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Level 3
January 29, 2022
Question

Amended return taxpayer instructions

  • January 29, 2022
  • 1 reply
  • 6 views

I am amending a 2020 return with the 2020 package.  I followed the instructions and it all seems good to go for efile for both federal and NYS returns.  The problem is that the client instructions say that they will get a refund for federal for the amount of the original refund.  Then I can get it to say that the balance due on the amended return will be deducted.  The refund language is confusing and I don't want it to somehow refile the original.  I spent 30 minutes on hold for support and the guy just came back and said direct debit is not possible and hung up.  Any advice?

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1 reply

IRonMaN
Level 15
January 29, 2022

I just use my own canned letter for amended returns.  It takes an extra minute or two to produce with each return, but it works for me.

Slava Ukraini!
GeorgeCPAAuthor
Level 3
January 29, 2022

Thanks, I agree.  I am just nervous that the program will re-file the original and generate problems.

Intuit Community Champion
January 29, 2022

The amended return is a whole new file, and the program will efile whatever is is on the 1040 for that new file along with the 1040X.