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I had to remove duplicate 1098 forms. My refund says $0 do I need to file again?

 
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3 Replies

I had to remove duplicate 1098 forms. My refund says $0 do I need to file again?

Let me see if I have this right ... you filed a return and noticed an error.   So you completed the amendment process and the 1040X column B  and nothing has changed then you do NOT need to file that 1040X for obvious reasons. 

 

Look at the form 1040X …

Column A should have the figures from the original return, Column C the corrected figures and Column B the differences between the other 2 which needs an explanation on page 2 of the form 1040X.

If you completed it correctly you will see an entry on either line 16 OR 18:

On line 16 should be the amount you paid with your original return. If you paid nothing already then this line should be zero.

On line 18 should be the amount of your original refund you received.  If you have not received your refund yet then you need to wait for it.  If the refund changes from what you expected then this line must reflect that change.

Then you will see your extra refund on line 22 OR  the new balance due you need to pay on line 20.

 

 

 

I had to remove duplicate 1098 forms. My refund says $0 do I need to file again?

What was the 1098 for?  Mortgage interest?  If you are taking the Standard Deduction then a dup 1098 won't change your federal return but maybe state if you itemized.

I had to remove duplicate 1098 forms. My refund says $0 do I need to file again?

Looks like there was a Turbo Tax problem.  On 6/30/23 Turbo Tax posted about duplicate 1098 forms

https://ttlc.intuit.com/turbotax-support/en-us/help-article/amend-tax-return/look-duplicate-1098-ame...

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