E-File Amended 2021 Return

Forum|Forum|3 years ago
February 1, 2023
2 replies
1 view

I need to amend my 2021 return as I filed in 2022 before TurboTax had been updated with form 8915 and did not realize that the covid retirement distribution I took in 2020 did not pull into my return so I could pay tax on 1/3 of the distribution. I entered all the information and got to the point where I get a message: Federal return ready to e-file and state return ready to print and mail, however, Turbotax won't actually let me e-file. I cannot enter today's date to make the payment as it does not like the date and seems confused that I owe money since my amended return is also a refund, just a few hundred dollars less. Does anyone know if Turbotax should be allowing this or if I need to print and mail my federal amended return?

Thank You!

Best answer by DanaB27

Please be aware, that you cannot e-file for years prior to 2022, you'll need to print and mail your amended return. Please see How do I amend my federal tax return for a prior year? and Can I e-file my 1040X to amend my return for additional information.

To verify, when you started your amended return the refund counter stated $0, correct? If the amended return states you are getting a refund after making changes, it seems it calculated a refund and you might want to check your entries.

Login to your TurboTax Account
Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
Click "Continue" on the “Review your 1099-R info” screen
Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen
Answer "Yes" on the "Did either of you take a disaster distribution at any time between 2018 and 2020?" screen

Please sure you enter the amount from Form 8915-E, line 9 twice (if it was not from an IRA) or enter the amount from Form 8915-E, line 17 twice (if it was from an IRA). This amount should be 1/3 of your 2020 COVID distribution.

If you have a balance due then you can also pay on the IRS Payment site.

D

DanaB27Answer

Level 15

Please be aware, that you cannot e-file for years prior to 2022, you'll need to print and mail your amended return. Please see How do I amend my federal tax return for a prior year? and Can I e-file my 1040X to amend my return for additional information.

To verify, when you started your amended return the refund counter stated $0, correct? If the amended return states you are getting a refund after making changes, it seems it calculated a refund and you might want to check your entries.

Login to your TurboTax Account
Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
Click "Continue" on the “Review your 1099-R info” screen
Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen
Answer "Yes" on the "Did either of you take a disaster distribution at any time between 2018 and 2020?" screen

Please sure you enter the amount from Form 8915-E, line 9 twice (if it was not from an IRA) or enter the amount from Form 8915-E, line 17 twice (if it was from an IRA). This amount should be 1/3 of your 2020 COVID distribution.

If you have a balance due then you can also pay on the IRS Payment site.

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S

SandyOHAuthor

Level 3

Thank you. This is very helpful. I have completed the returns and am ready to mail. Is there a way for me to calculate whatever federal and state penalty I will be accessed and pay with my amended return rather than wait to receive a separate bill from fed/state?

K

kaydee

Level 4

It sure would be nice if TurboTax fixed this issue. They clearly state (in multiple places) that if you e-filed the original return, you can e-file the amended, with TurboTax. The date bug needs to be fixed!!

Can I e-file a Form 1040-X?

Yes, the IRS began accepting e-filed amended returns for 2019 and later tax years. However, for an amended return to be electronically filed, your originally filed tax return has to have been electronically filed as well.
.....
Can I e-file my federal Form 1040-X amended return?
Your 2022, 2021, or 2020 federal Form 1040-X amended return may be eligible for electronic filing if the original return was successfully e-filed using TurboTax.

K

kaydee

Level 4

I went thru the process of trying to e-file the amended return, which TT says I should be able to do in the final review step of the software, and I too got the date error and then that the e-file window is closed for a 2021 amended return. Ugh, wish TurboTax would finally fix this date issue since the software clearly states e-file of amended is an option!!

I then went back to the file process and chose file by mail and TT is saying "The following returns have been transmitted. Don't file returns by mail that have already been transmitted electronically".

So.... did the amended return actually get e-filed?? Guess I have to wait and just check the IRS Where's my amended return? website page to see if TurboTax sent it??