I need to do @JohnB5677.  There's a note in TT that the refund counter will (or may) reset to 0 for an amendment.  Makes sense, but mine is ~$200 refund right of the bat.  I literally have entered nothing, but just started the amendment process.   Not sure why this is happening.

Expert Alumni
Mar 14, 2024 12:53:50 PM

I think your on the very first screen.  If you go forward one more step the "Tax Counter" will go to zero.

Level 3
Mar 14, 2024 1:02:22 PM

Actually @JohnB5677 it stays like that even as I'm to the point of entering my 1099R....   The counter dropped from my original (greater) refund amount to ~200 upon starting the process and has stayed at that amount.  Entering my amendment knocks of $30, but again, still seeing a refund.  

 

I even deleted the amendment and repeated the whole thing and it happens again.

 

I figured out what's happening - but not why - the second I start an amended return, TT says I have ~900 dollars less income than previously stated.  I didn't entire a darn thing at this point - this just happens immediately and I see it on the proto1040X that TT is generating.

Expert Alumni
Mar 20, 2024 9:43:53 AM

Make sure you are using these guidelines when amending. If you want to make changes or add a document to a tax return that has already been submitted, 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 amending. 
  • 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 

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download