Comments on: When Should You Amend Your Tax Return?

By: BB

BB — Mon, 15 Apr 2013 11:28:38 +0000

Turbo Tax glitch resulted in my return saying yes to ‘I made payments that require a 1099′ and yes to ‘I will send documentation of those payments’. It did it last year and this year too. I am a home daycare provider and did not make any payments requiring a 1099. I called last year and a Turbo Tax rep told me that I did not need to file an amended return because the glitch wasn’t a ‘tax issue’. Is that right? And what can I do to change this going forward?

By: Michele

Michele — Mon, 15 Apr 2013 03:30:13 +0000

I know this is so last minute but I’m freaking out. My husband & I e-filed married jointly on TT and thought we were able to claim our 21 year old as a qualified dependent because he made less than $3800.00. We’re getting a refund of $120.00 (F&S). I e-filed my son’s taxes on TT but as single, not a student and someone else can claim him (he’s getting a refund). All of this would have been perfect until I found another W-2 for him causing him to make more than $3800.00. His federal was accepted / state is still processing. Our federal and state were both accepted. Nobody has received a refund amount as we only just filed today (I work a lot and husband is over the road driver). I’d like to change my son’s returns right now because of the missed W-2 or do I have to wait until he gets his refund? I will have to wait to amend ours because I know that we’ll owe and I won’t have the money until later this week. Will I have to wait for our refund as well or can I amend it sooner? It was an honest mistake and I’m sick over it. Thank you so much in advance.

By: pat bailey

pat bailey — Sun, 14 Apr 2013 19:50:01 +0000

I filed my son’s return and said that no one is declaring him a dependent. He has already received his refunds. Now, in doing my taxes, I see that I can still claim him and need to do so (and did do so). Should I go in and amend his return now? Does Turbo Tax charge you again for this? Can I do it on TT and not pay? Plus, I see that I forgot to add income of $2K which was a withdrawal from my IRA. Should I wait for my refund and then amend? Do I use 1040X? Thanks.

By: S. banks

S. banks — Fri, 12 Apr 2013 02:50:26 +0000

I have exiled my return and as soon as I hit submit I realized I typed the wrong state tax withheld on a 1099 as 2400 instead of 240. What should I do? This reduces my refund amount greatly.

By: ABU

ABU — Thu, 11 Apr 2013 15:12:02 +0000

my son wrote the wrong amount of tax from the tax table, which resulted in lesser refund. Will he file an amendment return or the IRS can detect the mistake and automatically sen the
correct refund?

By: ABU

ABU — Thu, 11 Apr 2013 15:08:21 +0000

My son wrote the wrong amount of tax from the tax table, which resulted for a lesser refund. Does he need to file an amendment or will the IRS fix the computation?

By: Karen

Karen — Wed, 10 Apr 2013 18:55:20 +0000

I made a mistake on my federal taxes (something I thought I could deduct that I really can’t). That resulted in my getting a refund from both federal and state. I already received the federal refund and my state still says processing on the state’s website. Should I file an amendment now? Both returns were ‘accepted’ after I e-filed. Thanks.

By: Larry E

Larry E — Tue, 02 Apr 2013 21:00:51 +0000

I already filed my 2012 Federal and State online and they were both accepted. I owe a large amount to Federal and received a small state refund. (I have not paid Federal amount yet.) I later realized that I should be able to make an IRA contribution and reduce the amount I owe on Federal by that amount. I think I should be able to amend my Federal and probably the State tax forms.
I haven’t seen any questions about this. Do you see any problems with I am thinking about doing?

By: Cathy B

Cathy B — Sat, 30 Mar 2013 19:49:42 +0000

I e-filed and then realized I forgot to include the last half of my Roth conversion from 2010. I recalculated my taxes and it appears adding this amount to AGI will not change my taxable income. Do I still need to do an amended return?

By: JM

JM — Sat, 30 Mar 2013 05:38:33 +0000

Hi i have amended my tax return because i have forgotten to add my children as my defendant but i am not sure if the kids father has claimed them as his defendant if i were to get audited due to who have the rights to claim the children what types of proof would i have to provide that i am the custodial parent?

By: Beth

Beth — Sun, 24 Mar 2013 14:32:13 +0000

Tax return completed (refund paid already) for 2012 tax year. Filed as married. Can I re-file as “married, filing separately” still? What does the spouse do to re-file?

By: Leah

Leah — Tue, 19 Mar 2013 12:35:48 +0000

I filed and it was accepted and realized I forgot to add a W2 what do I do now?

By: JM

JM — Thu, 14 Mar 2013 17:17:14 +0000

We e-filed over a month ago. Soon afterwards we realized we had put down the wrong year in which we bought our house, which would lower our return. Our status has been “return processing” for quite a while now. Should we go ahead and send an amendment?

By: susan ruchman

susan ruchman — Thu, 14 Mar 2013 14:02:27 +0000

i realized i left out some medical deductions that would have effected my return should I amend?

By: Judith S

Judith S — Mon, 11 Mar 2013 23:28:51 +0000

We received a refund already, then received an mended form regarding our sales of stock. It did not change our refund when we input the new numbers. Do we still have to do an amended with turbo tax!

By: Kelly

Kelly — Wed, 13 Feb 2013 15:09:41 +0000

I efiled with turbo tax and our refund was $8k. it’s been accepted. I realized i forgot to put a 1099-Q from my stpedaughter on there. it’s not significant to really change our taxes. When i went on turbo tax to amend it it chnage our amended refund to $0. what happened to the origional amount or has that already been accepted and turbo tax is just saying with the amended it isn’t increasing our refund? I need to mail the amended one soon. thanks

By: Confused

Confused — Tue, 12 Feb 2013 23:29:01 +0000

I didn’t have to re-enter any information because it was still on there but the total still shows $0. I have the original that was accepted by the IRS saved to my computer. I just don’t understand why it’s still showing $0. My main concern is that since I didn’t amend it it wont affect what the IRS has and it wont affect my time on my return.

By: Chelli Borger

Chelli Borger — Tue, 12 Feb 2013 13:16:17 +0000

fyi-the increase in taxes is $20

By: Chelli Borger

Chelli Borger — Tue, 12 Feb 2013 13:07:54 +0000

I filed a return and then realized that Turbo Tax didn’t automatically pull in State refunds that should have been taxed. I have tried to use the amend function on Turbo tax with no success. The change is increased taxes. My return has been accepted. I can complete a 1040X, but will the IRS adjust on their end?

By: K

Tue, 12 Feb 2013 07:23:05 +0000

I missed a 1099-DIV form for 2011 but after filing 1040X, I notice no additional tax. There is no change in taxes (seems the amount on 1099DIV form did not push my income to a different slab). As there is a change only in Gross Income, should I still file 1040X? Will this be a problem in future?