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Level 3
April 5, 2021
Question

filing extension help

  • April 5, 2021
  • 1 reply
  • 44 views

Client brought tax return in that she had filed personally with a tax service online. Return was wrong. I prepared an amended return for her. Then changes were made for the unemployment received. My understanding is IRS is going to fix these returns that were filed and issue credits to the tax payers. I have not had her send in the amended return yet. When we do send it in it will show the amounts as originally reported not any changes the IRS made.

I am looking for advice on when I should send it in and what figures do I use since IRS will change original amounts. We are looking at unemployment and child tax credits.

Thanks

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1 reply

Just-Lisa-Now-
Intuit Community Champion
April 5, 2021
Is the UI the only thing wrong? If so, dont amend, IRS will correct it themselves.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15
April 6, 2021

It sounds like it was wrong for other reasons, before UCE came along.  I would not count on IRS "automatically" figuring a refund on an amended return.  I would tell the client not to file the amended return, and offer to redo it for a reasonable fee.  It would help, though to know more details.  Was the amended return to reduce or increase a refund?  How many dollars are involved here anyway?  Is there also a problem with a state return?  

acctjoAuthor
Level 3
April 6, 2021

no state return involved