I had to amend my returns for 2022, i originally paid 60k but with the amendment i owed 54k. should I mail anything?

[MariaIordache]

I had to amend my e-filed returns for 2022. i originally paid 60k but with the amendment i actually owed just 54k - which is reflected in 1040-V and in 1040-X. The federal payment of 60k already was taken out of my checking account. I submitted the amended form after that cleared, as instructed originally. Since i do not owe, but i need to receive 6k, should I mail anything?  When I submitted the amendment turbotax asked that I mail form 1040-v that shows 54k with the payment but I have no payment to make, just need to receive a 6k refund due to the amendment.

[DoninGA]

The Form 1040-V is not filed with the amended tax return especially since you owe no taxes on the return.  You only need to file the Form 1040-X since the amended return shows a tax refund.  The IRS will send the refund as a check in the mail.

[MariaIordache]

How do I file 1040-x, is that not e-filed electronically by turbotax?

[DoninGA]

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@MariaIordache wrote:

How do I file 1040-x, is that not e-filed electronically by turbotax?

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E-filing for tax year 2022 has closed so you will have to print and mail the 2022 amended tax return.

[MariaIordache]

I am sorry, I live in California and the tax deadline is extended.  Given that can you please clarify what I need to send by mail - I understand I need to send 1040-X but not 1040-V (or both)?  To the address shown in the 1040-V?  Thank you!

[VolvoGirl]

The amended return should have included the original tax due you paid.  So the amended return should be only for the difference you get back.

Check the amended return line 16.  Does it show the original tax due?   That assumes you paid it.  Go by the actual 1040X.  Line 18 should be your original refund amount and line 22 should be your additional refund.  If you paid on your original return it will be on line 16.  If there is an amount owed with the amendment, it will be on line 20.

  Ignore the 1040V.  That is for the original return or what the original return would have been if it didn’t need correcting.  Don’t pay the amount on the 1040V.  Pay the amount on the actual 1040X line 20.

[MariaIordache]

All right, here is what I see in 1040-X:

- line 16 60k

- line 18 0

- line 20 0 (nothing)

- line 22 6k

So, I am owned 6k, the original question stands: what do I need to file at this point (given that I amended usign turbotax and i like in California where the e-file deadline is Nov 16)?  Anything at all?  If I need to physically file anything (1040-X), to what address do I send that?  Turbotax only told me to send 1040-V, this is why I posted

the original question....  Thank you again!