I made an e-file using turbotax, can I cancel or change it?

[dogyu]

Hello, I already filed my tax refund and it is accepted by federal and state.

However, I realized I should not apply to turbotax for tax refund. Because my visa status is J-1.

I know if I get tax refund with inaccurate forms, I may get disadvantage when I re-enter the U.S. or apllying green card.

How should I do?

[HelenC12]

You'll need to amend your income tax return to reverse the filing. 

Note: the 2019 amendment form 1040-X hasn't been released by the IRS so you won't be able to amend your tax return until then. See When will my forms be ready?

Once the forms are ready, see How to amend (change or correct) a return you already filed.

Related information: Sprintax

[dogyu]

Thank you Helen, I appreciate for answering.

Can you tell me more about form of 1040X?

You mean IRS doesn't upload their finalized 1040X form yet?

[RobertG]

The IRS form 1040X should be ready on 2/27/2020

Here's how to amend your 2019 return with TurboTax.

First, make sure that your 2019 return was accepted in TurboTax Online or paper-filed through the mail. Wait until your refund is received or you are billed.  You want to be sure your original return is fully processed before you amend.

1. Sign in to TurboTax.
2. Scroll down to Your tax return & documents (you may need to select Show), select 2019 and then Amend (change) return.
   • If you only see the option to amend 2018 or earlier, it's because you can't amend an unfiled 2019 return. Instead, just select Pick up where you left off, make your changes, and disregard the rest of these instructions.
3. Select Amend using TurboTax Online.
4. Carefully follow the instructions. Don't worry if your refund changes to $0. This is normal on amended returns.
5. When finished, we'll give you instructions for printing and mailing your amended return as amendments can't be e-filed.

Three weeks after mailing your amended return, you can start tracking it at the IRS Where's My Amended Return? tracking tool.  Please allow at least 16 weeks for the IRS to process your amended return.

Processing times for amended state returns vary from state to state. If it's been more than 12 weeks since you mailed your amended state return, and you haven't heard anything, we suggest you contact your state tax agency.

[dogyu]

Thank you.

So I have to make amend return when the 1040X form is ready and this will be on 02/27/20.

When I finish 1 to 5 process, you guys will give me the amended return for mailing. And then, IRS takes 16 weeks to check my amended return?

When IRS finish my  amended return, do I have to re-write tax return form which is 1040-NR form to IRS again?

Please help me.

[KarenJ2]

As you are a J1 visa holder, the steps for amending your tax return are different from a normal tax amendment.

You can use the steps here below to amend from 1040 resident return and file a correct 1040NR, AFTER the IRS has accepted your return and you've received a refund (or pay tax due). You will need to have your correct tax return prepared as a 1040NR. TurboTax does support nonresident returns however  we partner with Sprintax and they can help you with a 1040NR. 

After your 1040NR is complete, print your 1040NR with Sprintax; do not e-file it..  You must mail the 1040NR along with the amended return Form 1040X 

Per IRS Form 1040X instructions,  page 7: 

To amend and file the correct return, do the following:    

• Enter your name, current address, and social security number (SSN) or individual taxpayer identification number (ITIN) on the front of Form 1040X.  

• Don’t enter any other information on page 1. Also, don’t complete Parts I or II on page 2 of Form 1040X.  

• Enter in Part III the reason why you are filing Form 1040X.   

• Complete a new or corrected return, Form 1040NR,  

• Across the top of the new or corrected return, write “Amended.”   

• Attach the new or corrected return to the back of Form 1040X.  

**Make sure you check the box to show the tax year that you are amending on Form 1040X.   Make sure you sign your 1040X and 1040NR.

Sprintax   Form 1040X       1040X Instructions 

[dogyu]

Finally 3/11, I received federal refund.

But here is the thing. When I try making taxrefund documents from Sprintax, it says I have to pay around $80.

However, the Federal gave me $254, then do I have to pay $80 + $254? Or just $80?

And yeah, I understand I should make 1040-X & 1040-NR. But, 1040-X is just for federal.

I live in CA so, shoud I also make 540-X? And then, how to ammend it?

Thank you.

[LinaJ2020]

You would need to contact Sprintax about the fees.  You might not need to amend your California return.

If you live in the state of California, you are considered as a CA resident regardless of your visa status.  The state of CA sees you as their full-year resident and required to file if meet it's residency filing requirements. You will need to file a Form 540 2EZ or regular 540 if your income meets the requirements.  To verify, contact Sprintax or your state

[dogyu]

Thank you for your answer.

I already made and printed a tax return form by myself, now I'm ready to send amended file.

So here is the thing how do I pay to Federal or State?

Can I transit to them? Or check? I don't know how to do...

Please give me your help.

Tahnk you.

[MayaD]

You can mail a check with your amended return or you can pay the balance you owe online, using Direct Pay or the Electronic Federal Tax Payment System (EFTPS)