Sarah Huang
Level 3

Hi tax experts,

Regarding my first question: On Form 3115, I didn't check "yes" but checked "no" on box 3 Part I (page 1), and didn't check "No" on Schedule E on questions 1 to 4 (page 8). 

1. I have made the changes, and have client signed the updated Form 3115.

2. My client received her refund.

Question:

Is it ok Not to file Superseded return and just mail updated Form 3115 to the IRS since the changes do NOT affect any numbers on the original return? 

All the answers are greatly appreciated!

 

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