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Oops! There's a Mistake in My Taxes, How Do I Fix It? Amended Returns
Filed under: Amended Returns, Tax Preparation
Mistakes happen. You file your return and later get a W2 in the mail for a job you had forgotten about. Maybe your investment firm sent you an amended 1099 because your interest income they reported was wrong. Or maybe you were talking to a friend and learned about a deduction that you should have been claiming for the past three years and you'd like a refund. What do you do?
It's easy, you need to file an amended return, the form is called a 1040X and you can find it on the IRS website: http://www.irs.gov/pub/irs-pdf/f1040x.pdf.
An amended return can't be filed electronically like a regular return. You must mail it in and it's going to take about 12 weeks to process. That's a bummer if you're expecting a refund, but that's the way it works. If your regular return had a refund, make sure you wait until you've received the first refund before you file the amended return. (If they start processing the amended return before your original refund gets paid, it can mess up you getting the original refund. You don't want that to happen now do you?)
If you have more than one tax return that needs to be amended, you must file separate returns for each year and mail them in separate envelopes. For example, say you found out that you had missed a $1000 deduction on your Schedule A every year and you're in the 25% tax bracket. You can't just put $3000 on this year's return for a $750 refund. You'll have to amend 2010, 2009, and 2008 separately and you'll receive three checks for $250 each. It's too late now to claim a refund that should have gone on 2007.
When you amend your tax return, you'll have to send in the schedules of anything that changed. In the example above, the thing that changed was on the schedule A, so that form would also have to be attached. Don't attach any forms that didn't change. Warning: for many folks, a change in one part of your tax return can cause a change somewhere else-most notably on your schedule A. Before you actually mail anything in, go over it carefully to see if you have any unexpected changes.
When you file a 1040X, make sure you check the box for the tax year that you're amending. That's a pretty common mistake. The IRS can't process the return if they don't know what year it's for.
When not to file an amended return: You don't need to file an amended return for a basic math mistake. The IRS will automatically fix that for you. You also don't need to file an amended return if your original was missing a schedule. That's where you get a letter from the IRS saying that you claimed something on your return but that you're missing the supporting documents. A common example of that would be a capital gain of $2000 on your return, but there's no schedule D to back it up. You don't need to amend the return, just mail them the schedule D. The IRS will ask you for whatever schedule they're looking for, you won't have to guess at what's missing.
I've talked a lot about filing an amended return because of a refund. Sometimes when you file an amended return you're going to owe. If you have a balance due, mail the payment check with your 1040X. The IRS will probably send you a bill for interest and maybe even penalties depending upon how much you owed. Be prepared for that.
Often times, people are thinking about filing amended returns because they received an IRS letter. Sometimes, you don't need to amend, just pay the tax. Sometimes, you really need to amend because you shouldn't have to pay the tax but you need to submit more information. Sometimes, you don't need to amend and you don't need to pay the tax—the IRS made a mistake and they just need to have it pointed out to them. Before you start writing that check, get a professional opinion–you want to pay your fair share, not more than you owe.
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I E-filed my taxes over the net on Thursday, and then on Monday evening (now) I find the IRS had accepted the return, along with a unreported 1099 in my mail box. You see, my Dad died in 2010, and his life insurance paid me 9,648 in 2011. The $648.00 of that was interest, and I did not know I had to pay interest on it, and my E-file return did not include it. The IRS website has not updated today (due to technical problems), and we are waiting with baited breath.
What do I do now? Should I immediately re-file a corrected return, or stand by and respond to what develops? We are due a refund of about 2300.00, and we were really counting on it.
Now what?
Hey Goober,
No problem. Seriously, this kind of thing happens all the time. (I meant making a mistake on a tax return, not the IRS refund page going down, that was creepy.) This won't affect your refund or your ability to receive it.
And–I don't wan't you to amend your return until after you actually have your refund in your hands. If you mail in your amended return before the IRS is done with what you've already sent, it can really mess things up.
After you get your refund, (save a little money to pay the extra tax) and then mail in your 1040X with a check to cover the difference. It's not a big deal at all. I do this all the time for people. File the amended return by April 15th so that you don't pay any late penalties.
Don't feel bad, it was an oopsies, that's all. No harm, no foul.
i worked two jobs this year .I got my w2 from the job i worked earlier in the year and my social security number is of bye one digit ,How do i fix this and can i file the w2 from my other job in the meantime
Hi Matt,
If your name, Social Security number, or address is incorrect, you can make the correction on your W2. Make sure you tell your employer that there's a mistake so that he can fix it, but you can still file your tax return.
Never file a tax return with partial information. (That's a pretty big no-no in the IRS's eyes.)
I filed my tax return by e-file and after printing and review it.. I notice that I had made a mistake regarding payment to my child care provider. it should of being $300, but I added an extra 0,( $3000).
How do I correct this error?
Oops! I just gave a speech about how easy it is to do that. First, wait for you tax return to be processed. If you've got a refund coming–don't file an amended return until after you get your refund.
Once you've got it, you'll want to file a form 1040X–your software program probably has it in there. Once you click on the x–(don't forget to do the state too, for some states it will change your numbers, other states it won't affect it at all) go make the changes to your form 2441. Print and mail the 1040X with the form 2441 and a check for whatever amount you owe.
It's no big deal–you're not a criminal. These types of mistakes happen all the time. You caught it right away and you're going to fix it right away.
People always ask me, "Will it make me look bad?" No–it won't.
My husband and I just did our taxes with a preparer. I think there is a mistake. We filed the form 8582 (Passive Activity Loss Limitations) along with our Form 1040. We started a business in 2011 and have not received income from, but instead, we have paid out and have losses in the amount of -$1,369. In Part II, it states to "enter the smaller of the loss on line 1d or the loss on line 4″. We have "0" on line 1d, but we do have -1,369 on line 4. Well, our tax preparer did not put anything for line 5 in Part II. I am confused why he would do that because -$1,369 is the SMALLER amount and is smaller than the number "0". Therefore, I believe -$1,369 should be listed on line 5, right? Then on line 10 of Part II states to "enter the smaller of line 5 or line 9″ (we have "0" listed on line 9), but he still has nothing typed on line 10 and I believe it should also say -$1,369. Now, skipping to Part IV, Total Losses Allowed (Part III does not pertain to us), line 15 says to "add the income, if any, on lines 1a and 3a and enter the total (we have made no income, so he did that part right). Then there is line 16, "Total Losses Allowed From All Passive Acitivities For 2011. Add Lines 10, 14, and 15." Well, originally our preparer ALSO has put nothing on line 16, but I believe it should still state -$1,369 because it IS a loss. Don't we get a credit of some sort for having losses on our Sole Proprieter business? Our tax preparer originally put down in the end that we did not have any losses, be we DO have losses that result in the amount of -$1,369. Is he right, or am I right? What do I do if he is wrong?
Hey Jamie,
Something's not making sense and you probably need to go ask your preparer about it. (I might be perfectly clear to him.) What I don't understand is–why you have passive activity loss limitations on a sole proprietorship. Sole proprietorship income/losses are reported on schedule C–they don't have passive lose limitations. Passive loss limitations usually affect partnerships and rental real estate.
If you've got a partnership or rental real estate–the passive loss limitation makes sense–your income is probably too high to claim the loss unless there's an offset of passive income elsewhere. (You can take those loses in a later year when you dispose of a property or your income drops.)
Take your return back to your preparer and ask him to explain it to you. I'm guessing that's it's probably right, but he should be able to explain exactly why he has those numbers the way he does. If he can't explain it–well then you probably need a new preparer–but most likely he knows exactly what he did and why he did it.
Hi. I just noticed that the lady that we filed our 1040 tax paper mispelled mmy name. She put a "d" instead of an "r". Is it okay if I use white out and hand correct it? Or print out a few "r"s and glue them on? Thank You.
Hey Melanie,
Why don't you just ask to to fix it? And why isn't she e-filing your return anyway? If you paid her money and she's not e-filing–that's suspicious–professionals who prepare 10 or more returns are required by law to e-file. (And we'd better have your name spelled correctly or it will be rejected.)
Anyway, a handwritten return you could just correct, but if it's typed–then it really should be redone.
Hi, After my taxes were e-filed, I realize that I did not include my wife's income and taxes paid from a second W2. I was execting a refund direct deposit a few days ago but have not received it. I have already filled out the 1040x, and while I still am due a refund its less than the original. I am waiting for the original refund so I can send them back the difference. Could the delay be that they found the error? Will they fix and send the correct amount or something else? The 1040x assumes I received the refund and owe the difference. What should I do?
Hey Dave,
You're doing everything right. Just wait until you actually receive your refund before you send your amended return in.
The IRS is experiencing delays with the refunds. If you've got a problem, it's not your wife's w2–it's just the standard IRS problem. Don't worry about it. The IRS doesn't have your wife's W2 information in their system yet.
I forgot to sign and give my brother the form 8332 when he claimed my children on his taxes. He didn't get the refund he was expecting for caring for my kids this year. Does he need to amend…or can I sign and send the forms in for him?
You've got an even bigger oops there. You can't sign an 8332 for your brother. That's illegal. You can only sign an 8332 to the children's father.
So what's going on?
Do your children live with your brother? Did they live with him for over 6 months? Do you have any income? Only one of you can claim your children–you don't qualify for the split exemption. You might want to get some professional help with this, an 8332 would be a really big illegal mistake.
We live with him and I didn't work this year. When he did his taxes he claimed my kids on his taxes as his niece and nephew. But I didn't know if I need to sign a release for him to do that. I'm so confused.
I'm a student in US and I have a F1 visa. I went to one of the H&R Block stores for filling my tax forms and they filled out resident tax from for me! They got me refund but i know it's not correct and I should fill out 1040nr form. What should I do now? Do I need to fill 1040x and send the check back to IRS? When should I send new tax forms, 1040nr?
If you and your children all lived with your brother–and he claimed them as his niece and nephew–then that's okay to do.
But you say that he didn't get the refund he was expecting–did the IRS send him a notice saying they were holding back on his refund because someone else claimed the kids? Or could it be an entirely different problem?
I suspect the the kids' dad claimed them on his tax return also and that's what's causing the problem. Does the Dad have any legal right to claim them? (Like a court decree giving him the exemption?)
I don't have enough information here to help you. I think you need to have someone take a look at the paperwork and figure out what the real problem is before you try to fix it. But an 8332 is not the answer no matter what the issue is. Good luck.
Hey Sammy,
You're absolutely right, you need a form 1040NR. The Block person who did your return did not know any better. H&R Block will honor their mistake and fix it for you, but you might have to go to one of their premium offices to get someone who is certified in NR returns.
Call the Block district office phone number in your packet that they gave you and speak with the district manager. She will know who in her district can fix your return for you. They should fix it for free because the mistake is theirs. If they won't fix it–call their national number 1(800)HRBLOCK and let them know what happened.
I know they will fix it for you–I used to be the H&R Block person who would have to fix those types of mistakes so I know the process.
Also–make sure you get someone who knows what they're doing. You're on an F1 visa–so you want to make sure they check for a tax treaty (could reduce your taxes). Good luck.
I efiled my 2011 federal returns and realized that the data transferred from 2010 turbo tax was wrong. I have a printed copy of the 2010 returns that was filed. I realized that my 2010 AGI was incorrect because of the import from my bank and doing it manually caused a duplicate entry on the dividends. The tax due from state was 60 from the transfer but in actual was only 30 which was what I paid to California state. In filing an amended return with Turbo tax, it does not allow me to change the tax info or the AGI from 2010. Can I start a new return with the correct 2010 info? I have not filed the California state returns yet? Do I send in the original return to file the state and then amend it or just send in the correct amended return but not mentioning that it was amended? Do I wait to file the amended immediately or wait until I get a check refund from IRS. I should get a lesser refund with the amended. Thanks!
Hey Jas,
Since you haven't filed California yet, don't send an amended, just file it correctly. That's all you need to do there. As for the federal, wait until you receive your refund before sending in the amended return.
I sent in my 2011 taxes both state and federal. I always wait to fund my IRA after I finish my taxes but before the April deadline. This year I claimed the IRA deduction on my taxes but forgot to transfer the contribution befor April 17th. I am expecting a refund and I know this my either significantly reduce the refund or put me into the Owe catagory. What can I do?
Hi Douglas,
That was an oops! I had a client do that before too. Stuff happens. You will have to amend your return and you will wind up paying back the portion of refund you got on your IRA. I can pretty much guarantee that you'll never make that mistake again.
I filed my taxes back in April and I just recently received a letter with a corrected W2 from my employer. I am a working retiree at the company I retired from, and they forgot to check the "retirement plan" in box 13. The accompanying letter states I "may" have to file an amended return although it also states this will not affect my federal, state wages or tax withholdings. Should I, or do I need to file an amended return?
Hi Nadine,
That's a good question–the right answer is "it depends". I'm guessing in your case, probably no, but let me explain, just in case you're the exception.
So you got a new "corrected" W2 but the only change is that they checked box 13. The only thing that would make you need to amend your tax return is if you claimed a deduction for putting money into an IRA account. Since you said you were a retiree–I'm kind of guessing that you didn't put money in your IRA–but I could be wrong.
The thing about the box 13 is that it lets the IRS know if you had a retirement plan at your work. If you did, and if your income was over a certain amount, and if you contributed to an IRA–the IRA might not be deductible. If you didn't have an IRA–you don't even have to think about it. If you did have an IRA, it still might not be a problem–but you'd want to check, just to be safe.
If you do wind up having to adjust your federal tax return, make sure you check your state return also. For most states, a change in the deductible IRA would change your state income also.
If you did not make an IRA contribution–you don't have to do anything at all.
Thank you so much for your response! I do not have an IRA, and I haven't contributed to my 401k since I retired (semi I guess) in 2004 so it puts my mind at ease to know I don't have to do an amended return. Thanks again!
I did some consulting work for a business and I was preparing my taxes and just noticed that the 1099 MISC has 2 things wrong, one it lists my social instead of my EIN and secondly, the first 3 digits of my social are wrong. Do I need to get him to reissue this? Can I just correct it on the form myself? My other question is Turbotax shows an error "Schedule C-line D-EIN is invalid – please enter a valid EIN". Isn't this supposed to be MY EIN, not the company EIN I worked for? I've tried both and neither seem to work. Thanks for the help!
Hi Marianne,
When there's a mistake on your 1099MISC you should contact the company that issued it and ask for a correction. If they won't (or can't) do it, make sure you attach a note to your return explaining that there's a mistake. You don't need a full blown letter, just a note like: 1099misc–social security number incorrect.
I'm a little more concerned about your EIN number. You're right–it is your EIN number that goes on line D of your Schedule C. And if Turbo Tax is saying it's not valid–that tells me something is wrong. Lots of tax programs have sub programs to weed out bad EINs and Social Security numbers. EINs only start with certain numbers (and those numbers tell you things too!)
Anyway, first, I'd check my original EIN document to make sure my number was correct. I'm guessing it is, doesn't sound like a mistake you'd make. I'd also check the "dash or no dash". In my software I never have to put a dash in. But sometimes I use the IRS software and half the time I do and half the time I don't. (Totally messes me up.) So I'd check that also.
Quite frankly, if this is your only 1099–and you don't have any other 1099s that use your EIN–then you can just leave it blank and use your social security number. But–I think it's important to get your EIN number straightened out.
Possible problems: your EIN is for a corporation and you're filing as a sole proprietor? Or something like that. I've never known the IRS to cancel an EIN so I don't think that's the issue. You might want to try calling the Turbo Tax hotline–although I doubt it's a bug in their system, maybe it's happened to other folks and they'll know how to solve it. And there's always the last resort call to the IRS–checking to make sure your EIN is still working.
Wish I had a more solid answer for you. I'm just playing guessing games. Sorry.
Hi, Thanks for the advice! It seems to be the hypen!! I'll ask him to reissue it, and if I don't hear from him, I'll just attach a note as you suggested, with the EIN, not the SS.
Hey, so I filed as single accidentally for my 2011 taxes. However, I had just gotten married. I know I should amend and file as married but separately or jointly, but I think I;m going to owe a lot of money!! Can I get an estimate from different places to see if maybe i don't have to pay as much? Or will it be the same with every tax preparer?
Hi Jesenia,
If you don't have children, I doubt that you'll owe more filing jointly. Kids could mess that up though — it all depends upon your income and other things.
Now, as far as shopping around–ideally, everybody who prepares tax returns should do the job the same and you should have the same refund or balance due no matter where you go. If you've just got W2s and basic documents–that should be true. If you've got self employment–you'll have more variations.
Now, here's something you should know: if you go to a professional tax office and say, "I want to see what my refund will be before I decide to hire you," you'll be shown the door. Generally, people who say that intend to stiff the tax preparer and we work hard for our money. Some companies will allow you to do that–and your name will stay in their computer records for years with you labeled as a "deadbeat". (I know I used to work there.) You don't really want to do that.
What you can say, and should ask about is:
1. Are you an Enrolled Agent, CPA, or Registered Tax Return Preparer? That shows some level of expertise at least.
2. If you've got a complicated issue–by all means ask if they know how to handle it. That's a fair question. (I had a client come to me for a cancellation of debt–I was the 5th preparer he had called, some people won't touch those.)
3. Ask what the cost of amending your return will be. Generally, I charge $250 (just to give you a ballpark estimate.) If someone already prepared your return, they should be able to fix if for much less. If your return is really complicated and they didn't prepare the original–it could cost more–basically because those of us who fix bad returns go in and look at everything because we're not allowed to knowingly submit bad returns. No one wants to lose their license over someone else's mistakes.
Good luck.
I filed an extension for my grandmother back in april. She was missing some info needed to complete her taxes. She is legally blind and asked me to help her so I'm doing that using turbo tax. Unfortunately, I dropped the ball and waited till last minute to complete this. When trying to complete everything, Turbo tax gave me a few areas with errors and said to go through starting from the beginning- I did that multiple times and everything was entered correctly. Brief background- she only receives SSA, so she didn't have any W-2's. anyhow, it wouldnt let me E-file these returns so I sent them to myself at my office to print and mail out today (October 15th) and as reviewing them I see that her SSA income isn't listed at all on the CA540 forms, its only listed on the 1040A. I thought everything from federal continued over to state when you entered that info!! I don't know why this is happening! I have no access to her paperwork or the Turbo Tax program to make these changes before 5pm today. What should I do? She doesn't owe anything and won't be getting a refund either. Would it be better to send them a day late? Or send them as is and wait for them to come back to us for more info? Please help!
Hi Melanie,
I'm so sorry to be answering this a day late for you. I was doing tax returns too. The good news is, there's nothing wrong with your grandmother's tax return. There's no income showing up because on the California return it only shows taxable income. If your grandmother's only income is from social security, then it won't show up because it wasn't taxable on the federal return.
You know the penatly for filing late is a percentage of the taxes owed–I'm guessing your grandmother owes nothing so there's no penalty. You're good.
Hope you didn't lose any sleep over that one.
we just recived a letter from my husband job say that we can lower the amount of taxable income we recived by 3500.00 due to a debt reduction payment they were taking out for the year. I question is will we this help us to recive a new refund amount or will it affect us at all?
Hi Heather,
I honestly don't know. I'm not sure what that letter means. If you want, you can scan it and email it to me to look at. But from what you stated above, I'm clueless. Sorry.
My daughter's last name was spelt wrong on my 2011's income tax return. her last name is roque and it was spelt rogue. will that be a problem on my next income tax return filing? thanks
Hi Carry,
It's funny, you shouldn't be able to file with your child's name spelled wrong, but every so often, something like that gets through. Basically, when you file for this year, spell her name correctly and efile. It will probably go through, but you'll know within 24 hours if it gets rejected.
If that happens, try again with the incorrect spelling and see if that works. If it does, you'll want to contact the IRS later with the correct spelling. But I'm guessing the the correct spelling will work.
I just got a letter from the IRS wanting me to pay almost $2000 due to payment/income info not matching entries on my 2010 form 1040. While reviewing the letter I noticed they are questioning me being a student and that I should not have had the education credits. I was gathering all my receipts and student info, when I realized my tax person had filed my student expenses on the wrong year! They were supposed to be for 2009 not 2010. What can I do to fix this? Do I have to file amended returns for both 2009 and 2010?
Hi Jasmin,
That's pretty much it, file amended returns for both 2009 and for 2010. Now here's your problem–the IRS will hit you with penalties for 2010 because you shouldn't have gotten that refund then. You will want to request an abatement of penalties, with the explanation that it was an honest mistake claiming the tax credit on the wrong year. They might not buy it, but it's worth asking for anyway. (If you don't ask, you'll definitely have to pay extra.)
Hi when I write my correct name it's rejected but when I change it like last name withe meddle name it's go thru ,I did this for there years ,it's gone be a problem for me. ?My socal is correct
Hi Asmeaabate,
Sometimes this happens. I have a client that the IRS had his last name first and first name last for several years. He finally got it fixed about two years ago.
Basically, the problem is with the social security office, and you'll have to correct it there. But, in the meantime, keep filing your tax returns and use your middle name to make sure that the IRS accepts it. Do that until the Social Security office fixes your name.
hi i filed 2009 tax return and got thr refund. the irs audited us and said where your documentation for going to college. i did not go to college this was a mistake on turbo tax online in 2009. so i amended the return and now they say we owe 900.00 . im really confused can you help me out. i had liberty tax do my ammend and they said irs owes me money for 2009 what should i do???/
thank you
Nice info here on your site!!
I have a rent house that I started renting in 2007, had a regular CPA do my taxes starting then and all was ok, but every time I took my taxes to him it took about 2 months just to get my taxes done.
For 2010 year I did them myself so did not have to wait 2 months for my refund, then had him do them again last year (2011) but another 2 months so not going back again.
I did them in 2010 with TurboTax and was all ok and got my refund back right away, however looking at getting my taxes ready for 2012 I see there is an issue with the 2010 taxes I did.
On my 2009 returns Form 8582 Passive activity I have 6,384 in Unallowed Losses in worksheet 5, but somehow I did not claim that when I did the taxes in 2010, which shows blank for 8582 1C (Prior years unallowed losses)
My 2011 return now shows 873 for 8582 unallowed losses, I will have over 10K in passive losses for 2012 that I cannot use yet because it was not rented but is now back to renting, how can I amend my taxes to add the 6,384 that was suppose to be carried to my 2010 return so I can use it later?
Last year I did my taxes for the first time since my tax person retired. I forgot to add my social security disability income to my taxes. Should I fill out a 1040X? When does interest and penalties get applied? If I had filed a 1040x before April 15th would I have avoided penalties and interest or just penalties? I received a refund but I owe some of it back. Can you explain how penalties work with the IRS? Since I will only owe less than $2000 back, would I still be hit with a lot of back interest, penalties, etc?
Hi, my son is going through the assumption process for my mortgage on my home since I got remarried and he wants the house. upon submitting the documentation
to the mortgage company we discovered he filed on line his 2010 tax return with his 2009 w2 it was emailed to him from his company. We know we need to file an amended claim, and send 28.00 back from his refund. is this all we need to do? We would have never known if the bank hadnt pointed this out.
I forgot a w-2 from last years taxes 2011 wages at 799.25. I have the paper work form 1040x but I forgot to send it out and we owe 229.07 from 2011. What do I do for this year? I know I get a refund and I count on it every year to pay bills. I just don't want to mess this year up.
Hi Abby,
Let me make sure that I understand everything:
1. you filed a return in 2009 and there's a mistake on it claimng an education credit.
2. The IRS contacted you saying you don't get the credit, you agree.
3. You go to Liberty to prepare your amended return taking the credit out and they say that that IRS now owes you even more money?
4. But the IRS says you owe $900.
I can't see your tax return, so I'm working off my gut reaction, okay? My gut says, that you owe the IRS $900. But, before you write a check (or make an installment agreement) contact your Liberty Tax person and find out why she thinks the IRS owes you money. My guess (and remember, I'm guessing) my guess is that you would of had a refund whether you claimed the education credit or not and that's what the Liberty person was looking at. (Meaning, she looked at the quick and dirty screen shot and didn't open your return when you called her.) But that the amended return shows that you owe an additional $900.
But I wasn't there and I don't really know.
On the plus side, be glad you only owe $900. It could be much worse. One thing to check–how much tax do you owe? You probably got hit with late payment penalties. You can't get out of the interest you owe, but if you've never had a tax problem before, you may be able to request a one time abatement of penaties. That would reduce the total amount you owe. Good luck.
Hi Brian,
So now you know why your CPA takes so long to get your taxes done. There's a lot of issues with those passive activity losses. Also, while you're at it, you'll want to take another look at your depreciation. I find that a lot of folks doing their own rental real estate returns get into trouble of the depreciation also.
So, you're going to want to go back and amend the 2010 return so that you can pull the figures forward to 2011.
A little trick that I like to do–and yes it takes more time, but it does help–go back and re-imput your 2009 tax return. Make sure that it matches up to what you CPA did–your federal numbers and the state numbers. All the forms should match exactly. If you input everything correctly–it should all match up. (I'm making the assumption here that your CPA did prepare your return correctly. You'd be wasting your time if he did it wrong.)
Anyway, once you've got the 2009 perfect, then you "update" to the 2010. All your carryforwards will go into your 2010 return. Okay, so that advice is a day late and a dollar short–this won't work for you because you've already input the 2010 return.
But, since you are amending, do double check for all the "carry forward" items. Most tax programs have a print out of things that need to be accounted for during the next year. Not all accountants give that to their clients, but they should.
Hi Laurie,
If you had amended before April 15th you would have avoided all interest and penalties. You will be subject to a late payment penalty–that will be 1/2 of 1% per month. You will also be subject to interest on the amount due.
Here's what I suggest. File the amended return and pay the balance due. Not penalties and interest. You will receive a notice form the IRS telling you how much more you owe. They won't excuse the interest, but if you've never had a problem before, they will "abate" the penalty. You'll call the IRS and request "an abatement of the penalty."
Now–something to think about. Did the IRS say you owe $2000? Or is that how you figured the tax? The reason I ask is because the IRS always figures the tax on social security payments wrong when they send out those little letters. So if the IRS said $2,000 — you'll owe less.
Hi Jo,
Yes, amend the return, and pay the $28. You'll probably get a notice from the IRS charging you interest. It's just a small amount but you'll probably get a notice anyway. Just pay it. That's it.
Hi Angela,
So, has the IRS contacted you yet or not? If the IRS told you you owe, then they're going to take that money out of your refund. At this stage, even if you send it in right now, it probably won't be processed in time to stop it. You refund will be delayed, but you'll still get it.
If the IRS hasn't contacted you, they probably don't realize that you made a mistake yet. In that case, efile your return, get your refund, and then pay your 2011 taxes as soon as possible. You'll probably have to pay a little penalty and interest, but it shouldn't be too high.
No they have not contacted me. I did the amend but forgot to send it out. So I guess I will do this years and send in the amend after I get my refund. Thanks for your help
Just got done doing my taxes and realized I filed my 2011 W2's and not my 2012's. What do I need to do to fix this? I havent filed state yet,this is where I realized that I had the wrong W2's. I was wondering if they can stop it before it goes through since they're not processing taxes till Jan 22,2013.
I just got done e filing my taxes for federal and realized I was looking at 2011 W2's and not 2012's.What do I need to do to fix this? I didn't do my state return yet,this is where I realized I messed up. Can they stop my return from going through? since they don't start processing them till Jan 12
Hey Karen,
You can't file your 2012 return yet. You can't e-file it, and the IRS isn't opening the mailed in returns until after the 30th so they don't have whatever you think you sent. Don't amend. Just make it right before you really file.
I accidentally put on my 2011 return that I owned a buisness insted of putting that money in salary wages and tips. So the IRS sent me a letter saying I owed money. It was a mistake on my half do I need to amend my last years return?
Hi Athena,
I'm guessing that you just made an honest mistake and simply put your wages on the wrong line. But I want to make you aware of a really big fraud issue–so if the IRS isn't being very nice to you, well, you need to know that there's a huge problem with people faking self employment income to get the Earned Income Tax Credit. So–if the IRS is treating you like a criminal–well that's where they're coming from.
But here's what you need to do. I'm guessing that you probably just received the Oopies! letter, saying that you have wage income that wasn't reported–because you put your income on the wrong line. Or, you might have gotten something about how you forgot your self employment tax. Either way, just send them the proper copy of your W2 with your amended return and that should take care of everything.
Just a heads up–you could be asking for an audit. I mean, the whole "self employed" business on the tax return–that's a really big mistake. Don't be surprised if you hear from the IRS again. Sorry, not trying to scare you, but they're dealing with so much fraud in the self employment sector–having a return have self employment and suddenly go "oops, no we don't" that's going to raise some flags.
Even if you think you can't afford it, this is a time to have a professional take a look and make sure your amendment is right. Even if you are 100% innocent and made a 100% honest mistake–it's going to look like fraud to them. If you do not have a W2 to prove your wages–it's really going to look like fraud. And if you received EIC and you can't prove your wages–that's looking very serious.
Sometimes putting something on the wrong line is not such a big deal and it's easy to fix–this is one of those times where putting your income in the wrong line is a big deal. I'm sorry if I'm scaring you, but it's important that you understand your situation.
If you put your income on the wrong line–you shouldn't do the amendment by yourself. Get help. Make sure your behind is covered.
I took my w2 form to be perpared by a person I was referred to and I feel like I was cheated. So I didn't sign the paper and went to another person to do them. Since not signing with the first person that I had perpared my taxes. Should I be worried that its possible that the first person submitted my taxes or nothing gets submitted until I sign??
Hi Mallory,
You should be fine–but do be cautious. There was a big scandal around here either last year or the year before with unscrupulous tax preparers just going ahead and filing anyway and taking their fees from the refund. (They were offering free evaluations, then filing the returns anyway. The bad guys got caught but there were people who suffered.)
Now mind you–it's illegal to file someone's tax return without their signature so a reputable tax person won't file your return.
i forgot to add my social security benefits to my 1040
what do i do
Hi Sylvia,
If your SS benefits don't affect your return, then there's no problem. If your social security benefits are taxable, then you need to amend. Now, if you're talking about 2012 taxes–you couldn't have filed yet, so just fix it before efile begins on January 30th.
My husband's W2 has mistakes in boxes 19 and 20, concerning local income taxes. His employer put us in the wrong locality and they reported an incorrect amount of tax withheld (they actually withheld the correct amount according to his pay stubs, but on his W2 they say they only withheld $3). His company is notoriously slow when it comes to correcting errors. Can we go ahead and file our federal and state tax returns now? Or do we need to wait for a new W2? Will I have to file an amended return later, if we do file now? It wouldn't affect our federal or state taxes, just the local. Thank you.
Hi Tracey,
If it's really not going to change anything on your federal return the go ahead and file. Hold off on filing the city return until you get the corrected W-2. You should be okay. Remember, you can't e-file until January 30th so you've got a little time to wait for the correction.
My husband hates me…I just e-filed our taxes, says pending still, but then found an error when reviewing. I switched the FICA and Federal withholdings. Will they reject our return, and if so, can I fix and re-e-file? And will doing this effect how long we will wait for refund? Or will IRS catch the error and correct it on there own. I've heard so many different answers. If it is accepted, I know after we get refund I will have to file amended 1040X and send in the difference, just wondering how this will actually go…
Hi Stephanie,
Your husband doesn't hate you. (He's a little ticked off, but he still loves you. I think.)
Anyway, the IRS isn't accepting returns until January 30th. So–who'd you file with? Turbo tax? I'd call them and see if the return can still be pulled. It will save you tons of time if you can fix the return before it gets filed.
If you can't fix it before you file, then you'll have to amend it–but wait until you get your refund before you file the 1040X. If you do it now, they'll receive the amended return before they've processed the original and it could wind up in the trash.
First off, thank you so much for taking all the time to answer all these questions. Here is my problem:
The Army pays back my student loans for me, which I didn't know I had to report as income until this year. In 2010 I was supposed to report that they paid $4400ish but I didn't. 90% of my income was tax free in 2009 due to being in Iraq so I'm unsure how much I would actually owe on that. Should I just go ahead and file the 1040X now or wait until after my refund this year since they may take it out of this years refund. Also do you have any idea how much I Would be looking at in fees and interest? as that may require some saving to pay. I have not been received any kind of letter yet by the way. Thanks again!
Hello. I have some w2s from 2007 that i never filed. I was 17. And a student. Would it be to late to file I also have 2 returns from the same .job. 1 has my ssn wrong and only worked for 3m . Moved.but came back 1month later . The other w2 dosent. i worked a little longer. Now my employer sent me this paper in the mail a corrected wage and tax statement. I know its 2013. But i wasnt sure if this would be a problem. And if i would have to pay back or even receive a refund. I do know that i wasnt claimed for that year since i was 17. Thank you so much.
Hi Caleb,
Thank you for your service to our country. Here's what I would do–file the 1040X now before the IRS decides to send you a notice–it will save you money in the long run. I'm guessing that you'll probably owe between $440-$660 (10 to 15% tax bracket since so much of your income wasn't taxable.)
Now, here's something you might not know–if you have to pay tax on the student loan payments, then that means that you paid the student loans–so you should be able to claim a deduction on the student loan interest that you paid. The maximum deduction there is $2500, but that would take a bite out of what you'd have to pay. You should have some documentation on that to support the deduction.
If you can't pay the whole amount when you file your amended return, pay something. The IRS will usually give you some time to pay. And, if you're getting a refund with this tax return, you'll be able to pay the rest once everything settles.
You should be getting your tax refund for this year before they ever process the amended return so don't expect the IRS to just keep what you owe them, you'll have to mail in your payment.
Hey Artesia,
(Cool name, I like that.) Anyway, I'm guessing that your income was low enough that you weren't required to file in 2007, otherwise you'd probably have gotten a notice from the IRS by now.
But, if you want to clear up your records, you can go ahead and file your 2007 return just for the record. If there is a refund, you won't receive it–the IRS quits paying refunds after 3 years. (So you could file a 2009 return today, but not 2008 or older for a refund.)
Of course, if you owe, the IRS will still expect you to pay. (They're kind of funny like that.)
Hello, I have a W2 from 2009 that I forgot to file. It was for a two week job that I completely forgot about. Can I still file an amendment? My husband and I received a refund for our 2009 taxes, but should have gotten $86 less with the missing W2. I can't believe I could have missed a W2, but I did!
Hi Linda,
You're not the first person to miss a W2 and you won't be the last. Just file an amended return and pay the $86. You'll probably have to pay a little bit of interest also, but not much. Stuff happens. It's just better if you fix it rather than wait for an IRS letter.
hello, i forgot to claim my sons social security benfits on my taxes. i do have dependendts that i claimed is there a penilty for not claiming it? do i need to redo my taxes?
Hi Daniel,
You don't claim your kids' social security benefits on your tax return. Now if you receive social security, then you claim yours, but not your kids. You're all good!
Hello, I filed my taxes tonight. I had two w2 forms. I live with my girlfriend. We had the same job at the beginning of the year. When I filed tonight I accidentally used her w2 instead of mine. This actually made me lose a bit of money because she claims two all year and I claim zero. I was going to call the irs when they open and turbotax. Is there anything else I should do? How long do you think it will take to resolve this so we can both file correctly and receive our proper taxes? Thanks
If i file by taxes before all my w-2 are here is that ok. Example got one of my w-2 in the mail. Can i go ahead and file my taxes to get my refund and then send in a amended tax return for the the remaining w-2 when ever i get them.
Hello, I just filed my tax return and then just got a 1099 MISC in the mail that i did not know of. It was a other income of 1500, aswell as i filed at H&R Block, I have an appointment with him Sunday, but will that effect my initial tax return and by how much.. I am confused
Thank you
Hello, I already e-filed but i just noticed that in my w2 is missing my SSN, so i have to send back my W2 to my employer. right?My question is if this mistake is going to affect my process?what should i do?
Hi, jan tell me what to do.I filed my 2012 taxes on line and the next day i figured out i made a mistake and put the wronge numbers in my ss withholdings i was off about 350.00 dollars its already been sent what to do?
Hello, I e filled my taxes with tax act and after i submitted them i noticed that i added and extra 0 on my wages on one of.my two w2 my wages where 3,500 and i put 35,000 how do i fix that i have never had a problem with the Irs and im not looking foward to having one with them and besides im defanetly in need of that return can you please help me, Thank you in advance.
Hello, My wife forgot to put married on her w2s in 2011, and put single instead, I put married on my w2s in 2011. Now we both only made a total of 1,200 dollarsin 2011 just working part time jobs. I never filed my w2s from last year and am considering filing them this year with my current w2s…. Is the fact that she accidently put single going to mess something up when I do them with my current 2012 w2s? and do I even need to file those 2011 w2s? hope that all made sense….
Hey Trevor,
I'd slap you on the wrist for filing before January 30th but I guess you're going to suffer enough.
1. I've found that all of the Turbo Tax people who filed early and made mistakes can't get their returns back–so it's gone.
2. You will have to amend your return–but you have to wait until after you get your refund back from this filing. Do not file your amended return before you get your refund–it will mess it up and take even longer.
3. When you file your amended return, it should take 8 to 12 weeks for the IRS to process them (although it could take even longer.)
Your girlfriend can go ahead and file her taxes after January 30th. (You really don't want to file on the 30th–wait a day.) She'll be fine.
@Mike Dunn,
Do not file your taxes before you have all of your W2s. It's fraud. Especially if you're getting EIC. Don't do it. The IRS isn't even accepting returns before January 30th so wait.
@ James,
Yes it will affect your original return. And H&R Block will charge you to amend it. But they shouldn't have let you file before January 30th in the first place.
Hi Oswald,
You'll want your employer to fix that, but it shouldn't affect your tax return since you e-filed. (But make sure your employer fixes it, that's important. Otherwise it could be a problem later.)
Hi Minka,
Probably nothing. The reason I say that is because if you only messed up the social security number, it won't affect your tax refund (unless you had two or more jobs and your income was over $110,100.
There's a possibility that there may be another reason you need to amend, but that most likely would be if you're in a job that has tips–then having the social security be off could make you change your return as well.
If you need to change your return, just file an amendment after you've received your refund.
Hi Rey,
You'll have to wait until after the IRS processes your tax return and then file an amendment.
Hi Mr. P.–
Given that your income is so low–I don't think you have a problem. Actually, your wife claiming single on her W4 will give you a bigger refund so you might want to give her a big hug and a kiss.
Now, about those last year W2s–do not put them on this year's return–you can't do that. File 2011 with 2011 and 2012 with 2012.
I was looking through my tax papers and found the guy put my daughters name as Marah instead of Micah. Will that effect anything?
Hey Kristen,
Your tax return should get rejected and then he'll have to fix it and re e-file. It's not that big of a problem, just call him now and let him know to watch for the reject.
This is a follow up to my previous question that i posted on saturday. I understand that I cannot put 2011's w2s with 2012's… i guess i worded it wrong. What i was saying is that i am considering just filling them this year, at the same time that i do my 2012's, not actually with my 2012s. But sense we only worked part time jobs and only made like 1200 dollars total.. do i even have to file them? or can i just forget about them? Thanks!
hi i was worndering if the irs is accepting and processing admentments for 2010 before jan. 30? or does jan. 30 apply for admentments too
thank you for your respond
You're awesome for helping everyone!
So I filed last week early through HR Block. I just realized that I entered the wrong federal witholding amount and I'm freaking out. This is my first time doing taxes –and I messed up. I was wondering why my expected refund is so high. What do I do??
Thank you!
To add to that, I tried to fix it but HR Blockalready prepared it and its too late to change at this point
Hello i filed my taxes before i noticed federal said i owe $1400 i know this is a mistake maybe myself/turbotax did something wrong. Will the IRS catch this error or should i file an amend once i receive my refund. No information has changed since my 2011 tax return what should i do. Also if the IRS dont catch the error will they send me a letter
I just electronically submitted my tax return on TurboTax but forgot to claim something… I just updated it after submitting it… will the IRS reject it? Will I get into some trouble?… I'm curious because I know I read that the IRS doesn't see what we submitted til the 30th.. is this true? And if it's wrong to update it with new info, would you suggest me changing it back?
hello i got an irs form saying that we owe cause i forgot to put in the enmployment 1099 well for one thing we didnt reievce one and thats why we didint put it on 2011 tax return so can we just print it and send it to irs and they fix it.. Or do we gotta pay what they say we owe and amend?
I e-filed my federal returns as married fiiling seperate. My wife went to do her taxes at an office and was told that I was not supposed to file that status due to we were not legally seperated. We are currently together but we lived at seperate homes that we own. At this time the home has been rented for about 6 months now. Can she claim head of household at that residence and the renter, or can only one of them claim that residence? Also can I elect to file married filing joint on an amendment? If so, should I wait till i have recieved my refund?
Just to add to last comment, we where seperated for about 6 months but we lived together the last six months of 2012.
I recently e-filed my federal return as married filing separate. My wife went to file at HR block and was told that we should of filed married joint due to we were not legally separated and she lived with me about six months of the year. Should I file an amendment? We were separated about 6 months at the beginning of 2012 and lived at separate homes that we own. We got back together mid year and rented the house. Who is entitled to claim head of household at the rental residence or can the renter and my wife claim head of household at that residence?
Hi Mr. P–
I'm sorry, I mis-interpreted. If you have W2 income, then at $1200 you are not required to file. If they were forms 1099MISC–then you'd still need to file.
Hi Lauren,
Don't panic, at least you know you messed up. (It's the folks who don't realize they messed up that get into trouble.)
You'll probably get your refund because I doubt the IRS would catch the mistake that fast. When you do, file an amended return and mail the IRS a check right away. No harm, no foul. It won't go on your "permanent record" because you're going to fix it before April 15th.
Do not lose sleep over this. You're okay.
Hi Angie,
You won't be getting a refund because your return says that you owe $1400. The first refunds should be out by February 21st. Wait until then and then file your amended return.
Hi Brandy,
You'll want to check with Turbo Tax, but if the first return was already sent, then your second return will be rejected.
Call the Turbo Tax people though as it's in their system.
Hi I e-filed my taxes but when I saw the finished product I noticed the signature box was empty..will the IRS reject it..I'm soo worried what do I do?
Hi Lindsay,
Most likely you don't have to amend, the IRS already figured the tax for you so just pay it. The only thing to make you amend would be if there was something that would make the amount you owe lower.
Usually with a 1099 form for unemployment–there's nothing else there so just pay.
Hi Morgan,
I'm sorry about your father.
Okay about the taxes–
1. the Turbo tax insurance covers their mistakes–not if your Dad left something off the return. I'm not sure but I don't think it covers amended returns either (but I don't know that as fact.)
2. That said, you might get the Turbo Tax person to help with this.
Is your Dad older? Usually, with older people, the most common IRS letter like this is for an unreported stock transaction and they usually don't owe what the IRS says they owe. (The IRS doesn't account for basis–I'm speaking Greek, right? But that's really important if I'm right.)
Your best bet is to call the IRS and talk to them. If he received the notice in January of 2013–then they might not even have the letter yet. Or if they have it, it's not processed. You might even want to go to your local IRS office and talk to someone in person. Most of them don't have horns on their head and some of them can even be quite nice and helpful.
But–do make sure you understand what the $9000 is about. I'm guessing (GUESSING-because I don't know what's on the return) this it's unrelated to the $353 mistake.)
Just a quick question. My boyfriend got his last w2 in the mail last week and when we went to file the company was off of their federal withholding by at least 2000. He keeps contacting them and no one will return his calls or answer the phone. He made less than 5000 on this return as it was a short lived jobl , but I do remember then taxing him every two weeks for about 250 bucks. What should he do?
Hi John,
You don't have to be separated to file married filing separately. That's a piece of hogwash!
Now, you must be separated for the last six months of the year for your wife to claim head of household AND she must also have children living with her.
But I don't recommend that. If you are together–you may wish to file jointly. You can do that with an amended return. Wait until you receive your refund first.
If you are going to file jointly–don't have her file separately first–it's much easier to add her to your return than to amend two MFS returns.
I made a mistake on an amended return, the PO Box in the address is wrong. Do I file another amendment to fix this or can I call the IRS? Thank you.
I e-filed today. Then I saw it – On the Earned Income Credit – I did not check Line 4a.
Am I going to have to file an amended return?
Hi Sanjuana,
When you e-file you can't sign the actual return. You sign the 8879 and you keep that so there's no problem. You're okay.
Hi Amanda,
The W2 has $5000 of income and the federal withholding is off by $2000? Wow. Do try to get the corrected W2 from your employer.
If you can't, you'll have to wait until February 15th then call the IRS and issue a complaint. Here's more information about what to do: http://www.irs.gov/Help-&-Resources/Tools-&-FAQs/FAQs-for-Individuals/Frequently-Asked-Tax-Questions-&-Answers/IRS-Procedures/W-2—Additional,-Incorrect,-Lost,-Non-receipt,-Omitted/W-2—Additional,-Incorrect,-Lost,-Non-receipt,-Omitted-2
Hi Ken,
Don't do an amendment, file a change of address card. http://www.irs.gov/uac/Moving-Soon%3F-Let-the-IRS-Know!
Hi there. I got divorced in December 2011 and I forgot to change my social security card back to my maiden name. I just filed my federal income taxes online using my maiden name (which is what is shown on my W-2). How will/could this affect the acceptance of my return and/or my refund? I thank you in advance for any advice on this matter
Hello, I e-filed yesterday with TaxACT and after filing I realized that there's an Alternative Minimum Tax due of $1906 but that the form indicates only an exemption in the amount of $55032 for married filing jointly — shouldn't the exemption amount be $78750? I've input our information using online tax calculators and all have indicated that NO Alt Min. Tax is due and thus the amount I owe on Federal Tax is $1050 less (and I'm assuming that will affect my state return as well) If TaxACT made a mistake, will the IRS find that mistake later on or should we file an amended return with another provider ie. H&R Block or Turbo Tax…or better yet, should we go see a tax preparer in person and file amended? Currently, we have it set to pay both the IRS and State returns from our savings account on 4/15/2013. Trying to figure out if we amend or wait until the mistake is found by IRS. Thanks!
Hey Jan, I filed my taxes, I totally forgot to add a W2 that I just received in the mail?? Oh oh I'm worried what should I do??
Wow, your article – and the answers to the questions – are really helpful! So generous of you to take the to respond.
Yesterday I filed our taxes (via H&R Block online). Today (of course!) I found out that my firm's accountant made a mistake on my W-2 – my earnings are off by about $600 (I work part time, so ultimately it probably won't make a difference in the amount we owe). We are expecting a rather significant refund. Will the incorrect W-2 delay our refund? Am I reading correctly that I should wait to file the amended return AFTER I receive the refund – and does the amended return have to be filed before April 15?
I assume I need to do the same thing for my state (GA) return – wait until I receive that refund, then amend.
Thank you again!
I've already E-Filed my Taxes & forgot a W-2 & also the income for that W-2…….What should I do? Will that mess up or delay my Refund? Thank You!
I have just e-filed my tax return today. I didn't realize until afterwards that the address I had entered was wrong. A slight typo in changing one of the numbers in the address. I had requested direct deposit (the info there was correct). I was wondering whether or not I needed to amend my tax return? If not, what should I do instead?
Hi Audrey,
I'd think that the return would get rejected first. See what happens. If you don't get the refund you're expecting, then file an amendment–but wait for the refund first.
A friend asked me to do his return for him on tax act because he is not very comfortable with computers. I didn't realize, and he didn't notice until after the return was e-filed, that I had mis-spelled the last name for him and his children. I thought for sure it would be rejected and I would correct it then, but the message on tax act says that his return was accepted by the IRS. I'm not sure what to do at this point? He has a refund coming and he and his family really need this money. I feel bad for the mistake and I'm afraid this is going to hold his refund up. I was very surprised the IRS did not reject it? Have you seen this happen before?
I made a mistake on my filed federal return (i failed to add an additional 1098) but have not filed my state return yet. Do i need to file my state first, get both refunds, then file a 1040x on both?
hi, i had a question. i filed my taxes yesterday through turbotax and i accidently put my wages for unemployment in the regular wage section and not the unemployment section. when i went back to review everything after i already sent it through i noticed what i did. it was the first time i filed by myself and the first time i had to file with unemployment. i got an email saying the irs accepted my forms. im suppose to get roughly 5000 back in the refund but i think thats wrong. what is going to happen? should i amend it? am i going to get the refund since it was accepted still within the 21 days they said i should receive it by or will they automatically fix it even though it was accepted and make the refund the right amount? i know if i have to amend it then i dont send it in till after i receive the refund. i dont know what is going to happen.
So I did our taxes and forgot about our 1099r which came in the mail yesterday. We took money out of our Roth IRA but only took out contributions we have made and financial advisor said we would have to pay no penalties on that money. if I add 1099 without saying they are contributions it would make our tax return go down to almost half of what we are owed, will the IRS make the changes themselves and then will we have to amend the return to get the difference or will we get the refund we are expecting and have to send amended return to make sure they know?? Or do you think they will reject altogether?? A little nervous about the whole thing…should of waited a bit longer but we really need this refund!
I filed my return yesterday & I realized I need to amend it to include some deductions I completely forgot about. I efiled & have a return coming direct deposit already. But with my 1040x I should get back a bigger refund. Should I wait until I get my original refund, then mail the 1040x? Will the IRS send the difference?
Also, I owe state a lot less on my 1040x, when I mail my state payment in, do I include my original & my amended return so they know why I am paying them the lesser amount?
I just sent in both my federal and state (CA) tax returns and am expecting a refund for both. The next day I received a W-2 for a job I only worked at for a day for $21. I recalculated my tax refund and nothing has changed. Do I still need to file amended returns for state and fed for accuracy even if the refund amounts are the same?
I filed my return yesterday & I realized I need to amend it to include some deductions I completely forgot about. I efiled & have a return coming direct deposit already. But with my 1040x I should get back a bigger refund. Should I wait until I get my original refund, then mail the 1040x? Will the IRS send the difference?
Also, I owe state a lot less on my 1040x, when I mail my state payment in, do I include my original & my amended return so they know why I am paying them the lesser amount?
Not sure if this posted the first time? Lol
Your tax return will probably be rejected. When that happens, just refile using your maiden name. After you get your refund, then change your name with social security. It takes a few weeks for it all to settle out so get your refund before changing your name if you don't want to wait too long.
Sounds like you didn't update the software before filing. I think you should file an amendment as soon as possible. I wouldn't trust the IRS to fix it for you, but it might be worth a phone call to them before you amend to see if they will automatically fix it.
Hey Jessica and Kris–
Just file amended returns after you get your refunds.
Hey Kayla,
The incorrect W2 probably won't interefere with your refund. Your company should issue you a corrected W2–and you should file and amended return–but you should be fine for now.
Hi, Jan! I have a question as an employer. I recently handed out our employees' W-2s and today got a phone call from one of them saying that we withheld too much Social Security tax. I use a computer program that does regular updates and am not sure how the tax tables (if that's even the problem) ended up being wrong. All of our payroll is done through the program and we haven't had a problem before. After checking the other employees' W-2s, I can see that they are all incorrect…withholding for SS is too high on everyone's. I have no idea how to fix the problem and get the employees' money back for them and the money back for the company match. It's thousands of dollars both ways. Any information you can share would be great! Thanks!
Hi Justin,
You should have no problem receiving your refund. Do send the IRS a change of address to correct the one on your return.
Hi Marcia,
Yes I have seen it happen before. I don't know how but sometimes they get through. Make a note of it in the file–if his return gets rejected next year then you'll have to spell the name wrong again.
Hi Kirk,
Fix your federal but file the state correctly. (Why amend twice?)
Is it possible that an employer can amend the current 2012 W2 by adding "income" from previous years or must they amend the previous year's W2s? In other words, is the W2 ONLY to show what was actually PAID in that calendar year? There is some hanky-panky going on with a previous employer!
Hi Heather,
Putting the unemployment on the wage line won't really change the total tax amount unless you're getting EIC. If you're getting EIC–then that would change your refund.
Bottom line, you'll want to amend either way, but the EIC will be the money issue. Prepare your amendment and have it ready to send in as soon as you get your refund. If you owe money back, pay it right away.
Hi Janna,
If you took money from your Roth IRA contributions, you probably won't owe any tax on that–so it shouldn't affect your refund. You should be okay.
Do not mail your 1040X until you receive your refund. Then send it. The IRS wil send you the difference.
About your state–you don't have to pay until April 15th. Once again, wait for the state return to process (a good guide will be when you get your IRS refund.) Then file your amended state return and send the check you owe then. No need to send in a check now and wait for them to refund your own money.
Hi Jacquie,
In your case, I wouldn't bother. It's less than $50 and its more hassle to the IRS than if you didn't amend.
Hi Mindy,
Before you try to send a bunch of money back, do this: check to see where you are putting the W2s. Did you prepare them using the information in the 941 forms? Or did they automatically just generate? If your program switched to the 2013 rates–then the social security is all off. (I know, I ran some W2s through the wrong year and went —Oopies!) So–first job is to make sure what printed in the W2s is what was paid.
I'm guessing that's what happened. But, if you have overwithheld the social security– you should request the abatement from the IRS and then refund the money to the employees.
thank you for replying so fast. the amount is with the EIC . since they have accepted the forms could they still catch it before i receive my refund? do you think i will receive the refund it says or will they change it to the correct amount before i amend it? i am getting my forms together so i can as son as i would receive it. what should i do if i dont receive it when im suppose to get it by? should i call them and see if they changed it? thank you for answering you are very helpful!
I filed my boyfriends taxes thru Taxslayer and I misspelled his first name. I put Sameul and it should be Samuel and the Irs put the wrong spelling on the check. Everything else is correct and my bank won't deposit it in our acct bc it don't match his name on the acct. What do I do?
Also bc of the misspelling of his name my bank has blocked my acct an I have no access to my refund that went thru ok. They say its nothin I can do.
I filed my taxes on tubo tax and then received a 1099 from ss. I need to amend my return but it has already been accepted. Will I get the refund and then be able to pay the owed tax for ss
I went and had my return filed yesterday and noticed today that a big mistake was made. Normally i file my own taxes online using hr block, but because alot of changes have been made with filing taxes this year i decided to let someone do it for me. The problem is i had my old w2 with me from 2011 along with the new one from 2012 and the 2011 w2 was filed instead of the 2012 w2. I handed him the wrong w2 by accident. I was surprised that it took me to catch it and not him but it was an honest mistake. I called to let him know and he told me that it was already accepted. What do i do now?
I have filed my taxes and was accepted. I made an error and their is a little over 200 dollar difference from our box1 on w2 and what we entered on our return. This was a 401k pretax. Will my return be rejected? Also when should I amend my return.
Forgot. I forgot also add line 12 for the 401k
Hi Trent,
Your employer can't add income from a previous year to this year's W2. That would really be "hanky panky." He'll have to amend last year's W2 and you'll have to amend last year's tax return. Sorry.
Hey Ashley,
Really? Samuel vs. Sameul and they won't cash the check, but everything else is right? Geez! My mortgage payment somehow got messed up in the mail, went to a different company, and they cashed my mortgage check and nobody blinked! (And it was a nightmare to fix too.)
Sorry, off topic there. Anyway. Samuel is going to have to contact the IRS and explain the situation. There's a whole process to go through and he'll need to follow their exact instructions. It's going to take awhile to sort though the mess. You won't be able to call for him–they're going to want to prove his identity and all that–they've been dealing with a lot of fraud so let him know he's going to have to jump through some hoops.
Also–I'm not understanding why your bank is blocking your account. You'll have to talk to them. Sorry.
sorry but we also had other income
@ Mary,
yes, you'll get your refund. Then amend with the social security information and payback whatever you need to send. Do it before April 15th and it won't even be on your record as ever being wrong.
Hi Ava,
Usually a tax preparer is supposed to look at the W2s. He should amend your return for free. He's required by law to keep the 8879 and a copy of the W2–it's your proof that he made the mistake.
Of course, if he charges you to fix his mistake, I expect to see you in my office next year at tax time.
Mi Mara,
your return should not be rejected but if you don't amend your return you'll probably get a letter from the IRS later.
I have all ready been accepted from the irs. Will this hold my refund? so should I start amending now
Hi my name is Kimberly and I am hoping by posting here I can get a little reassurance and not be freaking out so much. So I filed jointly with my husband. We just returned home from the military (I served) and I had totally forgotten about a job he had for 3 months in the very beginning of the year, until it came in the mail today and the job made him just over 6,000 and he did claim zero so that is good but the overpayment we received was about 1,000 which I plan to pay back. My refund has already been approved and is supposed to be direct deposited on the 6th of February. I realize i need to file an amended return which is fine, my worry is because with this W2 it puts us over the income threshold for the EIC. Before this W2 came we were under and receive the EIC because of our child and I know that they say that if you mess up and get the EIC when you are not eligible you won't receive it for 2-10 years after that……..is this only for people that fraudulently claim EIC like people claiming kids that aren't theirs, or could it be for anyone that makes a mistake and gets the EIC when they aren't supposed to. I already have the money set aside to pay back my overpayment of refund which is about 1,000 the exact amount I got from the EIC and plan to put the amended return in the mail as soon as the refund comes in so that I won't send it too early and get things confused. Should I be worried, or because I did not intentionally do this everything will be fine? Thank you.
Hi Kimberly,
You will be fine!
I wanted to make sure you saw that. You made an honest mistake. It happens. You're going to fix it as soon as you get your refund. It will not go on your permanent record. (I sound like an old school teacher don't I? "Your permanent record!"
It's all good.
Awesome, thank you so much
Ok I have royally screwed myself lol and I think I am honestly confusing myself because I have a brain injury and I am not so good at doing math on my own anymore so I need help…………again.
Ok so let me explain lol…………..
My refund was for 6123.00 before we realized my husbands W2 was missing. After the W2 missing showed up and I enter the information my refund would be brought down to 5,000 dollars. Wowza I know !! Ok so I realize obviously there is a negative here of 1,123.00 I got overpaid which I will be paying back.
Here is where I am getting confused. IRS says that my refund was reduced (the original 6123 before amending) down to 5,234.80 (So they took out 876.20). I'm still not sure for what because i have to call tomorrow and find out but it says for Tax Topic 201 which is "the collection process" which I believe means I made an error in previous years on my taxes which it could be my fault or the military could have messed up my W2 not sure, at least it's paid though.
Ok so with the incorrect refund of 6123 being corrected after I pay back the 1,123.00 it brings it to the correct refund I should have gotten of 5,000, then do I still need to calculate in the 876.20 to also pay back? Or did that just work itself out somehow by me paying back what I was overpaid?
If i do need to include the 876.20 into it to pay back this amount they reduced from my incorrect refund how do I go about that, will there be a section in the amended form for this, or should I go down to the IRS tax center and get some professional help?
Thanks for all your help!
I am confusing myself because this is how I am seeing it, let me tell you so you can see where I am twist tying stuff up.
Ok so if I got my original refund of 5,000 and they took out the 876.20 I'm not going to exact it but I would have a refund of 4,000.
If I am thinking correctly where I am telling myself that I need to pay back the overpayment and the debt owed of 876.20 I would only be looking at 3,000 in the bank so I am confused on what I am doing wrong here.
Does me paying back the overpayment take care of the overpayment, and my debt owed or am I going crazy lol.
Ughhhh I didn't mean to say original but "Correct" refund of 5,000. Thanks!
Hi Kimberly,
Here's a link to help you find the closest IRS office. Better to be safe than sorry: http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1
Ok thanks. Can you tell me what you think it would be though, math wise. I'm going a little crazy here, trying to take a nap and can't because I can't figure this out.
Hi Kimberly,
The important thing is–what the $876 is for. If you made a math mistake–then when you amend you will say you received a refund for 5247.
If they took out the $876 because of some debt offset, when you amend you will say you received a refudn of $6123. Yes, you didn't get 6123–but if it goes towards a debt, it counts as you getting the money. Get that?
Then, when you prepare the return, it will show the additional amount you owe or the extra that you get back.
But the key question here is why did the IRS take an extra $876? And you'll find that out soon. Good luck.
I recently completed my federal tax return and realized that I had entered the wrong amount for income earned from a 1099-INT form. I entered in $28 when I should have put $31. Is it worth filing an amended tax return? I don't believe those $3 make any difference, and I owe the same amount even with the $3 calculated in.
hi, i had made a previous post about how i had filed my unemployment under the wrong section. the way it was filed the only amount i was suppose to receive back for the refund is the EIC and the child care credit. i know i have to send it back if i get the return and amend it but my question is i have been looking at the irs website for the past week and it was saying my taxes have been accepted but now it says there is no info available and they have no received anything yet. did they find the mistake and fix it? how will they let me know if anything has been changed?since it was accepted can they still reject it?
now im getting a code 9001 what does this mean?
We did the efile already and noticed I forgot to add a DD in box 12. It doesn't change any amounts do we still need to do a 1040X? and put an explanation of changes, as no figures change (I did a sample)
Thx for the answer. My bank said I just need to send in proof of his name an address an they will deposit. Does he still need to contact the IRS?
i just e-filed my taxes with turbo tax. and when i was reviewing the paperwork afterwards i realized that someone my name had been put on my husband W2 instead of his! he only has one W2 since he is currently serving in the army. so it appears as if all the W2s are under my name and he has none! i go to school so i know that because of my education deductions they IRS wont process our till mid february. what should i do?! im super worried
I left off my unemployment when filing…..will the IRS catch the mistake or do I wait for my Refund & amend it?
Ok, so I filed my state tax returns and I forgot to change my exemptions from 0 to 1 exemption. I also didn't put my property taxes that I payed in there. According to my e file, it didn't say I was getting a refund or that i owed anything. So, what do I have to do to get my refund?
I efiled last night and for whatever reason I started to second guess the mileage I put for my husbands work vehicle. After checking I found that I had claimed 23,000 instead of the correct 10,000 (looking at the wrong numbers, grrr). If I understand correctly I will need to file an amended return. We are getting a substantial refund, we will still get a refund after this is corrected. Should we wait until we get the refund before filing an amended return?
I did my taxs in 2011 and Jackson Hewitt, which I didnt like. I have always went to H&R block. I brought my Jackson Hewitt paperwork with me. When we needed to fill in my sons SSN we took the number off my Jackson Hewitt taxs papers from 2011. Well I got a call from H&R block saying that my sons was being denyed. When looked into it we found that the number we had taken from 2011 taxs was wrong. So we fixed it and sent it back to the IRS, because they found the mistake this year will that mean I will get in trouble for my 2011 return since it was the wrong SSN. Also how much longer will it now take to get my refund since at first they denyed my son?
While doing 2012 taxes, I saw that on my 2011 taxes I noted that my my last state estimated payment was sent in 12/12 rather than in 12/11 when I actually sent it. I went through and amended it on turbotax which resulted in me getting a further federal refund amount of $163, but state remains at 0.
So a couple of questions: 1) do I export the amended info into my 2012 taxes, complete those and send them in BEFORE I send the amended federal/state ones in? Or do I send the amended in now, and finish up the 2012 with new or old info? 2) also, do i need to file the amendment with the state? It shows I receive or owe nothing more (though they did previously charge me a $2 penalty which isnt showing up on amended as a refund, but I dont care about.) Please, any help would be GREAT!
Hi there.
I received a 1099-R for .73. Yep, 73 cents. I have already filed my 2012 taxes.
Do I need to send in an amended fed/state returns for this? I re-plugged in the numbers and it appears to have no effect on my return as I am getting a refund.
Many thanks!
I already filed taxes, but I forgot to check the box that said my husband has a retirement plan. What do I do? Will the IRS catch that mistake? Thanks in advance.
Hi Adam,
for the $3 I wouldn't bother. You're right, it won't change your tax return and it would be a bigger hassle for the IRS than not amending. You're doing them a favor.
Hi Heather,
You'll just have to wait and see what happens. The Where's My Refund site has not been 100% reliable. You'll know what happened soon enough.
Hi Heather,
You'll have to call the IRS to find out what the code means. They've now made it illegal for me to check on people's refunds. Not just you–I can't even call about my own clients that I've prepared the returns for! It totally frosts my cookies (a much nicer phrase than my actual thoughts.)
I just didn't want you to think I was blowing you off. I really can't follow up on that.
Hi Donna,
I won't make a difference this year. Don't worry about it.
Sounds like you're good.
Hi Mariana,
Something is strange. First, you should talk to your husband. Is he using your social security number for work? You'll want some answers from him before you pursue any other answers.
I made a mistake and entered the wrong amount for my federal income tax witholding….What to do.
Jan your Feedback is so important…….you skipped my question, it has been one of the roughest years for me & I'm trying to figure out what to do?
hi, I filed my tax return through taxact long before my w2 came using last check stub. my return was accepted but when I checked where's refund the sie said IRS wanted more info and would mail something within 30 days. so now I have my w2 and the numbers are way of would that cause the IRS to require more info? and how do I go about fixing it
I did my income but they put my 2nd last name first and my 1st last name second would that be a problem with the irs.
Hi Kris,
Sorry but you'll note that the last one I answered was at 10pm. I need to sleep sometimes!
Wait for your refund and amend.
Thanks Jan……I hope you get some rest & have a great day!:-)
So Leslie–
Are you sure you're supposed to get a refund? A lot of times, the personal property tax doesn't help at all. You might want to have someone take a look at it. Here's where you can find free help near you: http://irs.treasury.gov/freetaxprep/
Hi Sarah,
If you put 10,000 miles for the mileage, you are asking to be audited. I'm assuming that you meant "about 10,000″ miles. Using round numbers like 10,000 or 23,000 is asking for trouble.
Amend your return and use the actual mileage that your husband did for work. Do not round the numbers to make it look nice. I charge a whole lot for audit work and round numbers on mileage is an audit trigger.
Hi Cassie,
First, you weren't denyed your refund this time–the return was just rejected and you fixed it. It won't delay your refund at all.
Now about last year–I'd bet you a nickel that it also got rejected with the wrong social at Jackson Hewitt, they got the reject, looked at your paperwork, saw the mistake, fixed it and never told you.
But–I could be wrong. You'll want to double check, just to be safe. You can request a transcript of your tax return from the IRS for free. You can order it online: : http://irs.treasury.gov/freetaxprep/
That way you can look and see if it's right. If it's not, you'll want to contact the IRS just to make sure everything is taken care of.
Hi Dani,
Go ahead and file your 2012 and mail in your 2011 amended return. I won't hurt anything. Don't worry about the state, you're right, it won't change anything.
Hello, I already filed my taxes and while I was going over them I noticed I forgot to check where it says my husband has a retirement plan. What do I do to fix this? Thank you
Hi Helen,
Probably nothing will happen. The big question is–you didn't check that box–did you put any money into an IRA? If not, then it won't have any affect on your tax return and no amendment would be necessary.
I personally give you permission to ignore that one.
You will amend your return.
It's against the law to file your taxes without having your W2. I'd go to jail for that. Fortunately for you, you won't have to deal with that. But–your refund will now be delayed. Is it because of the W2 though or could it be something else? Did you claim a child? You may have even bigger problems than your W2.
Hi Ariana,
usually if your name is wrong, the e-file is rejected and you simply fix the name and re-file. If the return got accepted–you should be fine.
Hi Jan,
I'm in the process of filing my taxes. My in-laws live with me and I pay for more than half of their living expenses. I plan on claiming them as my dependents. The problem is, "someone" already claimed them. What can I do? Another question is, I am a teacher and want to know if I can I claim my cell phone and internet cost since I use them both for my work? I use my phone and internet at least 3 times a day to communicate with parents and find school related materials.
Hi Jan, thanks for taking out your time to answer us. I e-filed my taxes using turbotax snaptax on my smartphone. When i preview my e-filed tax return forms it shows there is no name on the federal and state forms and the social security on the forms is 222-111-2222 which is nothing close to mine. They have already dropped the federal return money in my bank. Will i need to amend this or no biggie?
I filed on the 30th and got accepted and just received a 1099 for 995 dollars that I forgot about. WMR says its still processing. I'm freaking out that I won't get my refund. I am going to file an amended return but are they going to reject my refund? I know a bunch of people who filed on the same day as me and received their refund already. I'm scared
Hi! Our tax preparer called today to let us know she was done with them, and gave us the total state & federal return amount. We think its a bit low. Nothing has really changed from last year to this year, except my husband made a little more, but we're getting less than last year. We seem to be getting less & less each year. H&R Block makes going to them for tax prep look tempting because they do the double check for the last 3 years. We've had our tax preparer do our taxes for the last 8 or 9 years. We've considered going to a big tax business like H&R Block but they charge more and well…is it worth that extra cost?
i gotten a cp2000 letter tax person did amendment and also filed my 2012 taxes will i still get a refund. irs recieve my taxes but my amendment is still being process. what will happen now
Hello, I filed my taxes last Thursday my employer spelled my name Toyia but it's really spelled toiya so when I filed my taxes I spelled it the way it is on my social security card. Do u think the irs will reject it due to that mistake?
Hi Ann,
A couple of thoughts: First–I want to make sure you understand the meaning of "support". Because there's real life, and there's the IRS definition. If you claim your in-laws, there are two things. One, they can't make over $3800 in taxable income. Now social security isn't taxable income so if they're getting that–you're probably okay. But there's another part–you have to pay for more than half of their support–as in–if they make $12,000 in social security, then you have to pay over $12,000 toward their support. So–you've also got that. And the final thing is–if they are married and filing a joint tax return–then you can't claim them. So you've got three issues above and beyond the fact that someone else claimed them. Could they have filed and claimed themselves?
Now, if everything fits and you have a right to claim them–then you can paper file and it will get the IRS audit rules working. (But remember, you'll be audited for claiming them too so make sure you can before you try.)
Now about the cell phone and internet–what percentage of your cell phone and internet use is for business? 50%, 30% or 80%? So you would figure the percentage and claim that expense. That said, it's probably not enough to make a difference you your return unless you have other expenses to add to it. Employee business expenses have to be over 2% of your income before they begin to qualify plus it goes on your Schedule A so if you don't have other itemized deductions then it won't help.
Hi Travis,
I've never used Snap. It might be a "security" measure fake social security number used for your protection. I'd call Turbo tax just to be safe.
Hi Erica,
No problem. The IRS doesn't even know about that 1099 yet. The IRS says to expect to wait 21 days. Some people got their refunds fast but it means nothing that you didn't. No worries.
You're asking me if it's worth your money to go to H&R Block. I think it's worth it to pay me. I'll withhold judgement on them. Sorry.
Most likely, our refunds are going down because your income is increasing and you're losing EIC. (At least, that's a pretty common explanation.) But you won't know if you don't get a second opinion.
Hi Marquita,
For just a CP2000 letter, you need to amend but it doesn't mean that the IRS has started levy action so your refund should still be okay.
Hi Toiya,
You were right to spell your name correctly on your taxes. You should have your employer fix your name but you filed the right way.
I just discovered that I had made a mistake entering info into Turbo Tax, on our home that we started renting out, in 2007. The error has since been brought forward each year with TT. The short version is the land & the building/house value were transposed on Sch E thereby we were only taking a straight line depreciated (over 27.5 yrs) value of $189/year when it should have been approx $5000/year. So the Schedule E form was messed up initially. I don't even know where to begin to rectify it. Please advise/help I am thinking this also affected our state returns too….and we had several being active military most of those years. Man….I feel sick!!!
Hi. I changed my last name in sept. and did get my new card. I e filed my tax returns and haven't gotten anything yet. IRS says being processed and state says not processed. I filed on 1/30/13. Then I remembered trying to rent furniture and when they put my name a ssn in they didn't match up until he tries my old name. Could the IRS be having this problem too?? And what do I do. I did all the right steps
I filed my tax return for my current job on which i started to work on October 2012.
However, before my current job, i worked at a small coffee shop for 2 months and made a total income of 1100.
i received my w2 for the coffee shop AFTER i filed my return already for my current job, which the total income for year 2012 was 11,000.
Do i still need to file a 1040x form for my coffee shop w2?
if i dont, will the only thing i would be losing is my refund from the coffee shop?
is it mandatory and required for me to file my tax return for the coffee shop?
Thank you.
I file my taxes and yesterday was looking over it and notices some how I put in that I had federal tax withheld, when I didn't. Will my refund b delay or would I just need to amend my taxes after I get my refund.
I've got a quick question for ya please –
I got my W2 from my employer and the locality name (box 20) was wrong (we work in Missouri and the locality was listed as 'Kansas'). Our boss knows about it and one of my co workers filed hers and it cost her like, $9.00 because of the mistake.
She didn't seem to have any problems with her return but I wanted to double check before I filed, just in case. Could this effect my return? Would it mess anything up in the future?
Thanks so much!
Hi again!
I posted earlier with a different question and have now run into another issue –
Box 18 (local wages) is blank and box 19 (local income tax) is $24.20. When I tried to continue to the next step on the HR block website it said, " box 18 cannot equal or exceed box 19″
What should I do?
Thanks again
Hi Jan, I have sat here and read all these comments, I greatly appreciate you answering as thoroughly, as i have answered other questions I had by reading them!
Anyway, my issue is that in 2012 I didn't work much other than a single W-2 for a lousy ~420. I also worked painting housing getting paid by cash making $4300 (well check) and also did some computer system building for $950.
I claimed my niece as my sister only gets SS benefits and she lives with me in my house. Because of this I am getting some amt of the EIC and additional tax credit.
My problem comes in the fact that I have always just had W-2's, and while using Turbo tax, there was a section for miscellaneous income and I added both the 4300 and 950 and also working as a household member of $1278 as I worked at a friends mom's house doing yard work. After reading into somethings, I believe I should have filed a Schedule C form and had self Employment tax taken out. I didn't, used Turbo Tax Free edition and figured this would have been automatically taken out.
My refund is $2998 and I have done an amended return and it comes to 2266. I filed on Feb 1st and so did my dad, he received his Today (feb 8th) and mine still says processing.
I am extremely worried that I am going to get fees or something that will delay my refund substantially. I read that if you forget to add a schedule form, that the IRS will do this for you.. Well the full amt of my wages went into the wages, saleries, line, not even the Self employment section.
Am I going to get information on Where's My refund, or will I get my refund, then get a letter down the road? I also really had no expenses in my jobs as supplies were paid for by the person paying me, I only really claimed my car expense.
I am extremely nervous that I will get an audit or just not get my refund, or not even know what is happening if Where's my refund doesn't alert me, it still says Processing. I'm 23 and thought I knew what i was doing on Turbo tax, maybe not!
Thanks so much
Taxes were efiled and the next day a 1099 for $10 came in. Do the tax returns need to be amended?
i filed my taxes and my sons last name is wrong will that effect my return and the amount of time it will take to get back?
I just filed my taxes and they were accepted, but today I got a letter from my employee saying the EIN was wrong on the W2 they sent. What do I do?
Hi Jan,
I filed my tax return electronically thru HR Block, but it's in queue because i filed using form 8863 claiming the lifetime learning credit. I just received a 1099-MISC from an employer who also issued me a W-2. They filled box 7 for $5392.00. I have no idea what this is for. When I worked there, they took out my taxes bi weekly. I never received anything extra….what should I do?
Hi Jan, the comments on this article are so helpful, I hope you can answer this easy question too! I just mailed in an amended return to fix one straightforward mistake on my 2011 schedule A reported mortgage interest. I have prepared my 2012 taxes to reflect all the accurate info but have not efiled because I am not sure if I have to wait. Do I have to wait until my 2011 amended return is accepted, or can I also go ahead and e-file my 2012 taxes now as well? Thanks!
After my taxes had been completed and accepted, I realized that I failed to record the 'checkmark' in box 13 for my retirement plan. It is not an IRA; it is a state teacher retirement system. Do I need to complete an amended return? In a state of panic!!!
After my taxes had been completed and accepted, I realized that I failed to record the "checkmark" that I have in box 13 for my retirement plan. It is not an IRA, it is to a state retirement system. Do I need to complete an amended return? In a state of panic!!! Thank you!!!
I filed my orginal tax forms and already recieved my refund. I now amended my return since i did not included my education credits. All the paperwork is done and signed but do i mail out my amended tax form and the orginal or just the amended?
I did not file 2 1099's from 2011. I received them after filing taxes last year. I did not think I would need to file a 1040x, because it was oil and gas royalties suspense money from Inheritance. I was told by a family member this is not true and I need to hurry and file a 1040x. I have already filed 2012 and am waiting for refund. Will this slow my refund for this year?
I filed tax on 1/30 and it was accepted, but everyone that filed in my family on same day with same program have already got their refunds. When I went back over the taxes i noticed that I did not put the 2008 First time home buyer on my taxes, I was supposed to pay the $500 for the credit each year, and all the other years we received a letter from irs to add. This year I did not get a letter and had taxes waiting for the form and seen that Irs was not sending out this year. I mistakenly submitted the taxs without putting on that info. How do I correct this?
Why would someone receive a message from your State Refund to contact a live agent? If you owe past Court Costs, would that be a reason?
I e-filed my taxes today and they have already been accepted. After doing so, I noticed the my W-2 income was incorrectly listed as my husband's (that is his name/SSN was on my W-2 income/info in the turbo tax worksheet). Our overall reported income is correct–my husband is a stay at home dad with no income, so the amount of refund we are due is correct–it is just reported as his income instead of mine. Do I wait for the refund and then file an amended return or will we not get a refund until this error is corrected? Thanks!
When I filed my taxes, I realized that my house number was left out. Only the street name was on there. What should I do? My refund was accepted on January 31 but still haven't been processed.
As a further clarification, my W-2s are correct; the information was just entered incorrectly into turbotax as his income instead of mine.
you really do need to amend your return and claim the coffee shop income.
Hi Stacy,
I'd wait this one out. If your name was wrong, it would have already rejected. The IRS said that refunds could take up to 21 days. Give them some time.
Hi Jenn,
Most likely you will have to amend as soon as you get your refund. You'll need to pay that money back.
Hi Kris K,
I know how that goes. I recently had to amend several years of returns for a client with a similar problem.
Amend the returns. You won't get any refund for years before 2009, but you'll need to get your 2009 return before April 15th or you'll lose that refund too.
Hi Megan,
Your employer should correct your W2 first.
Hey Megan,
What locality is you employer withholding tax for? Around here is would be St. Louis. Just type in what it is.
Hi Kyle,
probably nothing. If you already filed, the IRS accepted the return. If you haven't filed, then wait until you get the corrected W2. Hang onto the notice with your tax return. If you get a letter from the IRS in the future, you'll be able to prove there was a mistake.
Hi Denise,
First thing is, I'd contact the employer. It's rare to get a W2 and a 1099 from the same company, but not impossible.
If the 1099 is legit, you'll have to amend your taxes after they have been processed.
I don't understand why people are submitting tax returns that cannot be accepted by the IRS before their time. The only people who win with this are the tax companies that are taking your money. It's not just you, there are lots of people doing this. But then you're stuck–and now you're going to have to file an amended return on top of it. I'm guessing that you'll have to pay extra for that too.
Hi Shelly,
It's really only a problem if you also purchased an IRA. If not, don't sweat it.
Hi Elizabeth,
You will send the amended return and any pages that have changed or been added. Do not send your original return with it. (They've already got that.)
Hi Kristi,
If the IRS hasn't notified you that they are levying your refund, you don't need to worry about it. But do file the 1040X for your 2011 return.
Hi Randy,
I suspect that's what's holding up your refund. I suspect they will take their money and will take their time about sending you your refund.
If you do get your refund and they haven't taken the $500 out, you will need to amend and pay the $500 back.
Hi Jan, I have sat here and read all these comments, I greatly appreciate you answering as thoroughly, as i have answered other questions I had by reading them!
Anyway, my issue is that in 2012 I didn't work much other than a single W-2 for a lousy ~420. I also worked painting housing getting paid by cash making $4300 (well check) and also did some computer system building for $950.
I claimed my niece as my sister only gets SS benefits and she lives with me in my house. Because of this I am getting some amt of the EIC and additional tax credit.
My problem comes in the fact that I have always just had W-2′s, and while using Turbo tax, there was a section for miscellaneous income and I added both the 4300 and 950 and also working as a household member of $1278 as I worked at a friends mom's house doing yard work. After reading into somethings, I believe I should have filed a Schedule C form and had self Employment tax taken out. I didn't, used Turbo Tax Free edition and figured this would have been automatically taken out.
My refund is $2998 and I have done an amended return and it comes to 2266. I filed on Feb 1st and so did my dad, he received his Today (feb 8th) and mine still says processing.
Hi Jan, I have sat here and read all these comments, I greatly appreciate you answering as thoroughly, as i have answered other questions I had by reading them!
Anyway, my issue is that in 2012 I didn't work much other than a single W-2 for a lousy ~420. I also worked painting housing getting paid by cash making $4300 (well check) and also did some computer system building for $950.
Hi Lain,
You will probably get your refund and get it on time. But, you do need to amend your return or you will get a notice saying that you owe tax on your husband's income (since it's claimed as yours.) The IRS computer will see a W2 in your husband's name, it won't match the tax return and they're going to ask you to pay the extra tax. So you need to amend!
Hi Lauren,
If you got direct deposit of your refund, that won't be as big of a problem. If you're waiting for a check–that's another story. Submit a change of address form to the IRS. Keep your eyes open for the check, and watch the "where's my refund" page regularly.
I'd contact the IRS and see if you can inform them of the address change before the check is cut–but there might be nothing you can do.
Hi Taz,
If your son's last name is listed incorrectly then the return should be rejected. Fix it and resend.
Hi BC,
For $10, I wouldn't do a 1040X. It won't change your taxes.
Hi Derek,
You've got a bit of a mess. If you screw up your taxes, the IRS doesn't fix it for you nicely. They just charge you the absolute maximum that they can. So–you need help. Go the the IRS website and check out the free tax help.
You might also have an issue claiming your niece–so really–get some help with this. Wait until you get your refund, or are notified by the IRS before you actually amend, but you will have to amend.
Sorry I see you are answering comments, yet mine still says awaiting moderation and I see others who have comments after me?? Im sorry if I tried putting in smaller versions of my questions, but I see your answering everyone but mine, I'm not sure you, or anyone else sees it!
Hi Carrie,
You can efile your 2012 taxes. It's fine.
Hi Shelly,
if you didn't also purchase an IRA, then you don't need to worry about the check box. If you purchased an IRA, then you'll need to amend. I realize the checkbox is for a teacher penson–I mean if you purchased an IRA in addition to the teacher pension.
Okay, I see thank you for the response. I have claimed my niece in 2009 and also received EIC at that time, but I also had supporting W-2s. Am I able to call the IRS potentially tomorrow and see if they are having issues with it, am I even likely to get my refund, or is it more likely I'll get a notice? WMR seems to offer no information for me and reading your comments I don't want to send my amended return until I receive something.
Thanks again
Thanks Jan, I have been frantically working on 1040x. It is proving to be difficult because the eic and child tax will change and I may end up owing 1800. I am looking for 2011 tax tables and working with 'new' figures on worksheets. Will they fix it if I am wrong? Usually I can do taxes myself…… I really don't want to take them anywhere
Hi, I filed my taxes for 2012 a few days before the Jn 30th irs opening; only to discover that with the education credit my refund would be delayed and my return wont even be filed until Thursday the 14th. On top of more headace I discovered I got my employers FEIN wrong (since in a rush I filed without actually having my W2 and used my last paystub. I know I would have to amend aafter I get the initial refund but will my return be rejected anyway with the wrong FEIN?..can I change it with HR BLOCK before the irs accepts returns with ed creds?..will there be a n even greater dealy
I've already received my refund, but after getting it in one account and not the other I went back and double checked the info. I noticed that I checked checking instead of savings for the account option. Is it too late to correct that?
Hello! I've asked you a question before about the Injured Spouse Form, but what I'm wanting to know now is, my refund is expected to be in my account on Feb 12. You told me before that I would have to amend my taxes because I filed married but separate. With my refund being scheduled to be In my account tomorrow,is it to late for me to amend my taxes and then file the injured spouse form as well? I'm not familiar with any of this, so I didn't know if I could do anything once I have received my refund.
Hello! I submitted my taxes for this year already using the free HR Block thing, however today i received an email from someone i took a paid internship with saying that they JUST sent out a 1099 form to me on Friday. because of the education credit halt on tax processing, is it possible for me to ask them if i can just add that information in when i receive it? or do i have to wait until they process it to amend it? and at that point, will it be to late to amend?
I'm on the board of a local 501c3 non-profit, and I filed 990-EZ for the organization. The return included Schedules A & O and form 4562. On the 990-EZ, I entered an incorrect EIN (entered 56-xxxxxxx, should have been 52-xxxxxxx). All the schedules and 4562 had the correct number. No taxes or refunds were due. The return was mailed, not efiled. Should I do an amended 990-EZ, and if so, when? Thanks
Hello I filed my income a week ago and I noticed today that the lady misspelled my daughters name. Its yerusalem and she put yerusalum.so I called and she said she would fix it. Does this mean I'm gonna wait even longer for my refund and shouldn't she have contacted me earlier to tell me it was rejected or did it go thru like that.sorry just wanna know. Thanks in advance
My tax person just got done doing my tax. Its been a few days now and i just notice that ss# is placed in the wrong place. My ss# is ### 87 #### but he has it as ### 78 #### . Do you think i will still get my refund or how can i fix it. Thank you for yourtime.
I forgot to change my wife's last name on the taxes this year, will it be ejected? what will happen?
hi i had already filed my return and it was exepted. then got 1099r . will this hold up my refund? because with the 1099 it takes my refund down like 2000, really need this refund right now.
hi Jan this year was my first time doing my own taxes an i mistakenly filed a 1040 instead of a schedule c for my return tried to call the IRS and tell them an they started the 21 day speech an no info was to be given until then so now what do i do my income was correct and my children are mine filed this way for 3 years since i started my business is this something they will correct for me or do i have to wait 60 days an then amend my return?
also they sent a letter saying I am up for review
Hi Kevin,
that's funny you filed with H&R Block because it's illegal for professional preparers to file a tax return without an actual W2. I'm guessing that you must have used the H&R Block software on your own.
It's quite possible that your return will be rejected–which in your case is probably a good thing–then you just fix it and refile. It only takes a few minutes for you to fix it.
Hi Tequila,
If you've already received your refund, it's too late to change which account it goes into. (Even if you're split the refund.)
Hey Katelyn,
As I understand it, if you already submitted the return, even though the IRS isn't accepting, it's too late to get it back. You will have to amend.
Hi Roscoe,
I suspect you'll get a notice from the IRS about the mistake and then you'll have to submit the corrected forms. I'd wait a few weeks to see what happens.
Hi Maria,
I'm not sure. You'll have to ask the lady who filed your return. I would think the IRS wouldn't have accepted your return with the wrong spelling–but sometimes mistakes get through.
Hi Mike,
If your return gets rejected, you just have to fix it and refile. It's pretty easy. You should know within 24 hours after submitting. Maybe even faster.
Hi Melanie,
You will need to amend your tax return. Don't spend the extra money. Just send it back with your amendment.
Hey Christina,
A schedule C is part of your 1040. Sounds like you'll still need to amend though. You don't need to wait 60 days, just until your return has been processed. If you've got your refund, you're okay to amend.
I was told that I wouldn't be getting a 1098-t form for 2012 because box 7 on my 2011 was checked and it included information for the spring semester (2012). I filed my taxes accordingly, but I received a 1098-t anyways for 2012 that showed more scholarship money that before. So basically I was awarded an education deduction that I'm not technically qualified for. Will the irs reject my refund or will I have to make an amendment? Also, how and when will I know how much I will have to give back?
Hi Jan, Last year we had someone do our daughters taxes and never noticed that her Social Security Number was wrong ..I'm doing them this year luckily she noticed the wrong SSN and we hadn't file yet..yeah!! Here's the problem I'm sending an Amendment form for last year for Federal & State do I need to 1.fill out the forms or can I just state the problem ??(Like I said just wrong SSN no calculation errors) The Federal form was an easy one but state wasn't really clear ? 2. Does my daughter need to sign each of the amendment forms. Thanks for you help!!!!
Hi my me is Toby I been working for this company for about 7 months when I fist started my boss was taking out taxes the about 3 or 4 months ago he switch to paychex so the started it. Well I have my w2 form and it shows how much I made but it only shows how much taxes have been taken out since my boss switched to paychex I just wanted to know how to fix it and how long will it take..? Please
Hi there. I got a divorce halfway through the year. We itemized last years returns and recieved a state refund back. He was told that we needed to split that as it's taxable this year on our federal filing this year. I did not do this! I filed with the standard deduction. Is this something I need to ammend??
Hello Jan,
I need to amend my 2010 tax return. When I submitted my return I owed the irs 2800 dollars and I paid them right away. I want to amend them because I forgot to include a dependent. The only thing is that this dependent has an ITIN, not a SS#. If I amend my taxes would I get money back if I include him as a dependent even though he has an ITIN? Also, do you think I could amend my taxes using turbotax (on my own) even though my taxes were done by a tax preparer and they efiled them but I have no idea what kind of softwarre they used?
thanks for your time and for all the help you provide.
Hi jan, I filed my taxes feb.4th with hrblock and have been checking my refund status at irs.gov since the 5th…it said they received my return and they were processing it the 6th..as of lastnight tho they no longer have any information regarding my return but hrblock says irs is processing it and everyone else I know tht has filed after has been getting an expected date to receive their refund. What's going on?
Hi Juan,
Your tax return should be rejected if it has the wrong social security number on it. Call your tax person and have him correct the mistake and resend the return.
Hi Kendra,
You will have to amend your return. I don't know how much you'll have to give back, it depends upon what your numbers are.
Hey Tracy,
Did your daughter ever get her refund? If the social security number was wrong it should have rejected. I'd call the IRS on this before filing any kind of an amendment.
Hey Jan,
Yesterday I received an email that my tax return had finally been processed. However, I realized after I filed that I had factored in a deduction I may not be eligible for. As a result, I amended my return through H&R Block's site. The site says that I am now due $358 but the amended return says I owe the IRS $445. When you add the two figures together, you get the original amount that I was due. I have not sent in the amended paperwork yet. Will the IRS still continue to process the original amount and then expect me to send a check back to them with the difference? Will they just take the money straight from the return? What should I do at this point?
Hi i filed my taxes with h&r block this year n the lady made a mistake n put him as my son can this be fixed n will i be in alot of trouble n do this means i wont get a refund at all?? I did get audited but i dont really have any proof saying i took care of my nephew besides my sister consent help please im so worried!
And i did get a refund for 600 but H&R block took 300 of it but my original refund was suppose to be 6139 this is the first time this ever happened to me
Hi Jan – Yes, I also messed up – I e-filed my return last week and received a 1099-div in the mail today. However, when I make the changes to my 1040, the amount of my refund does not change. Do I still need to file a 1040X? Thanks for your help.
Hey there! I efiled my tax return online thinking I was being claimed as a dependent. However I found out after the filing that I am an independent, and also missed out on a credit due to me for being an independent that paid for college. Orignially I was supposed to pay 1100 on april 15th via a withdrawel from my bank account, but my amended tax return form has me recieving a tax refund of 1704. Will I still have to pay the 1100 on april 15th if it takes them that long to process my amended 1040x?
Hi Toby,
If there's a mistake on your W2, you'll have to go to your boss to fix it. I can't help you there. Sorry.
Hi Kristi,
yes, technically yous should split your last year's refund and claim it as income on this year's taxes–because you itemized. If you hadn't of itemized, then the refund would not be taxable. Sorry.
Hi Audra,
I don't know. It could be nothing. The IRS says that you should expect your refund to take up to 21 days.
Wait. After you get your refund, mail the IRS what they are due with your amended return.
Hi Mary,
So you lied on your tax return and got caught, is that correct? Sorry for being so blunt but most people know the difference between son and nephew. You signed the return, you saw the paperwork. Blaming it on your HR Block person isn't going to fly with the IRS too well–they've heard that one before.
Here's the thing, if you file an amended return before April 15th, normally you won't have that on your record. But–you already got caught. Admit it and pay up, that's your best shot, unless you really are entitled to claim your "nephew" but I'm guessing that you're not–otherwise you could prove it.
Hi I filed my return on jan 30th and it got accepted I got a letter from the IRS stating they are processing my return and it can take 60days for me to recieve my return and there verifying information so I took all my information into H&R block personally and they said my wages and federal were inputted incorrectly. My wages were more and my federal with holdings were more .. I asked her what I should so she amended the return for me but I havent recieved any money yet ..the onlt credits I have is for my daughter. But one of my friends did my taxes for me but they were obviously wrong. Am I able to send in the amended return even though the irs are still processing my return? Im upset because my friend put in the wrong information and I dont want this to look bad on me like I did that. What should u do? My ameneded return came out to be about 1200 less then my original return . Do I need to call the irs and let them know im amending the return or can I jus mail it in myself ?
Hi Jan,
I decided to do my own taxes this year and it went pretty good usind tax act.When I looked back over my 2011 return I notice my accountant comepletely forgot to list my real estate taxes paid on my schedule A of my 1040.
I have completed a 1040x but I am not sure what forms I need to mail with it.
I know I need to include the corrected schedule A.Do I need to include w2's or any coppies of the original 1040?
Thanks for your help.
could you please answer my question if possible:
Hello Jan,
I need to amend my 2010 tax return. When I submitted my return I owed the irs 2800 dollars and I paid them right away. I want to amend them because I forgot to include a dependent. The only thing is that this dependent has an ITIN, not a SS#. If I amend my taxes would I get money back if I include him as a dependent even though he has an ITIN? Also, do you think I could amend my taxes using turbotax (on my own) even though my taxes were done by a tax preparer and they efiled them but I have no idea what kind of softwarre they used?
thanks for your time and for all the help you provide
I want to ammend my filing my wife and I always file married but filing seperate. But going over the papperwork I saw my wife put down single. I always file the return but this time I was not around. We just did it 2 weeks ago when can I ammend it so I won't be audited.
Thank you
I had my 2012 taxes done and filed by a tax preparer. Due to the delay with the form 8863 they efiled it without it and said we would just ammend it. So i received my refund and went in and the prepared my ammendment and printed and had ke sign and told me to mail it in. They said i do not need to attach the form 8863 with it because the irs will see it in the companys tax software is that correct?
My company issued a corrected W2 form so I have to complete a 1040x form. I know that I will have to include a copy of the corrected W2; but should I include my wife's original and unchanged w2 too (we file jointly)?
Also, ate there other forms that I should include in my amended return?
Hello Jan,
I submitted my 2012 taxes by e-filing them. I had paperwork from employers, all expenses which includes mileage and so on. I work in the film industry and was paid by a production company by check. However when I did my taxes and submitted the company name alongside the amount I was paid, I gave the company name instead of the actual film production name. For example if I worked for MF Productions but was paid under the films name. Not sure if I made sense. I usually never have had this issue before but when I spoke to the producer today since he was sending out our paper work for taxes he told me I probably need to amend it. Not sure how to doit. So any help would be truly appreciated. please and thank you.
Hi Jan. I think I was overlooked when I asked you a question earlier, but I was wondering what I needed to do in this particular situaion I am in. I have already filed and received my taxes back. I filed married but separate bc. my husband is behind with his school loans. I didnt find out that we could have filed together on the Injured Spouse form until after I had submitted my taxes. You told me before that i would have to amend my taxes and then fill out an Injured Spouse form. We went to H&R Block to get this done, and the tax preparer told us that she didnt think that it would benefit us to do this because I only made $6500 for the 4months that I worked last year, and my Husband made $50,000. She said there would be a huge offset, and I could actually have to pay back, and that it was still not guaranteed that the refund wouldn't be taken for his school loans. I was simply tryng to get it to where i could atleast get the full amount of credit for my son. I am assuming that because of the amount that I made, I didn't qualify to receive the entire tax credt for him, so i only got a $532 credit . Sorry for the drawn out story, but basically I am just wondering if I should even proceed with trying to amend my taxes and then file a Injured Spouse, or Should I just leave everything as is? Thanks In Advance!!
Hi Mary,
Even though the lady at H&R Block made a mistake, you had to sign the paperwork that said he was your son so it does looks bad. That said, did the child live with you? Are you entitled to claim him? If the only mistake is that it says son instead of nephew, then you should be okay.
If, on the other hand, you really had no right to claim him–you're going to lose out on any refund that would be related to the child. I'm not sure just how far the IRS will go in prosecuting a fraud like that–if it is fraud.
But this is a warning to everyone–make sure you look at those tax papers before you sign them. Don't let a preparer's mistake cause you to get into trouble with the IRS. H&R Block does not guarantee EIC returns.
Hi Louise,
you might have to file the amended return anyway–here's why.
If you had qualified dividends–meaning they are taxed at the lower capital gains rate–it could be different from if you had regular dividends which are taxed like ordinary income.
Here's what you do–enter the dividends without putting the qualified dividends in. If your tax still doesn't change–then you don't need to bother with the amendment.
If your tax does change, then you should. When the IRS does your taxes, they don't give you the lower tax rate. Does that make any sense?
For example: depending upon your circumstances, you might have $2000 in qualified dividends but owe no tax on them, but clearly–$2000 of extra income would raise your taxes if it were regular income.
Then again, if your dividends were just $10–then it wouldn't do anything to your return anyway. Hope that helps explain it a little better.
hi last year when i did my taxes my sons name was registerd wrong but i didnt know till this year because they couldnt find him because of the his name was spelled last year so they told that i had to do it the same way as last year but im worried about on how his name is wrong what can i do fix it please help me.
Hi, when I filed with Turbo tax it was rejected because it said one of the social security numbers was wrong but when I sighed in to fix it, the site said that is my son's, it was the only one that prompted me to go over and it was correct. So I filed it again and it was accepted and finally processed. They reduced my refund and I haven't received the notice yet but it pointed me to the social security numbers. I finally discovered that one of my daughters' social security numbers has one number wrong. We have five children, including a set of twins so things can get a little confusing from time to time, especially when trying to keep so many numbers straight. What do I need to do about fixing the mistake with the social security number and will I get the difference for my correct amount when I do?
Hi, I already e-filed my return and now I got a corrected 1099-DIV where the total ordinary dividends, qualified dividends and nondividend distributions are little different. When I changed them in the tax software, the refund amount didn't change. Do I still need to file an amended return? Thanks
Hi.. I did the paperwork for one amendment to my tax return, then realized I made ANOTHER mistake, so had to make another amendment. Does it matter which one is sent first? Can they be sent together? The first amendment I filed, I owe a small amount. The second amendment I filed, I am receiving a larger refund. Any help would be appreciated! Thanks!
To be a little more clear, neither amendments have been sent to the IRS yet. I have been waiting to receive my original refund, which I have now.
Hi I live wit my boyfriend and I have 2 kids my first is 10 previous relationship n his son 1 year old.. wen we did his taxes the preparer did a mistake on putting my first son a his son and I told her couple times put him as step child when he gets the copy he realized she put both kids as his sons.. how can we fix that?? Would that be a problem?? Can we ammend it or wait for the irs to catch the big mistake? ? We don't know wamhat to do
you've got a really important question here. It sounds like you've set up a direct debit–you really want to make sure you've got the money in your bank account to pay that because the IRS will take the money.
Filing an amended return can take 12 weeks to process so you really want to make sure you've covered that payment. The IRS will refund the money–but they are expecting to make that withdrawal.
Now one more thing–are you absolutely sure you are independent? If you are under 24 and you are an undergraduate student then it's highly likely that you are a dependent of your parents. Just make sure before you amend your return, okay? Thanks.
Hi Mayra,
Okay so your friend input wrong information about your W2, right? But I'm wondering about your daughter. I suspect that the reason your return was held up has more to do with her than with your wages. The IRS won't have your wage information yet.
If they gave you a number to contact, you should call them. I would not amend the return yet. You will have to amend, but I'm guessing that you have a bigger problem than what's on the W2. You're going to want to see what the IRS has to say before you go sending them any other paperwork.
If you do get your refund, be sure to send back any of the overpayment with your amended return. And don't let your friend do your taxes again.
Hi Dave,
That's a really good question. When you file an amended return, you will write why you amended in the explanation box. Example: original return was missing the real estate tax deduction on Schedule A.
With the return you will attach a corrected 1040 (not the original that you filed before, but the new one that's generated when you amend the return) and any schedules that changed with your return. In your case, that would be the Schedule A.
You don't need to attach the W2s because the IRS already has them.
Hello Jan,
My daughter is trying to file her taxes on turbo tax now and is at a road block . She is in the National Guard and that is her only income , there is a question about if she was active during the W-2 period and they said she was active during her basic and
AIT training (which was from July 2-nov 15 2012) but for the rest of 2012 she was just getting drill pay . So if she checks yes it's right but also wrong at the same time ??? It makes a difference in the amount she will get back so she wants to make sure she marks it right . Thanks
Hi Tony,
If you are expecting a refund, wait until you receive the refund to file the amendment. If you're not getting a refund, wait about three weeks before you submit the amended return.
Hey Keesha,
That doesn't make sense. Either you amend the return and attach the 8863 or you don't need to. You might want to check with a supervisor–something doesn't make sense.
You will send in the corrected W2, but you don't need to send any other W2s. If your revised W2 causes any of your other forms to change, you'll need to send and forms that change. For example: if you claim medical expenses, the deduction is based upon a percentage of your income–in that case you'd have to attach your new schedule A. But if none of the other forms are affected, you don't need to send anyting else.
Hi Genesis,
Let me make sure I understand. You worked on a film and you listed the name of the production company for your income. Did you receive a 1099MISC from them? If yes, you really should list it on your return.
On the other hand–since you did report the income, it's not going to change your taxes. But–the IRS will do "document matching" and that's why you want to amend–to show that you received income from the "film" as opposed to the production company.
If you don't change it, and you get a letter from the IRS–you'll just have to prove that you wrote the wrong comany name down. I'd fix it now just to prevent the hassle later.
Hi Alisha,
Given your husband's income level, you won't qualify for EIC. I'm guessing that you' claimed your child so for you, married filing separate probably is your best bet.
Hi Rocio,
To get your refund faster, file with the wrong name. Then call the IRS and speak with them about what you need to do to have the name corrected.
If you're not in a hurry for your refund. Contact the IRS first. I'm guessing that you would have to file a paper return and the name issue would be fixed then. But do check first.
Hi Bridget,
After you get your refund, you will need to amend your return. Put the correct social security number down for your daughter. You will get the refund, it will just take a little while.
Hi Deb,
It sounds like the change is insignificant. I doubt that you have to amend.
Hi Christina,
I'm so glad that you didn't file the first amendment yet. Make sure that whatever you do, file it correctly. You might want to consider having a professional look over it before you file.
Hi Jessenia,
Your boyfriend is not your son's stepfather. To claim that is illegal! Be careful you could get into huge trouble for fraud.
Now, he's definitely not the father either. So you need to change the returns. Your boyfriend cannot claim EIC for a child that is not his. Amend it right away.
I am partially self employed. I claimed mileage and then my tax preparer had me give my full mileage for the year and I accidentally gave a wrong number. I gave 112,000 miles and it should have been 60,000 miles. The work miles are correct its just the total miles for the year that is incorrect. I called and they said it would be fine as long as the work miles are correct. Should I do anything to correct the mistake?
Someone filed my return for me and informed me that they did a mix up and put a different w-2 as my employer and wages on accident and they didnt realize it until they efiled it. Im freaking out i need to know what too do is there a way i can fix this please help me.
My husband and I changed my daughters last name last year but not her social security card. When we went to h&r block we filled for 2011 and 2012 the guy put her new last name on the forms even though her social security card was not changed yet(we changed her name on her card the following Monday) well. Both got rejected and he fixed the e file one but the one we mailed in, the refund amount got adjusted to 5000 less. Is there anything we can do to get that money still?
hi i filed my returns efile and noticed after that my first name has an extra letter. what should i do?
What if someone claimed your kids and they are not the custodial parents , and the noncustodial parent claim the same kids but has the release form (8332) from the custodial parent ,what will happen ?
What if the person that did my taxes put in the wrong information can I file a amended return I order a return transcript my refundsuppose to be way lower than what she provided
Thanks for all your good information! I have a rental property that went into service in 2007. For 07,08, and 09 a professional prepared my returns. Then in 2010 I decided to save some money and do them myself. It has come to my attention that depreciation and passive losses were file incorrectly since I took over (of course). I need to file amended returns for 2010 and 2011. But I just want to make sure (based on other advice you've given people) that I should go ahead and file 2012 and get my refund, then go back and file amended returns for 2010, 2011, and 2012? I know you can only file amended returns 3 years back so this seems to make the most sense to me. Also, would that have to be done by tax deadline? Thank you!
Hi Crystal,
The thing that comes to mind is making a qualified distribution from an IRA–if you're active duty then you don't have to pay the additional 10% penalty. For that situation, you need to be active duty for 179 days or more. So, I'm guessing that she would need to say no. Sorry.
Hi Lisa,
You'll just have to contact the IRS and explain what happened with the name. You don't really need to amend–because the return is correct. But they might have you submit forms to prove that her name is really what's on the return.
Hi Nunez,
If your name has an extra letter when you file, it will probably just get rejected. After the reject, just fix your name and re-submit.
Hi Al,
You should read this post: http://robergtaxsolutions.com/2011/01/my-ex-claimed-my-kid-now-what-do-i-do/
And you might want to read this too: http://robergtaxsolutions.com/2011/11/split-exemption-claiming-one-child-on-two-tax-returns-%e2%80%94-the-legal-way/
Hi Toshiba,
If your preparer put in the wrong information, you can amend and correct it.
Hey Nathan,
Well, I kind of doubt that it's your W2. I'm thinking it's more likely an issue with claiming your child and EIC. My first thought is: could anyone else have claimed your son? That's more likely to cause your taxes to be reviewed so early.
The IRS will let you know why they held your return soon.
Most likely, if the problem is your W2, it wouldn't get caught until much later in the year.
Hi Beth,
First, the deadline for 2009 returns is April 15 2013. Since you're only amending 2010 and 2011 you've got a little more time.
Personally, I'd file your 2012 return correctly–why bother to do it twice? If you need more time, just file an extension and get it all done.
Hi Jennae,
The non-business miles won't make a difference unless you are claiming actual expenses–which I'm guessing you're not. Don't worry about it.
Hi Cord,
You need to file an amended return. Get it done by April 15th and it will not go on your permanent record–your corrected return will be what's in the file.
Hi BV,
Sorry for being so harsh. Here's the deal:
EIC is for the parent that the child lives with. In your case, that would be you. The child tax credit goes with the dependency exemption, and if the court orders the exemption to go with your ex–then that's where it goes. If it's supposed to go with you, then it's you. This post should probably help you: http://robergtaxsolutions.com/2011/11/split-exemption-claiming-one-child-on-two-tax-returns-%e2%80%94-the-legal-way/
Thank you so much for your posts and answers to everyone's questions. It is very informative. So of course now, here is my question. My husband and I file jointly. I have a W-2 and his income if from a Schedule C for the business he has. This year, he is behind in preparing his accounting to generate his Schedule C. Understandbly, we could file for an extension. Unfortunately we have a child in college and I need my tax information for the FAFSA form for financial aid determination. Here are my thoughts: I can file separately (which will seriously affect my deductions/refund) and use that information as with the IRS Data Retrieval for the school or file jointly without the Schedule C, use the information with the IRS DAta Retrieval for the school and then amend my taxes once the Schedule C is complete. My biggest concern is getting some type of information to the school. What do you think? Am I setting myself up for further audit risk?
We filed our taxes for 2012 on February 22, 2013. Our federal refund came out to be $5,299.00 and was shown as accepted the next day on the IRS website.
Today, March 10, 2013 I received a letter in the mail from the IRS. It was a CP22A Form stating that we owe $3,922.80 from our 2010 tax report. Both reports were filed by HR Block. Will we get our refund for 2012 or will it be deducted to pay the taxes we didn't know we owed from 2010? Also, we had HR Block do our taxes in 2007 and 2009 and subsequently, we received notices almost a year later stating we owed $3,000 for one year and $855.00 for the other year. We went on a payment plan with the IRS and got caught up, but HR Block said there was nothing they could do about our situation. I am so frustrated and in panic. Please advise. Thanks so much.
Hi. I haven't filed my 2012 returns yet…getting ready to. However, just recently, I received a K-1 form for 2009 for my mother-in-law's trust. She passed away in 2009. Never got one before this, so it kind of came as a big surprise. Apparently, my brother-in-law, who was named the trustee didn't do things properly. Anyway, do I just need to amend my 2009 return? This year's return would have nothing to do with this, correct? Or can I send them in together and have this year's refund offset what I may owe from 2009? Also, how do I get out of having to pay penalties and interest for the last 3 years when it was not my fault? I want to make sure I do this right. Thank you.
Hi Ikbspcd,
Let me tell you about me. My husband has a W2 and I have a schedule C. I had to file my FAFSA on January 31st. Your friendly neighborhood accountant is really good at doing other people's taxes, but getting my own done is a whole different story.
Anyway, I did my taxes as well as I could with all the other documents. Then I used my best estimates of my business income. Oh sure, I've got my check book accounts–its' the mileage log and stuff like that that I drag my heels on. That said, I'm pretty sure it's awfully close to last year.
So you do the FAFSA with your estimates. When your tax return is actually finished, you'll send that information in. But this way you'll get the FAFSA done anyway.
Hi Kathy,
The IRS will keep your refund to pay the back debt.
So, did you owe $3000 when you filed your return with Block in 2010 or did the IRS change your refund? Block will not honor their peace of mind agreement if it's an EIC claim, but if it's their fault they should honor it. If you didn't buy the peace of mind agreement, they at least cover the penalties if you contact them within 30 days of the IRS notice.
If nothing else, they usually will help you to make sure you really do owe the money. If your tax issue is not EIC and it is a Block mistake, you should go to the district manager and see what they can do. Maybe the can't help–but just make sure you've checked.
Hi Donna,
Amend the 2009 return. Pay the tax. If you are assessed a penalty, request a penalty abatement. The circumstances were beond your control.
Hi Felipe,
Sorry this response is so late and out of order. I'm playing catch up with my mail box.
You want to amend your 2010 tax return to add a dependent. The dependent has an ITIN instead of a social security number. A few things to consider:
1. does your dependent live with you?
2. if not, is your dependent a qualifying relative that you can claim without him living with you?
The reason I ask is because there's been a huge scandal at the IRS for allowing people to claim kids with ITIN numbers that should not have been claimed. So–make absolutely sure that you are allowed to claim this dependent before you do so. They're going to see an ITIN number and it's going to get special attention.
It you had it done professionally, you can probably have your preparer amend it for pretty cheap. That might be better for you than Turbo Tax.
Or, you can get the forms from the IRS website. But do check your preparer first. I usually charge $250 to do an amended return. But if you had your taxes done at a place like H&R Block or something like that, they generally will amend your return for the price of the additional form that's required. So it might actually cost you less the the price of the Turbo Tax box. It's worth asking about.
At Kristi,
if you're trying to amned, try using computer software. It's usually easier than looking things up in tables.
If the state agency tells you to call a live agent you need to do it. It could be anything, but past court costs could be the issue.
Thanks for your response. I figured that they would keep the taxes owed. We did not owe any money in 2010, we got a small refund actually. So this has me really confused. We both work regular jobs and each have one w-2 each. We have three children, nothing complicated. So this is where my frustration lies…I still don't understand why we paid someone (a good amount of money) to do our taxes and still, they consistently have not done them correctly. There is nothing we could have possibly "hidden" or tried to "slide by or through". Will the IRS give us an explanation? They haven't in the past, but I'm hoping they will this time because it's really put us in tough position financially. I will never use HR Block again, I know it sounds like I'm pointing a finger, but it really just doesn't seem fair. I'm so frustrated and upset about this and trying to keep a straight mind about it, but can't. Thank you for your advice though, it confirmed things for me so that now I will know what I am forced to deal with. Thanks again.
Okay thanks so much for your input. I have totally screwed up our taxes. I'm out if state and flew home for a few days to do my taxes with my husband. He had entered all of our information and w2s. I just went in and added credits and adjustments. After all the credits hr block online said we should take the itemized deductions it was 27000 but I think I put in too many zeros because that seems like an awful lot because we only made 36000 last year. I should have just used the standard but didn't. Anyway I'm afraid I somehow put too many deductions I wasn't entitled too. Also after printing realized my husband didn't put his 3,000 cash income for grass cutting, he is unemployed but did make a little doing yardwork. Can I file an amended and just take the standard deduction instead of the itemized and add his income? I'm so confused and scared, I don't want to be audited or face jail time because of a silly mistake. Our refund is due tomorrow.
Hey Kathy O–
A couple of thoughts for you. One–you might want to go to your H&R Block's district manager and have one of their EAs go over your taxes to make sure they're right. You have spent a lot of money and they should back up their work.
If they won't cooperate, try finding an enrolled agent in your area. Here's a link to find someone near you: https://portal.naeacentral.org/webportal/buyersguide/professionalsearch.aspx
It just seems a little strange that they've been off by $3,000 on a couple of occassions. They should at least be able to explain what the problem was so that you don't get into that situation again.
Hi Christi H–
The mistake of putting too many zeros is really common. Really! It happens all the time. So don't feel so bad.
Amend your return, add the extra income and take the standard deduction. (Make sure that's what you should do–maybe itemizing is best, just not too many zeros.)
When you amend your return before April 15th it won't go on your permanent record. (Do I sound like an old school teacher? Sorry.) But, your tax record will show the corrected return and not that there was a mistake.
Hi Jan, thanks for a great site.
I think our situation is quite simple. Basically, my question is about the State Form 1. We filled it properly with my wife, all numbers add up and all our details are correct (names, SSN etc.) The only thing I just realized is that on pages 2-4 of Form 1 we left the Name: and SSN: at the very top blank, although they are present on page 1 of Form 1 (both our names and our correct SSNs). We did not e-file but did a paper return.
So we sent all the correct documents, all is OK except that on Form 1 pp. 2-4 the Name: and SSN: entries at the VERY top are left blank. We both missed them because they seem to be outside the margin space. Oh well.
Do you think we need to do anything about it?
Hi, I have a serious dilemma. I just recently filed my son as a dependent on my taxes. Problem is I didn't know that his father had too. When I went to try to get help on it, I was told that I was supposed to sign a w8332 for him if he was going to carry our son.he didn't know anything about it and the lady h&r never mentioned it. I really don't want neither of us to be in trouble. What should we do?
Hi. I filed my taxes on Turbotax I've received my refund but I forgot to file one of my w2 for about $2,300. I need to do the amended do you think I will owe money back or get something back? And will it be okay if I don't amended it this year and just file it for next year? Or is it something I have to do ASAP
I'm an international student and every year I fill out the Form 8843.
However, because of an internship I have just got I also got a social security number.
Today I sent my Form 8843, but I forgot to include the social security number. What can I do? Should I worry about it?
Hi Jan, it's great how you help people out. Shortly after e-filing I noticed that I had entered the cost basis on a 1099B into both the sales proceeds and cost basis boxes, resulting in a $0 cap. gains. (long term). Cap gains were actually $908. However, due to my tax bracket the gains are not taxed, so it had no effect on what I owed the IRS. Should I file an amended return?
Hi Peter,
I would give it a few weeks and see if your return gets processed. If you don't see a refund within a few weeks, I'd call and follow up to see if they recieved and processed the return.
You name is on the front of the return–so it might be okay. But you never know. Just make sure you follow up. If they didn't process you return, then you won't be amending, you'll just be resubmitting with your name on all he pages.
Hi Neeka,
It sounds like you and your ex want to do what's best. So, you should sign an 8332 for him to claim your child for the dependency exemption and child tax credit. You'll want to keep your child on your return for head of household and EIC. (At least, I'm guessing that you have custody).
It may make sense to make these changes and file your returns together. You put your return in one envelope. He puts his return in another. And you put both of the envelopes in a big envelope and mail them together. That way the IRS knows you're doing this together and that your amendments go together.
That's the best way.
If he's not cooperative–that's another story. You can do your part all by yourself–then at least you've done your part.
Hi Tara,
You need to file an amended return. I can't tell if you'll owe or not–it depends upon your withholding. Most likely you'll owe–but I could easily be wrong.
You can't just put it on your next year's return. Sorry.
So I filled my amended taxes feb 22 2013 and I am supposed to receive a difference of 5144.00 and today I received a check for 3963.00 from the dept of treasury today is only march 21 2013 when i check my wheres my amended tax return on the website it still says its only been received not adjusted or completed and I have already received the other part of the balance before I even filled my amended taxes. What is this check that I got. Very confused. Also when I check the status of wheres my amended refund on irs.gov it says my amended tax return is 2011, but when I look at my copies I have of my amended return it is done properly with the right 2012 date. I had a tax pro do my 1040 x paper work. All I did was send it in. Please help I am very confused as to what is going on.
I'm applying for a mortgage and when I sent them my taxes I later discovered that I forgot to file a 1099-g for the beginning of 2011 and for 2009.Also I was looking the 4506t form and the bank wants 1099s from those years, but they only asked for the taxes for 2012 and 2011. Should I tell the bank or wait for them to contact me.
I recently sent an 1040x form in and i notice it was incorrect about the rental property i sold. I though i had got corrected the first time but i didnt understand what the cpa was explaining to me. can i send another 1040x form to get problem
Hi Jan,
When I e-file my Wisconsin state taxes I managed to fill in the wrong line for my refund. I filled in the line that says to apply my 2012 refund to my 2013 estimated taxes. Instead, I'd like to direct deposit my refund into a bank account. Is there a way to change this information? I've tried filling out an amended form (2012 Form 1X) and it keeps tell me the amount I owe &/or will be refunded is "$0.00″ – presumably because it shows I've already been refunded the amount. Is there a way I can change this?
Many thanks!
Hi Jan,
I used a popular tax software to do our taxes. I knew we would owe before i even started. I went ahead and deleted old information out and added new as i went along (Last year was itemized and this year was just standard deductions.) i completed the return, and reviewed it and all was showing we owed. So i submitted it on 03/12/13 I then printed it 3 days later, and our ENTIRE Return is wrong other than the w-2's I entered. I called the company and they told me to amend my return and they cant explain why my information didnt save. I'm in a complete panic now, because the entire return is wrong, it shows i'm getting a refund, when we actually owe. how do i explain to the irs and nys why i'm amending an entire return? and will this trigger an audit HELP HELP HELP!
Hi Jan,
My wife & I incorrectly e-filed (first year filing jointly) our 2012 taxes a month ago and got a direct-deposit refund. Turns out, we actually owe money and so had a professional prepare a 1040x for us which we need to snail-mail off.
Question: how do we send back the incorrect refund which was already deposited directly into our accounts? Should we write a check for that incorrect amount to send along w/ our 1040x (along w/ the actual amount owed)? Or is there a separate process for sending back IRS money that doesn't belong to us?
Thanks in advance for your help.
I did my uncle's 2011 tax return by mail . I just noticed one digit on his Social Security number was wrong. Should he have received a letter from the IRS or with the documents of his reported interest enclosed IRS noticed the error and corrected it.
I didn't realize you were such a wealth of info. Thanks for sharing it! You are a great resource.
Thanks, too, for your assistance to me last year.
Take Care,
Tom Amsberry, CPA
Hello Jan,
Thank you for all the good job you are doing by providing us with great information!
I have a BIG problem and not sure as to how to resolve it, here it is:
I live in CA. work as a Catering Server for different Catering companies, for a couple companies I'm a 1099 and it's ok, I got the 1099 Misc form, however, for the rest of the companies (4) I'm an employee (w4) and got the W2's but most of them show no federal or state withholding deductions, or just very minimum like 1 company deducted only .50 cents for State and $16 for federal out of $5200. But going back and reviewing my paystubs this particular company pays me $18/hr and no tips, but yet on my paystubs shows that she pays me $8/hr plus tips which are reported against my wages. I have contacted her about this situation but the answer that she gave me was that she was doing it this way for worker's compensation purposes. Now, I need to file my taxes and am afraid to do so because I think I owe a lot of money plus penalties.
Is there any advice to follow from you? Beside, contacting the IRS and letting them know about this company, what else is there for me to do?
Also, what forms do I need to file? I do file my own taxes, but not sure as to what forms to use, I know I can't itemize because I am an employee not a independent contractor and really don't have that much to itemized other than miles.
Please help!!!
Hi, I have two questions to ask.
First, My husband and I are both Asian people. We came to study in America with F visa in 2008. Since then, my husband has never left America. He transferred to H1B visa status last October. So is he a resident or non-resident for tax purpose?
Second, I have already sent my tax return form to Austin office without my husband. Now I want to refile it with my husband jointly as married. But he lives in north carolina and I lives in Texas. Where should we send the our tax return form and my 1040X form? To Austin or Kansas?
Thanks a lot for your help.
I e-filed my tax return using Turbo Tax and it was accepted by the IRS a week and a half ago. I was looking over my paperwork tonight and realized that when filing out the W2 information, I mistakenly left the Fed income tax withheld, social security tax withheld, and medicare tax withheld boxes blank. I paid the taxes, the info is on the W2, but for some reason I left them blank when doing the return, and it was not something that Turbo Tax reported as an error when doing a review error check.
Adding in the amount for the withheld taxes increases my refund due. My question is if this is something that the IRS would consider a "math error" and will catch themselves, as the info is correct on the actual W2, or is it something I need to file an amended return for? Thanks!
Last year, 2011, I went to H&R block to get my taxes done with a W2 and an extra income from babysitting but I hadn't received any paperwork for the second job. Getting my taxes done at H&R block was going to be far too expensive on my income as they charge per form so the woman was nice enough to fill it out via turbo tax. Unfortunately, it seems she put the babysitting money as "extra money" or something instead of a Schedule C but I didn't realize it until I was going over everything for my taxes this year (I plead sincere ignorance)!! I got a refund last year of a few hundred dollars and now I'm petrified of interest and what they are going to do in general.
What do I do? File an amend? Schedule C for business tax?
Hi Jan,
I have filed 1040X and CA 540X for TY2011 2 days back. There was no change to my federal tax owed though I reduced my property tax deduction. However, I had received a refund from the state based on the original return. Upon amending the state, I now owed the state (part of the refund) and have sent a check with the CA 540X (plus amended federal return etc.). For TY2012, on Form 1040 Line 10, should I report the state tax refund
(a) I actually received in 2012 (reported on 1099-G) or
(b) I would have received had I not made the mistake in deductions when I had originally filed for TY2011. This would be (a) minus the amount of check that I have just mailed to the state.
Thank you for your valuable feedback!
good evening,
my husband was a sole proprietor in 2010 and 2012 and received 1099's. in 2011 he worked and got a w2, so there wasnt a 1099 that year. well on my return i forgot to check the box on line h on schedule c. where it says to check box if u didnt submit schedule c in 2011. is this gonna be an issue
Hi Jan,
Thank you for a wonderful resource. I filed my taxes and owed 24k in taxes because my preparer missed some cost basis information. It was efiled with the mistake. After the corrections/1040x were made, I only owe 10k. Should I send the full 24k then wait for them to refund it or can I just net out the difference and only send the 10k payment?
We printed out my son's completed online tax preparer's 1040X (changing himself to NOT be his own dependent…so I can claim head of household and him as "Qualifying Relative") The 1040EZ form also printed at the same time? He had already filed his 1040EZ, (income less than $2,000) and got a small refund in the mail. He will be filing the 1040X, enclosing a check for the return amount. There are no supporting documents that I can think of BUT, does he need to also attach the original 1040EZ?
Hi Jan,
I missed a 1099 in my 2011 tax return and received a letter from the IRS that I owed money for the return. I filed an amended return along with all the documentation required to settle the balance and now show an additional return of $900. However, since you have to mail in the amendment, it isn't showing that it has been received yet. My question is: I have efiled my 2012 tax return and am expecting a refund. Will they give me the refund event though my amended return for the previous year (which originally showed I owed money) is still processing?
Hi, I just filed my 2012 Tax Return via Turbo Tax two days ago and sent my payment as well. Just today I recived a 1099 R. Can I just wait for the notification from the IRS as to the balance I still owe then mail my payment from there? Or is there a better process for this.
Thanks in advance.
First of all, thank you very much for answering our questions.
Couple weeks ago an authorized person prepared my federal taxes and e-filed them, but she made a mistake, she attached 2106 EZ and said I have unreimbursed employee business expenses during my relocation, but I was reimbursed for everything. I realized that attachment after I came home. I know that I need to do an amendment now to correct this, but I don't want to go to her again. Can I do the amendment by myself? or do I have to go to her for amendment since she prepared them initially? Also, can I do the amendment before April 15th, or not?
I really appreciate your help.
My husband and I filed Married Filing Separately this year because I had a large tax debt, and he didn't.
He filed his taxes in February, and already got his refund.
When I E-Filed my taxes, it was rejected because he had mistakenly claimed "the exemption for your non-working spouse" in the tax software we used.
At this point, is it better for me to mail in my taxes and let the IRS sort this out, or should he file an amended return while I mail mine in?
Hi. I filed my first tax return with hr block online and realize I could reduce my taxes if I contributed to a traditional ira. So I did and filed a 1040x with hrblock online. The website gave me instructions to mail my 1040x to the IRS but for my California return it says mailing address check list is not applicable. The site says I am getting a refund from California … Shouldn't I need to file the 540x to tell California ?
Hello International Student,
If you have a social security number, you should be using it on all of your tax documents.
Hi Mike,
So you had the wrong number in the proceeds from sales box. Now even though it won't affect your tax, if you don't do the amendment, you might still get a letter from the IRS because your documents won't match.
The document matching program is just that, the information on your tax return is matched against what is provided to the IRS by your sources (employers, stock companies, banks, etc.)
Even though it won't change your taxes, it's worth doing the amendment now, just to avoid getting a letter two years later when you've forgotten what you did.
Hi Debbie,
I'm confused too. I think your best bet would be to contact the IRS directly. I'd just be playing a guessing game and you deserve a better answer than that.
When you call–1 800 829-1040, don't push the button to find out about your refund, you want to talk to a human. Hold on until you get to a human to talk to, it's the only way you'll get a decent answer.
Hi Joy,
Since you're working with the bank, ask the bank what they want. Are your 1099g forms for tax refunds or for unemployment? That could make a difference to the bank. But talk to your mortgage person, she'll be the right one to talk to.
Hi Daniel,
You filed a 1040X and realized there was still a mistake and you want to file another 1040X. Yes, you can do that, but make sure you wait until the first 1040X has been completely processed. Then file the new amendment. Make sure you explain what happened in the explanations box. Also, triple check your return before you send it in. You really don't want to amend three times.
Hi Jade,
you accidentally had your refund applied to your 2013 estimated taxes and want to change it back. Sorry, but I don't know how change that. If anyone has had some success with that, please comment. Thanks.
Hi Christina,
You filed your return and all the information was wrong. Your explanation in the explanation box should be that you had a software malfunction. You won't be the only person making that claim this year. You're definitely not alone.
Hi Cheese Danish,
Okay so first you should get a prize for the best screen name. Love cheese Danish.
Anyway–when you filed you got a refund but on your amended return you owe. My first thought is to look at your amended return. Look at line 17–it says overpayment as shown on original return. The refund you received should be listed there. If it is, then you should just pay the amount on line 18.
Hi Margaret D,
You one of the digits of your uncle's Social Security number is wrong on his tax return. Most likely, that return is sitting in a trash can at the IRS. It's possible that he'll get a letter, but most likely, it went into the circular file. Follow up by checking the where's my refund site. If there's no refund coming, call, to see if it has been received and processed. If not, you'll need to refile. I'm 99% positive you'll have to refile.
@Tom Amsberry,
Gee Thanks!
Hi Gerbay,
Wow, you've got a couple of things going on.
First–you've got the whole issue of your employer paying you $18 an hour and then saying that you only get $8 and the rest of the money is tips. That could mess you up royally. Is he paying your social security and medicare tax on your tips? If not, then you're going to pay that.
How do you check? It's math, but it's not too bad. Here's how. See the number in box 1? That's your wages. The number in box 7 is your tips. Add those two numbers together. Take that number and multiply it by .042. That should be the number in box 4. If that works out that way, well there's one less problem to worry about.
Now, about the worker's compensation–that's more of a state issue than a federal one. The hard part here is–if you report the employer, you can guarantee that you'll lose that job. It's a hard choice. You know the employer is doing wrong–but who's going to suffer more? You or him? Only you can decide that issue.
Now, about being an employee–yes and no. Some of your jobs are being paid as a 1099 employee. That makes you an independent contractor. You will need to file a Schedule C for self employment, and a schedule SE to your self employment taxes.
Be sure to write off any expenses that you can claim. Do you have to wear a uniform? What did you pay for the uniforms? Do you clean them? Of course. Cleaning your uniforms is also a deduction.
Not many write offs, you're right. But make sure you do take whatever you can.
I recommend using a computer software program. (There's one on this website and plenty of others.) It will be much easier for you when you have so many issues. Good luck.
Hi Kehua You,
Your husband was on an F1 Visa and received an H1 Visa in October. You are still on an F Visa. You already filed your taxes separately and mailed them to Austin. That's fine. Your husband may still be a non-resident for 2012. He will definitely have to file as a resident in 2013.
Even if you still retain your F status, you may elect to claim US residency and file with your husband in 2013. This may be a good status for you to claim. It depends upon you and your husband's income levels and what treaty agreements the US has with the country you come from. For some people, it may be better to retain their non-residency status. You will need to sit down and go over the numbers together to determine what is best for you.
But for 2012, you are still both considered "non-residents" because your F status is like you are out of the country.
Hi Gordon,
You left the federal tax that you paid out of your tax return. That's one that the IRS may eventually catch, but it could take them up to two years to find it. It's not really considered a "math error".
So, check your refund. Did you get a corrected amount? Have you seen a letter from the IRS yet? If not, go ahead and do the amendment. Better to claim your money now than to wait and see if they catch the error.
Hi Rebecca,
Here's a different post for you to read: http://robergtaxsolutions.com/2011/05/summer-jobs-for-teens-babysitting-and-lawn-mowing/
I'm not implying that you're a teenager, but the information in there about babysitting might help ease your mind about that babysitting income. My guess is that your H&R Block person might have been right about putting the babysitting as "other income" and you probably have nothing to worry about.
But–when an H&R Block person does taxes for you on a program that is not an H&R Block product–that's always a little suspect. Although I believe she was doing you a favor, I'm sure her employers would disagree.
I was reviewing our income tax docs and noticed our preparer left out one of two W2s, it was for 17000.00, What do we do?! Sorry for the typo…furious! Help, pls!
Hi Pankaj,
Anything extra that you paid was paid in 2013 so it would go on your 2013 return instead.
Hi Ashley C,
I deleted your last name for privacy. I wouldn't lose any sleep over that. You're good.
Hi SN618,
I would mail in the $10,000 as that's the correct amount.
Hi Vicaren,
You know, sometimes the IRS sends the refund, sometimes they don't. I've had two different clients this year with exact opposite results. I'm thinking you'll get your refund as I'm guessing that you were just issued a CP 2000 but weren't assessed the tax yet. Had you been assessed the tax, then you wouldn't get your refund until the amended return was processed.
Hi Bono,
It could take a couple of years for the IRS to catch onto your missing 1099. I'd amend the return and pay the tax to avoid all the penalties that they'll assess once they do figure it out.
Hi Sultana,
I think you just asked the million dollar question, "Do I attach the new copy of the 1040 with my 1040X?"
Technically, the answer is no. But I've started attaching it anyway. Especially for returns that don't have any other attachments.
Bottom line, you shouldn't have a problem for not attaching it, but it's okay if you do.
Hi Pam,
Your preparer had a form 2106 attached to your return and you want to know if you can file an amended return yourself. I have a couple of answers for you.
1. before you amend the return, make sure you even have to. As a preparer, I know that I always try to input everything on a return, even if it won't generate any extra refund. That way when my client says, "did you count my medical expenses?" I can show her, yes, I did, but they didn't do you any good.
This is especially true for 2106 expenses. So you might have a 2106 form, but it may have done nothing for your return. So I'd check that first.
Where do you check? Well, the 2106 carries over to the schedule A. So if you don't have a Schedule A–obviously the 2106 didn't count.
Even if you have a Schedule A, the 2106 might still not make a difference. You'll want to look at line 21 of the Schedule A. If that's zero, then the 2106 didn't count so you won't need to amend. (There may be numbers on all the other lines in that section, but if there's nothing or zero on line 27, that's all that matters.)
So, if you do have to amend, you can do it yourself. Although your preparer should do it for you for free.
One more thing–if the 2106 form didn't count–did you get charged for the form? Some companies charge by the form–if you got charged for a 2106 form that wasn't used, that's something to be mad about.
Hi Michelle,
Because your husband claimed you as a non-working spouse, he will have to amend his return and take your exemption off. You will still have to paper file your return.
Hi Emily,
Usually when you file an amended federal return, you also file an amended state return. Sometimes, you can make changes to one without needing the other, but I'm pretty sure you'll need to file the California X as well.
I filled my taxes without claiming a 1099 income. I received it late and didn't know what to do. I'm being charged now. Can I still amend my taxes for that year? How can this effect me? Is it best to just pay what I owe even though is claimed as miscellaneous not as a contracted business?
Hi Jessy,
I would definitely amend your return and here's why–the 1099MISC is kind of a tricky form. I'm guessing that the income on the form was reported in box 7–which is for non-employee compensation. Am I right? Because if so–then the IRS taxes you not only at your tax rate–but also for the self employment tax rate of 15.3% above and beyond any other tax you have.
Now–if the 1099MISC income is not listed in box 7–ignore me and just pay the tax and be done with it.
But–if I'm right about box 7–then you want to amend your return and write off every expense you've had generating that income. Let's say you made that money painting somebody's office. You would deduct what you paid for your paint, your drop cloths, etc.
If you had no expenses for the work you did, then it's okay to go ahead and pay–but if you can write of any expenses–you want to. This post about small business expenses for unusual occupations might jar your memory about some of your expenses. I'm guessing that you'll think of all the "normal" business expenses like office supplies on your own. http://robergtaxsolutions.com/2010/10/business-expenses-for-unusual-occupations/
Your going to have to amend the return using a 1040x. You probably will receive an IRS letter down the road because of the document matching system they use. Also, you will want to check with the Social Security Administration to make sure the employer is reporting your wages for social security. This is a big deal. Call the office if you have questions or need help (314) 275 – 9160.
Hi, my husband just filed as married and jointly. I was looking through his taxes and in the schedule c form where the income that I made from that year appeared my husbands name appeared instead of mine is that a problem or that i just because he filed it.
Hi Laura,
Technically, you should amend and made sure that your name is on the Schedule C. You're paying self employment tax and you should get credit with Social Security for the time that you worked.
Also, it could have an effect on your taxes–either pay more, pay less, or stay the same. Crazy, right?
Example 1: Let's say your husband makes $200,000 a year. He's maxed out on his social security so the social security on the self employment would be nothing. If he changes the business to you–there'd be more tax.
Example 2: You live in a state that taxes your income separately, like Missouri. Your first $9,000 of income is taxed at a lower rate–if the only income you made was from the self employment–moving your income to you would reduce your state taxes.
Example 3: There's no change in the tax status at all, but you get the credit for your social security–this is actually the most likely scenario, but you do want it fixed.
Hi. I am self employed and e-filed my 2013 taxes on January 5, 2014. I claimed my son because I am able to this year because his father is in arrears with child support. My sons name was changed in 2011, but I have not changed it with the social security administration yet. I put his new name on my 1040 when I e filed. Will that delay the processing of my return and refund?? Thank you !
Hi Missy,
You've got a couple of problems. First, the IRS isn't accepting efiled returns until January 31 so I honestly don't know what happened to your return. Now it's kind of strange because the IRS will let you efile your own return on their free file website–but they're still not accepting them. They go to some kind of weird "holding tank" until later. Don't worry, it will get filed, and then when it does it will either get accepted, or rejected.
Bottom line is, your return will get rejected if the names don't match up. So you kind of have to wait for the reject before you can fix it.
Now, if your return gets rejected, then you don't need to do an amendment, you can just fix it an refile.
But you won't know anything until after January 31st.
This is actually better than if you had to file an amendment because you can fix it immediately instead of the months it would take with filing an amendment.
I just filed my taxes with h&r block forgot to show them the form 8332 my ex gave me to claim my son and receive the tax credit. H&r block told me my son wasn't a qualifying child and couldn't get the credit. Will this form help?
Hi Billy,
Yes, the 8332 should allow you to claim your son's exemption and the child tax credit.
Hi! I'm glad I stumbled across this page. I was wrongly guided on my W4 form. Due to VERY bad advice I was told to basically claim the exemptions!!! 1 for me being single 2 because no one could carry me & 3 because I live alone and pay all my own bills, so I was told to file head of household. I found out today that I am not supposed to file head of household because I have no children, and now it seems I have 3!!! I don't know, but I'm afraid that things could take a turn for the worst…I'm brand new to all of this, and super confused PLEASE HELP!!! Can or should I file an amended return? Can this even be fixed? I have not filed my 13 taxes yet, but I really need to do so, because I need my tax information to add to my financial aid paperwork
Hi MiMi,
So you claimed the wrong withholding on your W4. Oops. But the year is over so file you taxes–you most likely will owe something, but that's the worst of it.
First thing, change your withholding to single 1 exemption (or zero if you're looking to get a refund.)
Then file your taxes. You need if for your financial aid. Now, you're in school, even though you live alone and pay your own bills–do your parents still claim you?
If not, you're still in school, maybe you'll qualify for an American Opportunity Tax Credit–that could cover you lack of having enough exemptions.
You won't know until you file. Good luck.
So my bf e-filed with Turbo tax snap tax about 3 days ago and today got a message saying there was an error with his social. Should I just contact the snap tax cust. serv. to see if they can fix it or will he have to file an amended form?
Hi Lauren,
I would talk to the Turbo Tax customer service. I'm guessing that he'll just have to correct his social and refile, but talk to them to make sure that's all you need.
i filed my taxes from h&r block claiming my daughter like i have for the past years. the next day my girlfriend who i am with now did her taxes on turbo tax and accidently clicked the box that says she was clAIMING our DAUGHTER AS WELL. so now we are being told that she has to amend her taxes and print out a form and mail it in before i can re file my taxes which are the right ones. do i have to wait till her amended taxes are complete by taking our daughter off of her taxes before i can mail mine in. do i have to wait untill it is all processed or can i mail mine in right after she sends in her amend paperwork? please help
Oh my goodness, I filed my taxes thinking I had all the payroll conclusive from my federal website, unfortunately the w2 that just came says I am off by $1,500.00. I have already filed, do I amend after the refund is sent? It means probably an extra hundred dollars to my refund. I was positive my payroll was correct
Hi Tony,
So first, let me yank your chain a little bit–you PAID H&R Block to do your taxes and then your girl friend PAID Turbo Tax to do her taxes and then you come to my website asking for free advice?
I'm just sayin' you PAID good money to both of them they should help you.
But since it's a good question, I'm going for it anyway.
Here's my question–why do you have to do anything? It sounds to me like you filed first and she got rejected. Why do you have to refile? You should be all set.
But, I'm guessing that you went to H&R Block and even though you filed with them before she filed, her return got to the IRS first. Is that what's going on. (Which totally begs the question–why didn't Block efile your return on the day you went in? But that's a whole other issue.)
So, I'm guessing that her e'filed return got processed first, that's why she's got to amend and you're waiting for that to happen. Personally, I'd wait until her return is processed–it could take about 12 weeks. You may even have to file an extension. But then, once it's all cleared up, then you should efile. If you mail your return in, and they start to process it before her amended return is processed–you're setting yourself up for an EIC audit that you don't need. And–that could delay your refund even more!
But here's a question I've got to ask–and I'm sorry because it's not the "friendliest" question, but you gotta hear it–How is it she "accidentally" claimed her daughter. It's not like she just clicks a box and claims her. She's got to do a lot of inputting, making sure she answers the EIC questions, etc. You can't just accidentally claim a child any more.
So–maybe she never intended for you to claim the child. You gotta look at that. If she filed the "day after" you did, how did she get her return in first? Now maybe there's a whole bunch of good answers to those questions. I hope there are for your sake. But you and she should have a little sit down about your family. Be honest with yourselves, are the two of you doing what's in the best interests of your child? If not, why not? Do you really have the right to claim your daughter? You say you are with your girlfriend now–does that mean you weren't with her and the child all year? If not, then maybe you shouldn't be claiming your daughter.
I know you weren't looking for the mom lecture, but let's be real, H&R Block could have answered your question about re-filing, so I figured I should do the mom thing.
Hi Linda,
Wait until you receive you refund before you submit your amended return. But if you've got and extra $100 coming–you bet you should amend!
Next year, please wait until you have your W2 to file your taxes though. You'd think your paystub would be correct, but there's mistakes all the time. It's actually against the law for me to file a return without a W2. (You're okay, it's just because I'm a professional, I've got all sorts of extra rules.)
Hi Jan. My mom accidentally claimed me as a dependent on her (e-filed) taxes when she meant to indicate that I simply live in her household (with her as the head). Afterwords I e-filed my own tax return as an independent and of course it was rejected. I know she will have to mail in an ammended 1040x, but how long will I have to wait before I can refile??? Please help!
Hi Jan,
Thanks for the post. I filed my taxes last Saturday, and then surprise! A W-2 came in the mail from an employer I used to work for: I forgot that I had worked for them a little bit at the beginning the 2013 year.
I submitted my return electronically using a software program. Should I wait to hear a response from the IRS saying that they received my tax return, and THEN submit my amended return (With check to cover any extra payment I need to pay), or should I immediately submit an amended return?
I feel terrible; I've never submitted my taxes wrong before – will I be penalized for this?
Hi Michelle, it can take up to 12 weeks for an amended return to be processed. You'll just have to wait. But–first let's make sure your mom shouldn't claim you.
1. If you are the only child living at home, and if your mom can't claim you, she also can't be head of household, she's only single.
2. If you are a student under the age of 22, she can probably still claim you.
3. If you're 22 or over and you make less than $3,900 or are disabled.
Here's a link to the IRS calculator about claiming dependents: http://www.irs.gov/uac/Who-Can-I-Claim-as-a-Dependent%3F
Now, here's the link that I think you'll need more than that, it's the Where's My Amended Return link: http://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1
You can use that to follow up the process on your amended return. Oh–and when I went to pull that link off the IRS website, it said that they've extended the wait on Amended returns to 16 weeks. I'm sorry.
You may need to file an extension. If you owe, pay with the extension. If you've got a refund coming, then you don't need to worry. I still recommend e-fling over mailing in the return.
Hi Laura,
Oops. That's one of the most common reasons for having to amend a return. If you've got a refund coming, wait until you receive your refund before submitting your Amended return. If there is no refund, go ahead and mail your amended return right away because you are enclosing a check for the difference anyway.
If you file your Amended return before April 15, it won't even count as having been filed incorrectly in the first place. The "permanent record" won't even show the error.
(You're probably too young to remember that phrase, but for people of my generation, when we were kids and got in trouble in school the teachers would say, "This will go on your permanent record!" I'm pretty sure that my whispering to Darla Johnson in 1st grade is not really listed anywhere, but according to my teacher it's supposedly on my permanent record!"
Hi, I filed my federal tax incorrectly by claiming $19 instead of $22 for the student loan interest I payed. My state tax was properly filed (with $22 amount). Do I need to amend my federal tax return because of this? My refund amount stays the same regardless of this mistake. Thanks a lot!
Heres my problem, I claimed the American Opp. credit on my return, and I left off my amount of grants recieved by accident. Should I do an ammended return or will the IRS catch it. My return was accepted on Jan 31st. Will my refund be delayed?
This might be silly, but I have 2 concerns regarding my 2013 taxes.
I used the free online TurboTax and for some reason, I couldnt edit the student information part. It filled in "Yes" on the question if I was a student in 2013. I couldnt change it because it was in the reviewing process, but I was able to choose "N/A" when it allowed me to choose what type of school I attended. My question is to I have to amend this error?
Also, in the later half of year (2013), I moved out to my own place (in the city). Since 2014, I kept that place (same city) but I moved back to my original location. Should I request a change of address to the IRS? Is the change of address based on the address on my driver's license? Because currently, I have the address I moved out to on there still.
I appreciate your help!
Hi Neca,
I think you're fine. I can't imagine you getting a letter over that. If you do–I'd just call the IRS, it really won't change your taxes so I'd let it go.
In the unlikely event that the IRS does send you a letter–please post here because I'd really like to know about that. But the bottom line is, it won't change your taxes. You're talking about a $3 error. I mean, really, you could have a rounding difference of $3 using IRS rules about rounding.
I think you're doing the IRS a favor by not filing an amended return.
Hi Brandy,
Your refund probably won't be delayed because the IRS hasn't processed all those 1098T forms yet. So the question is–does reporting your scholarships change your refund? If yes, then you'll want to amend your return and send back the excess amount before April 15th. If your refund doesn't change, it's not such a big deal.
Hi Sarah,
So your tax return says you're a student but you're not. Did you claim tax credits that are for students? It's probably not a big deal except that there are some tax credits that are not allowed to students, for example the retirment tax credit (if you put money into an IRA) or EIC for people without children. But if you didn't qualify for any of those, no big deal.
The address on your tax return should be the address you really live at. If you are expecting a check, and haven't received it yet, then you'll want to submit a change of address. If you did direct deposit, they'll get the address change when you file your return next year.
Hi ,
I filed my tax return with turbo tax and forget to check box 7 . I am a student. What should I do next?
I really have no idea since this was my third time to file a tax.
Thank you.
Hi Khun,
I'm sorry, but I don't know what box 7 is. Bottom line, if you go back into your tax return and check that box, does it change anything? If no, then don't worry about it. If it does change things, then you'll want to file an amended return. If you file the amendment before April 15th, the mistake won't even count.
Hi Jan, You are so helpful! I hope this is an easy one… I received a CP22A form in 2013 for interest due. (The interest was for when I amended my 2012 return and owed the IRS more money). I paid it in 2013. Is there anywhere I can deduct this on my 2013 taxes?
Hi Carrie,
I'm sorry, you don't get a deduction for interest paid on a tax debt. Sorry. (But I think that's a really good idea and should be the rule!–It's just that the IRS doesn't listen to me about stuff like that.)
Ok i sent my tax refund in total f
$9156 fed state IL $209 CA $209 it got accepted a week later $1993 hits my account so im missin $7567 check my refund status they say i might of receive part if not all on my refund and their going to send a notice for additional info so i was wondering what the heck went wrong so stumble across a late w2 in the mail which where i workerd about a week in a half about $35 in taxes witheld is this why they only sent me $1993 of my refund and sending a notice asking for additional info it scares me please help
I have received a communication from the IRS stating that my dependent day care was incorrectly listed as 6K when it should be 5K. I have me the requirements of 2 under 12 dependents and paid well over the 6K allowed. It appears that my CPA file the numbers correctly, but failed to include the 2441. My W2 shows the 5K deduction.
My problem now is that, after waiting for my tax filer to take care of the issue, I've just recently discovered that he's had a stroke and can't communicate with anyone and sadly has little time remaining. I do have what looks like a brief copy of what he filed with the IRS. Unfortunately, I have no access to any of the other paperwork or documentation. I've been researching the information and this leads to my question.
Do I file only the 1040X with the 2441? All of the entries are correct. It was merely a missing 2441 covering the 'missing $1,000′ the IRS wants paid. This is for 2011 filing.
Hi Darius,
My best guess is that your refund hold up has nothing to do with the missing W2. The IRS doesn't even have those W2s yet. They're not due to the IRS until February 28th.
I'm thinking that you claimed children on your tax return and the IRS is going to ask you to prove that you have the right to claim them. I'd start rounding up things like birth certificates, social security cards, medical records and school transcripts to prove you are the father and that they live with you. It sounds like an EIC audit to me.
If you do not have the right to claim the kids, at least you didn't get the money and spend it already, so that's a good thing. If you do have the right to claim the kids, you'll win the audit and eventually get your money. It's just going to take some time. Good luck.
Hi Brian,
If I were you, I'd call the IRS and try to talk to a human. It seems to me that your problem might actually be resolved with a phone call and a fax machine.
Barring that, you still might not even need to file a 1040X since your return was filed correctly, it just was missing the form 2441. Usually the instructions on the letter give you a place to write what happened and send in the proper documents.
There's usually a place to write "I do not accept the changes because…" and that's where you'd explain that your taxes were filed correctly, just missing a form which you are enclosing.
Be sure to keep a copy of all of your correspondence with the IRS including your original forms. Good luck.
Hi, I sent in my return and noticed that I entered the wrong address for my rental property. Is that going to be a problem? What should I do?
Hi, I filed then noticed I had entered the wrong address for my rental property. Will this be a problem? What should I do? I efiled using turbo tx.
I think I need to amend my 2013 return, I put same vehicle deduction on both schedule c and form 2106. My husband is a self employed business owner, a truck for work only. I used turbo tax home & business and completed schedule c which included vehicle expenses, standard deduction. Then in the personal part it asked for non-reimbursed job expenses and it had a part for the vehicle expenses which I put in again on this form 2106 giving the standard deduction. The return showing a refund has been accepted and approved by irs. I not sure if I did this right , but I keep thinking I put in the same deduction twice just on different forms??? Can you advise? If I do need to amend, and remove the form 2106, and have found some receipts that I can add to the schedule c do I have to send in a blank form 2106 and schedule c? And do I have to send in the receipts I found? Thank you!
Hi Stacy,
That's probably not going to be a problem as it shouldn't affect the tax that you pay. (Unless, of course, you put that the property was in Kansas when it really was in California or something like that.)
Hi Tanya,
That's one of the problems with Turbo Tax, the way they ask the questions in the interview process people often wind up inputting the same numbers in different places. I've had to represent people in audits for doing that.
The good thing is that you noticed!
Yes, you'll want to amend, and since you're amending, you may as well add in those other receipts to your husbands Schedule C.
You don't need to send the receipts in with the return, just list them on the C.
On the 1040X, under the explanation part you will say that "taxpayer mistakenly claimed expenses on form 2106 that should not have been there. Additionally, there were expenses omitted from the Schedule C. A copy of the Schedule A, showing the form 2106 numbers that have been removed, and a copy of the Schedule A showing the new expenses is attached."
My tax preparer only claimed one of my children on my taxes. He said he was going to amend it. Is this fixable or am I out a luck this year.
I efiled on 02/07/2014, then after the IRS accepted realized that on the 1040 form, instead of selecting to Direct Deposit, which is how I always have my refund returned to me, it said that my refund was going to be applied to 2014 estimated tax (line 75). Is filing an ammended tax return the only way to fix this and get a return this year? Thank you!
Hi I'm from ca, I had a tax person do my husband and i taxes, we'll out process has been saying processing for the past week I looked at the papers and she spelt my husbands name wrong is that why? What can I do I'm freaking out cause I can't call any one and the lady won't call me back now.
Hi Christina,
Of course you can fix that. What will happen is that you'll get your original refund for the one child. Your preparer will file the amended return and the IRS will send you the remaining difference once they've processed it. It will take a little longer to get your money, but you'll still get it.
Hi Joe,
I'm sorry, but filing an amended return isn't going to fix that problem. If you take a look at the tax form, there's nothing there about changing how your refund gets applied.
I tried to switch one of those refunds for someone before and the IRS said that he was SOL. (Okay, they didn't say it that way but you get my drift.)
The one advantage that you might have is that it's not April 15th yet. When I was trying to fix it, April 15th had already passed.
You will need to contact the IRS directly and explain the situation. If you do get lucky, and the IRS gives you back your money, please post what you did back here. You know that if it happened to you, it certainly happened to someone else too.
Fair warning, you're going to be on hold for a long time and you're also going to get bounced around to a couple of different operators before you get to talk to someone who can actually help you. Good luck.
Hi Jessica,
Usually, when you've made a mistake like that (spelling a name wrong or messing up the birthdate) you get a "reject" from the IRS. Once you get the reject, then you simply correct the mistake and hit the resend button.
My only concern here is why it's taking so long to process. Usually rejects come pretty quickly. If this hasn't cleared up by the time you read this post, I suggest that he call the IRS e-file office and get instructions from them about how to move ahead with this.
Or did you mean that you looked at the "Where's My Refund?" site and it says "processing". If that's the case, that's normal. The IRS is saying expect your refund to take 21 days. Now, I've noticed that most of my clients are getting their refunds much faster than that, but anybody with kids–especially families where the kids have been claimed by different family members in other years–many of those are being delayed. Bottom line is — if that's the case, don't panic until after 21 days.
My company was taken over by another company in 2013. Therefore, I received two W-2 statements for 2013. One W-2 was for 51 weeks with one company, and the second W-2 was for the final week of 2013 under the new company name. Yes, I know, why couldn't they have waited a week?? Anyway, I e-filed already through turbotax, and I received my refund. Everything went smoothly. Today , my company notified me that they provided the wrong FEIN on the W-2 on the second W-2 ( which was for one week of earnings). However, I have already received my refund. Do I need to do anything? My incomes and refund ( the math ) are all correct, and should not be affected. Will I receive a letter from the IRS in the future?
Hi Mauricio,
I think you're fine. The IRS accepted your return as filed so I wouldn't do anything. Do keep a copy of that notice with your taxes in case you get a letter from the IRS later asking about that W2. That's your proof that you filed corrrectly.
But I wouldn't send the IRS anything unless they ask for it.
After e-filing my taxes, I noticed that I have made an error on my state tax. Since I used turbo tax, I prepared an amendment. For the federal tax, amendment shoes 0.00 since nothing was changed there. Only the state tax is changed. Do I still have to send the amended form to IRS? Thank you!
Hey I made a mistake on my taxes where my net profit on my schedule c-ez does not match the number on my 1040 for business profits/ loss. Should I amend my taxes?
Hi Kay,
If there is no mistake on the federal return, and your change doesn't affect your federal taxes, then you only have to file the amended state return.
Hi Jennifer,
If your net profit on your C-EZ doesn't match the 1040, then you will want to amend. But before you do that, let me just run my "double check challenge" questions by you before you go through all that work.
1. Did you prepare the return by hand? If yes, and you just copied a number incorrectly, then yes definitely amend. If you did the return on the computer, I have more questions.
2. How much is the number off by? Subtract the number on your CEZ from the number on the 1040–the difference. Look at your paperwork and input screens to see if you have something that is equal to that number elsewhere.
Examples: another 1099MISC that wasn't related to your business, a K1 formfrom a partnership, corporation, or estate that had self-employment income that wasn't part of your C-EZ.
I'm guessing that you've just got a mixed up number and you need to amend. But there are other things that could go on that line which would change the number and I didn't want to tell you to just amend when that's a possibility.
I did it on the computer. It doesn't make a difference in my refund. Some one told me the the irs usually corrects these types of mistakes, but I just wanted to make sure. My net profit on my c-ez says 2,856. However, I put the number for gross receipts on my c-ez which was 2,342 on the 1040.
Hi Jennifer,
You're right that the IRS does usually correct those types of mistakes. My only concern is that you say it didn't make a difference on your taxes. Usually, if you have a $504 dollar difference on your self employment, it should make about a $77 difference on your taxes for the self employment tax. (504 time 15.3% = 77)
I forgot to tell u this number was reported as a loss. I also wanted to ask u about a friend of mine who received a 1099 c. She is self employed and doesn't know whether to add this number to determine her earned income for the earned income credit or whether to subtract it.
Hi Jennifer,
Well then having a loss–then you don't have self employment tax so that could quite easily not change your refund. That makes sense.
About your friend with the 1099C. The cancellation of debt does not increase her earned income, but it does increase her Adjusted Gross income–depending upon her situation, that could even hurt her EIC.
Here's a couple of thoughts there–
1. if the 1099C is from a foreclosure on her house–she may be able to exclude that income using a form 982.
2. Also, if the debt was cancelled in a bankruptcy proceeding–once again, the form 982.
Or, 3. If she was insolvent–meaning that she had more debt than assets at the time the debt was cancelled–she might be able to exclude that income with form 982 as well. The cancellation of debt insolvency worksheet can be a pain in the behind. If the debt was tiny–probably not much of an issue, but if the cancelled debt was pretty big and taking a chunk out of her taxes, she should look into the insolvency issue.
Here's more information: http://robergtaxsolutions.com/?s=insolvency+worksheet
The amount was 1,413 for a cancelled debt. Is this amount taken directly out of her refund or just worked in as additional income.
My ex decided that she wanted to claim the children, after I had already filed my taxes. She will claim the children and i will file an amendment. How long do I have to file an amendment to pay back the difference, before the IRS tries to freeze my bank acct or such.
Hi Eric,
You'll need to file the amendment right away so that your ex can claim the kids. If you can't afford to pay back the money, talk to the IRS about setting up a payment agreement. If you make arrangements, they won't freeze your bank account.
My boyfriend originally filed as "head of household" because he figured he qualified since I'm his dependent. While I still definitely qualify as a dependent, he realized he is not "head of household" but single. We still get a refund, but it is about $2000 less than originally thought. We have not yet received the refund. I know typically we would wait for the refund to file the 1040x amendment, but we want to get it in before April 15th. If we get the refund, should we send back the whole refund amount, or just the difference? If we don't get the refund in due time, can we still amend before April 15th to avoid problems? Also, I know it takes some time for them to process the amendment; as long as they receive it in the mail before April 15th, are we okay, or is it based on the time it takes for them to process it? We just want to correct our mistake and avoid any extra fees.
Hey Jennifer,
Sorry I missed that ppost about the $1413 of cancelled debt. If that was the cancelled debt amount, that will count as income, that's not the amount of tax taken out.
Hi Jessica,
Get your 1040X all prepared and ready to go. Hold off on filing it until the last possible moment. You should be able to track the process of your refund at "Where's My Refund?" on the IRS website.
I'm guessing that you'll have the refund long before April 15th (unless the IRS is holding back because they think your boyfriend's return is suspicious.)
Lots of great advice on here! I'm wondering – I got a W2C from my employer, which changed my Box 1 by $6. It was because they forgot to include the premium on life insurance over $50,000, they said.
Unfortunately, I had already filed my taxes and got my refund. The difference is $6 increased income – when I do the math and look at what the 1040X looks like, it does not change my tax at all and certainly does not change my refund or give me any amount due.
Do I really need to file the 1040X if there is no actual change in the tax? None of my credits or anything changed, it is just that a $6 increase in income did not change my tax at all from the tax tables.
Thanks for any thoughts!
I just fund out that my middle name is spell wrong, but first name and last name was correct. i already E-file my Fed Return and got accepted. i have not send out my state return yet. should i call IRS to collect my middle name or leave as it's. can fix it on my state tax return and send it out?
I mistakenly put $5483 instead of $548 for childcare expenses on 2012 return! Will my babysitter recieve an underpayment/ under reporting letter from IRS? Can I ammend to prevent this it's been a year. What should I do if she is contacted first ?Help!
Looks like I will owe about $1200, should I ammend and pay ? Does that increase chance of an Audit? Or should I wait for her to recieve a bill and just pay it for her? She is a family member..She prob didn't even report the $548 because it is under the limit but I put her SS# in the Child Care form.. Thanks, don't want any future surprises for putting a stupid 3 after the correct amount.
Ok so I e-filed with a preparer on 3/9/14 and he needed my daughters birth certificate since she was born in 12/2013 to complete it even though my boyfriend (her father) already claimed her..he filed my return without it and sent it l8r but I look on the IRS where's my refund daily and it's still not posted when I should expect my return even tho they say it tak3s 24 hours from the time it's filed. Should I be concerned?
I recently electronically Filed my sister-in Law's federal taxes and she is due a refund but she owes on the state taxes. We discovered yesterday that I did not included her IRA contribution so I have completed the amended tax form for both the federal and state. The amended State 500x now shows a refund. My question is since she has not filed her State form 500X (Georgia) yet (she owes money on it) does she still needs to file the old form and pay the tax or can she send the amended State form instead and receive a refund?
I received corrected K1's for past years. Now I need to claim more passive activity loss on Form 8582. It won't affect my taxes for those years because I am not able to take those losses, however, I will want to take them when I sell the property. Do I need to submit corrected Form 8582 for those years? If so, do I need to file an amended 1040 even though my taxes won't change?
Hi ,
I recently filed my 2013 Tax return (efile using H&R block online service). But, under the Foreign accounts and Trust section I mistakenly chose foreign assets worth more than 100,000 option instead of foreign accounts over 10,000. IRS already accepted my return. How should I correct this?
Hi Jan,
First of all, thanks so much for answering all of these questions! I have what's going to seem like a very silly question compared to most you've received, but here goes: I just discovered that I put my unemployment compensation on the wrong line (instead of 1040 line 19, I put it on line 20b, which is Social Security benefits). Should I file an amended return, immediately or later?
okay I got a problem here, and you've probably never had an issue with this, but I still had my 2012 w2 form and accidently filed my 2012 info for my 2013 taxes, and now I am freaking out….what is the best course of action here?
Hi Will,
I have two different answers for you. If you had paid me, (me, Jan) to prepare your taxes for you, I would do an amended return and submit it, even though there is no change. Because I am one of those anal retentive accounting types and well, I just would do it because it would technically be correct and you had paid me to prepare your return correctly.
But, if it were my own personal tax return, (me, Jan the anal retentive accountant) I wouldn't bother since it wouldn't make any difference anyway.
I hope that answers your question.
Hi Simon,
If the IRS already accepted your return, it's fine. I suspect the software may have shortened your middle name to an initial anyway.
Hi Bob,
you mistakenly put an extra digit in the amount of babysitting expenses that you claimed on your taxes.
I would amend it right away. Yes, it's already been a year, but it often takes the IRS three years to figure stuff like that out. Because you have to list your babysitters social security number (or EIN) it's quite likely that she could get an IRS letter because of it.
If she does get one first, the just apologize and file the paperwork to make it right.
For what it's worth, typing an extra digit is one of the most common problems I see on electronically filed tax returns.
Hi J,
I'm assuming that your return has already been taken care of by now. (Sorry I'm so late with this.)
My question is: if the father claimed the child and you're living together, why does the preparer need the social security number? And why is he sending it in later?
If you're not living together and the preparer is trying to split the refund–did the father only claim the exemption? (I sincerely doubt it.)
Something's fishy. I'm assuming it's all settled by now, but you shouldn't have had a delay unless you were claiming the baby.
Hi Alex,
I apologize for responding so late. In your case, since you hadn't filed the state return yet, you would not submit an amended state return, but submit the initial state return with the proper IRA deduction on it.
It seems a little strange, but you wouldn't be the first person to file the federal and then amend it before actually filing the state return and you certainly won't be the last.
Hi Rollin,
I would file the amended return. In the explanation box you will write: amending to correct form 8582, no change in tax. Attach a copy of the new 8582 form, you won't need to attach any other schedules.
Hi Jan,
Without seeing the return, I'm guessing that what happened is that the software set you up to file a form 8938–statement of foreign financial assets which gets filed with your tax return.
You wouldn't normally have to file one of those for only $10,000 in foreign assets (although you'll still want to file your FBAR.)
The 8938 is just a reporting form, there's no tax associated with it. I wouldn't bother doing an amendment as there would be no change in your taxes. And although you triggered a form in the Block software, on the actual form it has you list the dollar amount that you have in the account–not a check box item so they'll see you don't really have $100,000 or more of assets.
Take a look at the actual return–look for form 8938 (it will be at the back of the return) and read the actual numbers you input for the balances in the accounts. If you see the right numbers, don't worry about it. If you accidentally typed in that you've got way more money than you actually do–then you might want to amend just so the IRS isn't looking for your interest or dividend income on that amount.
Hi Jan,
I have been selected for Verification for financial aid through my university. I was required to submit my family's tax information from 2013- upon submission and review, my adviser and I realized that my father had an incorrect filing status. I asked him about it, and he was clueless- his preparer told him that he could file head of household when in reality he could not do so. He is married- but my mom is unemployed. Therefore, he would have needed to file married sep. or married jointly, right?
Obviously this is something that needs to be fixed in order for me to receive financial aid. However, I have a few concerns regarding the 1040x process as it relates to student loans. My mother has student loans that she defaulted on- but she hasn't had a job either and cannot afford to pay them. My father does not want to have his refund withheld or his wages garnished so he would prefer to file separately until she can get her loans rehabilitated. If he amends his tax return from HoH to Married Filing Separately, should he include a check for the exact amount of the EIC? (That's the only thing that changed; his gross income was under 8K for the whole year.) And, once her loans are rehabilitated, can he file jointly next year and then qualify for the EIC without it being withheld?
Thanks for your help.
Hi Kelsey,
What your father needs is form 8379–that's the Injured Spouse Relief. That allows him to still claim EIC and not have his share of the tax refund taken for your mom's loans.
Here's more information: http://robergtaxsolutions.com/2011/03/injured-spouse-relief/
Once the loans are back on track, you dad should be able to file his return without having the refund taken. But it's always a good idea to check with the agency before filing to make sure he's safe.
Good luck with college.
I got married July 2013 to a man who is not a citizen of the USA. When I went to file my taxes I was told to file single or head of household because our marriage wasn't legal because he doesn't have a social security number. I went to three different people and was told the same thing even though he has a ITIN, so I filed head of household and use my maiden name because I hadn't yet changed it. Now I'm in school and they are telling me that my marriage is legal (which I knew that from the start, but you cant tell so called experts that) Now I have to amend my taxes and file married before they can process my FAFSA. I was told that it shouldn't matter because I have children and he didn't file. What should I do? What is going to happen? Am I going to get in trouble for not saying I was married?
Dear Wonderful Tiffany,
On behalf of all the tax preparers who have said stupid things to clients, I apologize for the person saying your marriage wasn't legal. That isn't what the idiot meant. (I know, I remember the stupidest thing I ever said–I was trying to explain that a certain child did not qualify for a certain tax credit and the words I used were: "she doesn't count". I will never forget the look on the daughter's face, and I had to do a lot of back tracking.
As many of my clients can tell you, you don't need a social security number to be married!
Now, how to fix things. First–you are married. So you are either married filing jointly or married filing separately. If you have children and are living apart you might be able to file as head of household– but if you are living together, then you can't.
And here's the kicker–you filed as head of household and you have children. Did you claim EIC? You see, if one of the parents does not have a social security number then you can't claim EIC.
Now, can your husband qualify for a social security number? If he can, then he should apply for one. Once he gets a social security number, you can go back and amend prior year tax returns to claim the EIC.
In the meantime, you'll need to fix those tax returns. You might owe if you claimed EIC–technically its fraud to claim head of household when you're married–but you didn't know, you were told otherwise and you're the one who's coming forward to the IRS–don't sweat that you won't get hit with fraud penalties.
You will probably owe tax–that's the bad part.
Now, you might reduce some of the tax by filing jointly. The married filing jointly tax rate is lower than the married filing separately rate. Your husband can elect to be treated as a citizen for tax purposes. But sit down with a professional, (one who deals with international issues) to make sure that is the best option for him.
One last thing–did you have a wedding? Is there a marriage license? Sounds like a dumb question but some people think they are common law married and they're not. I had to deal with the reverse problem, a couple filing as married and finding out that they weren't because the state they lived in didn't recognize common law marriage. They were from a foreign country, back home they would be legally married but here in Missouri–no. So just something to check if that might apply to you.
Hi Christopher,
So you accidentally filed a 2012 W2 with your 2013 taxes and you think I've never seen that before? Seen that? You bet I have. It's actually way more common than you can imagine. It's so easy to do. The W2s all look alike and an old one gets mixed in–seriously, it happens to lots of people.
Anyway, the best thing is to just file an amended return. In the explanation box just write: "taxpayer accidentally included 2012 information with the 2013 return. Those figures have been removed."
If taking out the 2012 W2 changes any other pages of your tax return (like your schedule A or EIC, then you'll want to include any other pages that were affected.
I need help! I received a 1099-s from the sale of a house I inherited from my grandmother. I didn't report the income on our 2011 tax return because I was told it was non-taxable income. The IRS accepted the return and we have not received a notice or anything. But I recently learned of this error because I made an unrelated mistake on our state taxes that year also (not a good year for me). I was going to amend our 2011 return before uncle Sam realizes I messed up and starts sending me scary mail. However, I did a new 1040 along with an 8949 and schedule doesn't in preparation for the amended return and… The only change I have to report is a zero on line 13 of the 1040. We took a loss on the sale of the house and we can't deduct it because we lived in the house for 6 months while it was on the market. Here's my question: do I need to file an amended return to report a zero? None of the other numbers on the return will change at all. Help?
I had Electronically Filed my 2013 tax return in February of 2014. After sending it out, I immediately noticed I made an error. (I put my gross wages as my federal tax withholding from one of my W-2's). It was a real stupid mistake. Essentially it just showed more of a refund than I should have gotten, either way I am in a refund position. Regardless. I called the IRS SEVERAL Times (January through May) and they have told me not to do anything with my return and that they would catch it and fix the mistake before releasing the funds. Well It is now JULY 31st!!!!!! After several more phone calls the past couple of months, another agent told me that he was not sure why they had not released what my real refund should have been. He said it should be 3 weeks for it be processed. It has now been 5 weeks and still nothing.
What do I do now.?
Hi Joanne,
You put your unemployment on the Social Security line. Oops. So do you need to amend? That sort of depends. If you hand wrote your return, and you computed the right tax, I probably wouldn't even bother. The IRS got the right dollar amount and they'll have the right documents. If you get a letter, I'd just call them and say "oops, wrong line."
But, if you used computer software and it computed the income as social security benefits instead of unemployment, then you'll need to amend because you're going to owe some more tax.
Hi Paul,
Okay so you've been waiting since February! What I would recommend is grabbing a good piece of identification, like your driver's license or passport, your tax documentation, a copy of your return, and I would go to your nearest IRS office in person.
I sounds to me like you made a pretty big oops–but at least you recognize that you made a mistake. You've been trying to fix it from the beginning. It's time the IRS helped.
Because of the gross overstatement of refund, it may have been thrown into the identity theft pile. There's been a lot of ID theft this year and because of the big refund, that makes your return suspect. That's why I say grab some ID when you go talk to them.
If that's not an option for you, or you get nowhere when you go in person, then I suggest talking to the taxpayer advocate's office. They are there to help when the IRS is too slow in responding–I think you've got a good case.
Here's a link on how to reach them: http://www.irs.gov/Advocate/Local-Taxpayer-Advocate
The national number is 1-877-777-4778. But if you can find a local representative I think that's always better. Good luck.
Hi Jen,
Go ahead and file anyway. You're just covering your behind. I file zero change amended returns all the time. That's okay.
So i just noticed that the lady i went to do my taxes with accidentally filled my taxes as single but i am married, where can i go to fix that, or do i just go back to her to get it fixed
Hi Esme,
I would go back to your preparer and have her fix it.
I e-filed my daughter's 2013 federal income tax return and used her maiden name in error. When she tried to fill out the FAFSA for her son, because of the error, her federal tax return will not populate., How do I fix it? I went back into her Federal return that was filed on the TurboTax website and changed the name. Will that work or is there something else I should do?
Hi Sheila,
Just changing the name on your Turbo Tax return won't fix the problem. But–first, we've got some detective work to do to figure out what exactly to fix.
1. Did your daughter change her name with social security yet? If the IRS accepted the return under her maiden name, then I'm guessing that she didn't change her name with social security. Otherwise, the return you e-filed would have rejected. In that case, just changing the name and resubmitting would work. But if the return was already accepted, then I'm thinking the name change wasn't done (or at least not yet.)
2. If she hasn't changed her name with SS, then she should fill out the FAFSA using her maiden name. Then try populating the FAFSA form.
3. If she changed her name since filing the return–you may need to manually type in the numbers for the FAFSA. And she may also have to mail some returns to various schools. I had a client whose return wouldn't populate for some reason and she wound up mailing some stuff. (Not to FAFSA but to the school.)
But bottom line, if the IRS accepted the return, then that's the name she legally had at the time it was filed. At least as far as Social Security and the IRS are concerned.
Hi i just have some questions regarding my tax last 2012. I recieved a letter from IRS saying that we owe the 1262 including the interest since i forgot to claim that my husband recieved a 1099 from his college plan, but it says on the letter that the interest started October 2011 So im confuse why they would start interest from 2011 since the tax filed was 2012?. I'm trying to get the form from the company so i can file a amended but it says on the letter that i dont have to file amended so do you think what are they saying is right and that should i just pay them and dont file amended tax anymore?
thank you.
I had the help of someone (a friend who is no longer a friend) who claimed to be a really good at preparing taxes (stupid me to believe that) and instead of owing $1500 in taxes (what I was supposed to pay) he inflated up my moving expenses to the point where I got back $3000 in tax return on 2012 returns. Now I got tax examination letter asking me about those crazy moving expenses ($60,000 expenses in $45,000 income!). What do I do ?? Do ignore that letter and just wait for another letter requesting payment and pay that money?
Also my "dump tax expert" did my taxes again this year for 2013 and did the same BS . What kind of an amendment do I have to file to tell the IRS about the mistake (moving expenses) and how do I pay what I owe before I get another examination for 2013??
Thank you so much for your time, I really appreciate any help Jan.
Hi Sam,
Yep, that's a pretty big oops. I would contact the IRS and just explain that the $60,000 was a really big typo. $6000 is a pretty normal moving expense, but $60,000–not so much.
And, did you even move?
But I wouldn't ignore the letter. I'd call the IRS and explain that the $60,000 number was a mistake and that you want to get that bill paid.
I'd also amend this year's taxes and get that taken care of too. Since they're already looking at the old return, if the audit progresses, they'll audit this year too. So fix it now.
If you need to set up a payment agreement, do that. Usually you can figure what the debt is and divide by 72 to determine what the IRS would assume to be acceptable. So if you owe $10,000 you can probably set up payments for 140 a month without having to go through a lot of hassle.
To do the amendment for the return that isn't under examination, you'll need a form 1040X. For the return that's already under examination, it depends upon where you are in the system. They might just amend it for you because you'll say, you owe the money. There's different stages of the letters–that's why it's best if you just call and say, "Gosh, I looked this over and I see the mistake. What do I do to fix it?"
And one final thing–find someone else to do your taxes next year. (We take clients over the internet if you need us.)
Hi Princess,
My best guess is that if you really missed reporting a document and you don't have any type of deductions against it to just pay the tax and not bother with filing an amended return.
That said, you might just want to have a second set of eyes on that paper. Even if you just go into an H&R Block office. (I can't believe I'm plugging the competition, but this is a case where they come in really handy.)
Just ask them to take a look. Taking a look is free (or at least it used to be back when I worked there.) Although my gut says you're going to owe the $1262, you deserve to have a human being look at the papers because there may be something there that I don't know about.
If they can save you some money, then have them amend the return. If not, then just pay the bill. Since it's the "off-season" you'll need to go to one of their district offices, because the other offices are closed.
So last year I did not get my W-2 from one of my jobs right away, so I asked them to send it to me via email which they did. When I received it I just took it and filed it right away using an online tool (which i owed money). Now I have been working with this same company for over a year. I have just found out that they have been using the wrong SSN on my payroll account (they mixed the last two numbers). I took a look at the W-2 that i filed last year and it was also wrong on that W-2. I filed all of the correct information number wise but the SSN on the W-2 that was filed was wrong. I have not received anything from the IRS about this and it was mind boggling to be that they did not catch this sooner.
My concern is that the taxes that I paid last year for the job were under a different social so I feel that I over paid this year. Also my employer tells me that this year will be okay and wont be impacted now that I caught it before my next W-2 came out, however i am not to confident of that. Am i going to get penalized for a mistake that my admitted to making? (which I have in writing) will the government give me the money they owe me? (If any) will this years taxes be impacted in any way? My employer tells me that they are going to re-file my W-2 and report it to the IRS, I just want to do the right thing and no one I know has ever experienced an event such as this. please advise on the best steps forward and what are the possible outcomes of this mishap (which was not my fault, even though a casual observer could say I should have caught it when they sent it to me but I say out of the millions of people who filed last year is that really the first thing you look at. We all get complacent and assume that our employers are robots and do make errors but we all do.) Thanks!
Hi Lee,
Your employer corrected your social security number and he's sending a corrected W2 to social security so you're all set. The only mistake was your social security number and it's been fixed. You filed your tax return correctly so you'll be okay.
last year I accidentally filed 2013 minus 2012 amount and ended up short citing my 2013 earnings. Will this induce a penalty?
Hi Sam,
I'm not sure how bad your mistake was. Since you short cited your earnings, my guess is that you owe more tax. So you'll need to pay that. There is also the late payment penalty of 1/2 of 1% per month. There will also be some interest on the amount that hasn't been paid yet also.
Now, since you found the mistake and I'm guessing that you're fixing it, that should be it. But if you don't fix it and the IRS finds it–if we're talking a large amount of tax that is due, then there could be an "under-reporter penalty" and that runs at 20% of the balance due. Usually they IRS doesn't hit you with that unless the balance due is over $5,000 though.
hi i made a mistake on my wages when i sent my tax in..i made.around am round the number easier….about 5600….and my return was gong to be 1900 back as i have a child i claimed…but by mistake…the wages got put in as ..6600…so it says my refund was 3500…what to do?will it go thru and i get 3500 refund and i have o give some back by filling forms or will it not go and i have to do something please help thanks
Hi Paul,
The IRS isn't even accepting returns until January 20th. What were you trying to do? Now, you'll have to amend you mistake and send that extra money back. But you can't do anything until your return is actually accepted and processed. Unless you can stop it. But it's you've sent it, I can't help you stop it.
Please–anybody reading this. Don't send you tax returns in before January 20th! And make sure your numbers are right before you send the. Trying to fix it is too much of a hassle.
maybe i can stop it i electronically always do my taxes as soon as my w2 come in whice
my job is good at giving it to me super fast…should of checked it….
If you used one of the main companies, like Turbo Tax or HR Block, try calling their national office and see if they can intercept. They should have a server that holds the returns ready before they are actually transmitted to the IRS. Now it might be that once it hits the server, it's just too late, but since they can't go to the IRS yet, I'm thinking they may be hanging in limbo somewhere. Good luck.
First off I want to say that you've done an amazing job answering all of the questions here!
I efiled my taxes through taxact and the federal and state returns were all accepted (work in ky, live in ohio). Surprised at how quickly they were all accepted! I filed single because I did not think they would allow my wife and I to file jointly (she cannot work – we are in the process of getting her a green card).
Now I realize that I just needed her social security number and that I should've filed jointly! Whoops! I went back into taxact, readjusted and it's a $2000 difference. However, the taxact program hasnt uploaded the 1040X document yet.
My question is, is there anything special I need to do regarding my wife not being able to work when i send in the 1040x? Should i wait until after I get the refunds before amending?
On my w2 it has my street listed as Catalwa Ave instead of Catalina Ave. Should I be concerned that the paper check refund will be sent to the wrong address even though when submitting my return via taxact my address was typed correctly?
Thank you for looking!
I gave my tax preparer the wrong card info and my taxes is pending can I change it
Hi Shanti,
Thanks for your kind words.
There's nothing special you need to do about a stay at home wife. Just make sure you include the social security number on your return with the married filing jointly filing status (and of course her name!)
Don't worry about the address. The IRS will use the one on your tax return for mailing your check.
I filed my taxes through taxact I just realized that I forgot an I in my name will is get rejected or do I have to amend it once they start proccessing?
I just filed my 2014 taxes yesterday and i noticed two mistakes under my children's childcare provider. I forgot to put the EIN number. I also said my kids both went to the same provider but they actually went individually to two different providers in the summer. Is this going to be a big problem?
Call your preparer!
Hi Christin,
Usually, if you spell your name wrong, it will reject and you'll be able to correct it then. (Instead of having to amend.)
Hi Erika,
I don't think you'll have a big problem. It's possible the the return could reject. If so, just fix the numbers and resend. I'm thinking it might not even reject though. If your returns doesn't reject, and the refund or balance due won't change, I wouldn't bother amending.
I e-filed my tax return and forgot to include my schedule 4562. I did add a new rental property on it this year. Will this delay my return.
So I accidentally filed my 1099-G (South Carolina Unemployment Income) as a W-2. I filed and its processing. WHat do I need to do to correct this, will the irs fix it for me? By my math its like a 1500 difference in my return, which I am going to owe them back.
I already e-filed my 2014 taxes but forgot to add my 1099-g unemployment form. what should i do?
I took my W2 to the tax preparer I used for the last 10 years. I filed my taxes on yesterday. Today I reviewed my paperwork and noticed that she entered the wrong dependent information on my papers. The child she entered is not my child and I don't want to get in trouble for claiming someone else child by mistake. I have my own dependents to claim. I called the tax preparer and informed her that this needed to be corrected. She said the IRS has already accepted but she will get if fixed and have the child removed and add my children. She informed me that this would take 3 days to complete and that child's parent cannot file within the next 3 days. I am just concerned that the parent of the child would file and noticed that someone claimed their child by mistake. What should I do in this situation? Help!
Hi Jan,
I am a student and received a 1098-T in which I claimed my 2 children but could not qualify for any tax credits for them. Unfortunately, I did not do the wise thing and go back to unclaim them as dependents, but instead, e-filed. This was unwise because their father (who the kids and myself share a home with) wanted to claim them with his W-2s and now he can't because his return got rejected because they've already been claimed.
I have 4 questions that I hope you can answer:
1) Turbotax says the IRS won't have the form 1040X available for almost 3 weeks (Feb 12), but my refund from my Education Credit is expected to go into my account Feb 4. Why does it take so long? I feel bad he can't file for that long.
2) My return said that I could not qualify for any credits regarding the children and the refund I am getting came from the American Opportunity Tax Credit (from school). Since I didn't get anything for the kids, am I safe to I go ahead and spend the money that comes into my account without waiting for them to process my amended return since the part about the kids is all that I am changing?
3) I read there might be a fee for amending returns. Can you tell me, or at least give an estimation, of how much this fee usually is? My refund is only for $1000 (from the education credit) if that helps with the estimate.
4) Is there anything else I have to do for their father (who, again, lives with us and I am together with but not married to until March) to claim them besides amending the return and mailing it back to the IRS? (He had the only "real" income but I had the highest from leftover financial aid that didn't go to school expenses).
Thank you. I really appreciate your time.
I e-filed my 2014 taxes on 1040.com, now I realized that theres a mistake on line 29, excess advance premium tax credit repayment (obama care) . While putting information on their site instead of year amount, I accidentally put month amount. I am really worried, how do I fix this?
When i filed my taxes i put the wrong ein but it was accepted by irs do i have to amend my return
Hi Kim,
If you e-filed the return, the necessary forms should all go along with it–unless you never prepared the form in the first place. So–I'm guessing that the IRS won't know that you have a new rental property.
My guess is that the processing of your original return won't be delayed but you're missing important information on your return that you'll want to amend.
I'm guessing that you listed the new rental property on the Schedule E, but don't have the depreciation on there? I'm still thinking it will still process now and you wouldn't get a notice about that for months.
I'd wait for you refund (if you're getting one) and then amend. If you're not getting a refund, I'd wait for at least two weeks and then amend.
Hi Chris,
As soon as you've received your refund, amend the return and pay back the $1500. This is a mistake that the IRS will catch eventually, but it could take over a year for them to find. The problem is, when they do find it they'll tack on a late payment penalty (which could go up to 25%) and interest. So, you're better off amending it yourself.
Hi Edwin,
Unemployment seems to be causing everybody tax headaches this year. (Okay, it seems to every year.) As soon as you've received your refund, go ahead an amend your return and pay back whatever tax you still owe.
Hi Penny,
Wow! That's not a mistake that usually happens. I'm guessing that your preparer switched software companies or something. (Which would explain how the wrong child got input into the system.) Every time I think I've heard it all, along comes a new one!
Okay, but it's not your fault, but that doesn't help you much. Your return was filed, and accepted with the wrong child? It's going to take more than 3 days to fix though.
Since your return got accepted, the only way to correct it is to paper file an amended return. That will take weeks for that to clear–and that other person will have to wait for weeks for her return to clear as well.
Do you happen to know the person whose child you claimed? If you do, you could at least talk to her and perhaps work something out with the refund you will get until this all straightens out. If not–there's nothing you can do.
Now, it's important that you amend your tax return before April 15th–because by amending it before the 15th, you won't have claiming the wrong child on your IRS record (because they can do nasty things like prevent you from ever claiming EIC and stuff like that.) So definitely fix this before April 15.
This is a really good example of why people need to proof read their tax returns. I know a lot of tax clients will say, "Oh, I trust you" and not even look at their returns. But we tax preparers do make mistakes and putting on the wrong kid is a doosey but I can see how it could happen. When you sign the paperwork, you're saying that you've read the return and you agree with it. (Even if you didn't look.)
This is why it's so important for you to fix this. Even though your preparer made the mistake, she'll have paperwork that you signed saying that's your tax return and you approved it. She's covered her behind, so you really need to fix this so it doesn't blow up on you.
I'm sounding like Chicken Little ("the sky is falling!") I don't mean to be like that. Everything will turn out okay, it will just take time. But I just want to make sure that you follow through and see that everything does get fixed. If it gets fixed before April 15th it won't go on your IRS tax record, and that's you goal here (Besides making everything right with the person whose child you claimed but you don't have a whole lot of control over that.)
Hi Kim F,
I recommend that you call Turbo Tax support. They can talk you through all of this. If the 1040X isn't available until February 21st, then it isn't. The software companies have been busting their behinds getting forms ready for filing season. Usually, no one is filing 1040X until later in the season anyway. They're not being unreasonable there.
If your amended return won't require you paying money back, then you can spend your refund. Although you'll want to save money for your amended return fee. In Turbo Tax, I don't know what it is, but it can't be more than what they charge for the box.
So–here's where I think you have an issue–you had financial aid that didn't go to school expenses–you mean that you had taxable scholarship income? If you had that, then how did you get the American Opportunity Credit? If you didn't have that, then how did you have the income? Something is funky here.
You need to get your Turbo Tax Advisor on the phone and make sure that you fix not just your kids on the tax return–but whatever is wrong with your American Opportunity Credit because what you're saying doesn't sound quite right. You filled with Turbo Tax, they should guide you through it correctly, and maybe I'm reading your post wrong, but something sounds out of what if you had scholarship "income" that gets reported on line 7, if you had tuition payments, that's the american opportunity credit.
Call Turbo Tax and have one of their specialists talk you through this so that you only have to amend once. Until you do–don't spend that refund just yet.
Hi Ming,
My first question is: did you do the form 8962? If you did, the number should have flowed through to line 29. Did you have your 1095A form with you when you filed? I'm assuming you did because you know about the year amounts and the month amounts, I'm just checking. You need that to file for the tax credit and repayment.
So, your question is about amending. You will need to amend with the correct figures. Here's the blog post from 1040.com about amended returns: https://www.1040.com/blog/2011/11/14/10-facts-about-amending-your-tax-return/
I don't believe that 1040.com has the 1040X form that you'll need. (Although if they do that would be the easiest way.)
The good thing is that you caught the error. If you are going to owe the IRS more money, you'll want to make sure that you amend your return and pay the balance by April 15th.
One thing in your favor, the IRS knows that there are going to be lots of mistakes on the healthcare issues on tax returns. You're definitely not alone. I would just amend it and don't lose any sleep over it. It was a "whoopsie".
I filed my taxes online already and recieved emails saying both my state and federal tax returns were accepted. However when I go to the IRS website to check my tax return status it says the information is invalid. I realized I put my current address on two of my W2 forms instead of putting my previous address that was listed on the forms. Will that be a problem?
Hi Lasonja,
If you filed a business return and the EIN mistake was your EIN, then you must fix that. If the EIN mistake was on a W2 that you filed, you don't need to file an amended return for that, but make a note about it and keep it with your tax return. It's possible that you could get an IRS letter two years form now when they are doing some document matching.
If you do get an IRS letter, you'll just send them a note explaining that you typed in the wrong EIN number. But in two years, you will have forgotten about it. So write a note in your tax file, that way you'll know what to say if they come back at you. (which they might not.)
Hi Chelsea,
I don't think putting your current address with your W2s when you efile is the problem. (I do that all the time. It flows in the software that way.)
But I am concerned that when you go to the IRS website it says the information is invalid.
Your email is dated today, the 25th. I'd wait 24 hours and try again tomorrow, the 26th. What I'm hoping is that you just went to the Where's my Refund site too early.
If you're still getting "invalid" then I'd recheck your filing status and refund amount.
If all that's okay, you might want to call the IRS. But do wait at least 24 hours first. I'm thinking that's the problem more than anything.
Hi Jan,
I didn't say that right. I was writing to you at almost 4am in my time in the middle of a nerve-wracking sleep training session with my baby lol.
I realize I didn't say that right. I didn't mean leftover financial aid, I meant leftover expenses after financial aid. As in what I had to pay in and what financial aid didn't cover which calculated to be $780 and that's why I received the standard education credit. Turbo tax is very thorough and asks for the specific type and amount of grant and loans received along with expenses paid and calculates accordingly, and then double checks for anything that doesn't add up.
OK, I suppose I have to wait then to see what the fee will be. Turbo-tax offers free federal filing (and this year's state was free too) so I didn't have to buy the box. Hopefully the form will be ready sooner than they expect and I can figure out what I'm dealing with.
You addressed new property in your answer to me though that I did not mention. I didn't move and don't own property. My question was about claiming the children. I have to amend so that their father can claim them since turbo-tax told him he could claim Earned Income Credit if he claimed them. I was not eligible for any credits concerning the children. They've lived with their father and I the whole year, and there is no custody agreement between us.
Therefore, I hope we've cleared up everything and I hope I haven't jumbled anything else but I still have 2 questions remaining:
1).Since the IRS takes 8-12 weeks to process an amended return, but I also read the return is amended from the date the form is mailed, does the children's father have to wait for me to receive confirmation that my return has been amended before he can file his tax return claiming the children?
2) If there was any other forms I needed to fill out other than just the one to amend my return for him to be able to claim children that I already claimed this year?
Thanks again for your time.
I filed for one W-2 on Jan 20th. I had two jobs last year and completely forgot to add the second, and a 1099 from my bank for a 150.00 credit I recieved from them. I tried to file it and got rejected. I am assuming that I need to complete a 1040x but I am not sure when filling it out, do I need to add total income of both jobs or just what I left out? And also, when should I file the 1040x? Never had to do this so I do not know the process. Thanks in advance!
I have already electronically filed my tax return and it was accepted on 1/21/15. I have been preparing my own taxes since 2008 and have been accurate until now. I just realized I made a mistake when I entered the employer EIN#. I am waiting for the rejection so I can correct it. My question is do I need to wait until it is rejected or can I log back into my account (taxact.com), correct it and resubmit now? I was just recently apart of a company lay off and need my refund as soon as possible and if I can resubmit before the rejection that would be great to not further any unnecessary delays.
Thank you,
Rosalynn (Roz)
I'm not sure if you've already answered this question or not, but I will ask anyway.
I e-filed my taxes on January 20th, but another W-2 came in a couple of days later that I completely forgot about. Does the IRS already have the W-2 information in the system via the employer? And will this delay my refund?
I'm 16 yrs old. I filed a tax return and got accepted both federal and state. I was not supposed to file a tax return and i feel bad and i don't why i did. Gets even worse,I accidentally answered "No" to the question " Can anyone claim you as a dependent?"It supposed to be a "Yes" i just realize it.My dad filed his tax return claiming that I am his dependent.He got rejected.What i did was a mistake.I really need help with this. Do i need to do an amended return?Can my dad still claim me as a dependent?Please help me.
I accidentally only submitted my street name and not the numeric part of my address on my e-filed 1040…. is there a way i can correct this
I made a mistake and entered too much in the social security tax withholding box i made 3514.00 and I mistakenly put 1000.00 in the social security tax witheld box. it did not effect my refund amount but i was wondering if i will get my refund or will i be flagged and rejected and have to start over? Please help I really need my refund.
oh lord i also just noticed that my childs ssn is incorrect what should i do
I accidently put my last name twice when i efiled once with my first name and the second time where my last name goes. My status says its been accepted, but is it still a possibility it will be rejected?
So we filed my soon to be husbands taxs like we have the last 6 yrs of his employment well this yr we did it on the 15th accepted on the 16th and we had found out after the company switched payroll company's and the ein number was changed we've never had to wait so long for a approval before but I'm wondering if the ein is why I was told I should be able to amend it after I receive my return but now I'm worried this ein may be why I still haven't got approved.
I filed taxes normally for 2013. I was later (apparently) mailed a 1099 for a hardship withdrawl from my Roth. I never got the form in the mail, and remembered that I hadn't amended my taxes for 2014. I requested the 1099 again from my former employer, and started the process of amending my 2013 return. I filed my return for 2014, but I don't know if I should mail my amended return before or after getting my refund. I never got anything from the IRS saying I owe, but I know I owe them about $250. Will this affect the time it takes to get my 2014 refund? It has already been accepted by the IRS.
i filed on turbotax and the irs rejected it. it said that the ss# and name was wrong so i checked it and everything is right. i called the ssa to see if it is wrong and they said everything is right but it keeps rejecting it can i go to h&r block online and file there or will it mess my refund up.
Hi Kim,
Been there done that with the babies at 4 am. You have my sympathy (and a little jealousy–when you're not exhausted, they are so adorable!)
About your ex claiming the kids–he won't be able e-file until the IRS finishes with your return. It may make sense for him to paper file his return with a copy of your amended return (showing that you are not claiming the children) attached to his form for back up. Even so, that will still probably take 8 to 12 weeks to still process. But–at least he will have filed.
There's no other form you need to complete.
Hi Catalina,
If you already filed, then anything you try to file afterwards will get rejected. That's why you need to do the 1040X.
On the 1040X, you will claim all of your income, not just the income you forgot the first time. If you used a software program, it's easiest to prepare the 1040X within the program. You'll click a button to generate the X and it populates the "before" section, then you just finish your tax return with all the new information.
Remember to amend your state return as well.
Hi Roz,
I'm guessing that if your return was going to reject, it already happened and you've already fixed the EIN and resent it. If your return hasn't rejected, then don't worry about it. Hang on to your W2, make a note in your file, and if you ever get an IRS notice about it, you've got your note and W2. Otherwise I wouldn't worry about it.
Hi Tamara,
The IRS doesn't have the W2 information yet. Your refund shouldn't be delayed. You will need to amend your return because the IRS will have the information later. It takes almost two years for those document matching notices to go out, but if you owe the IRS money, that's two years of late payment penalties and interest you'll need to pay. If you've got more money coming back–you want that money (and the IRS won't just send it to you.) So I recommend amending the return as soon as you've gotten your refund.
Hi Lorraine,
First, what you've done happens all the time You're not the first person to do it and you definitely won't be the last. But I'm guessing that your Dad is really mad.
What you're going to do is amend your tax return and not claim yourself. You will mail that in separately. But–your dad is going to make a photocopy of that tax return and mail it in with his tax return where he claims you.
Now you might have seen a comment that I wrote about two other people and I said they "could" do that–but they were divorced and so the woman might not want to give that information to her ex. So it's not a for sure thing for them.
You're different. We're talking about your Dad that you live with. He's supposed to claim you on his tax return. He knows your social security number, and your birth date and everything. It's okay for you to give him a copy of your tax return.
The worst thing about what you did (so you know why your Dad is mad) is that if he's going to get a refund, it's going to be delayed. And that's a pretty good reason for being mad. The second reason people get upset is because they think they'll get in trouble with the IRS. And that, he won't have to worry about. This really does happen all the time and the IRS knows it. So he won't get in trouble–if that helps at all.
Good luck.
Hi Valencia,
First, the important question–are you getting your refund direct deposited or are they mailing you a check? With direct deposit I wouldn't worry so much, but if you are getting a check you want to make sure that the IRS has the correct address right away. You can do the address change in the "where's my refund" section on the IRS website. That's where you need to change it if they are mailing you a check. http://www.irs.gov/Refunds
If not, there's a number of ways to correct your address: http://www.irs.gov/Help-&-Resources/Tools-&-FAQs/FAQs-for-Individuals/Frequently-Asked-Tax-Questions-&-Answers/IRS-Procedures/Address-Changes/Address-Changes
You'll want you tax information with you to correct your address so you can prove your identity.
Hi Ibreena,
If your child's social security number is wrong, then your tax return should be rejected and you can fix the social security withholding then.
If your return had gone through with the social security wrong, your return would probably still be processed normally and it doesn't change your refund so there would be no need to amend.
Hi Gabrielle,
Hmmmm–your return got accepted with your name being wrong? It's unusual, but I've seen it happen before.
If your return is going to reject, it happens right away, you won't get an "accepted" notice and then have it reject. But don't be surprised if you get a letter from the IRS later–you're not in trouble, you'll just need to explain that your name is Gabrielle.
That said, next year when you file, you may have a problem. File your name correctly and see what happens, If it rejects, then you'll need to file with the double last name. (I actually have a client whose name got messed up somehow with social security so he's "jones jones" even though that's not really his name. He'll get it straightened out eventually, but to get his refund we use the double name.
Hi Latoya,
I'm thinking the problem has more to do with you filing on the 15th, not with the EIN. But I'm not sure. Federal efile didn't open until the 20th, so if you filed on the 15th, where did your tax return go?
I think you need to contact your server and talk to them. Some companies stock-piled the returns and sent them all on the 20th. But I don't know where your return went.
Bottom line is–either your return should have been accepted or rejected. That you're still in limbo is kind of odd.
I'm almost thinking you should just fix it and resend, but I'd talk to your software company first to see where your return is in the pipeline.
Hi Stacey,
Two things. One, I don't think your 2014 refund will be affected by your 2013 amended return.
Two, and more importantly–my gut reaction is that you don't owe $250 for the hardship withdrawal on your Roth. Only the earnings of your ROTH are taxable. And, if you haven't taken out all of the money from your ROTH, then I'm saying that you left the earnings in the account and only took out the basis–which wouldn't be taxable.
So, it's quite possible that you took out several thousand dollars of your ROTH and you had $1000 in earning, making the tax be $250–I can see that. But, if you only took out about $1000 from your Roth and either that's all you had in the account or there's still money left in the account–my best guess is that you owe nothing or a very small amount of money if at all.
Hi Becky,
Sometimes this happens. And it's a pain. A couple of suggestions.
1. take out the middle initial (or add it)
2. look at last year's tax return how did you have the name there?
3. look at the actual social security card sometimes saying it over the phone and looking at the card are different (ahem, I speak from experience on that one)
4. one time–and this was really weird, I had the name right, the social security card right, everything was right but the IRS wouldn't accept the return–the little girl's name had two spaces between her first and middle names and the IRS computers wanted that second space–weirdest reject ever!
If all else fails–you can paper file the return. It will take longer to process, but then a human being will look it up and the case will get solved.
I just filed my taxes yesterday and noticed I accidently spelled or auto correct my street name wrong what should I do?
Hi I did my return myself and mailed it last week but today i got mailed a w2 from a job in 2013 i wasnt expecting to get but the pay period ended on the 5th of jan so i already mailed my return in without that one. It only changes my returns income from 113 dollars extra and the withheld is 0 so it wont change what the they will owe me should i worry?
Hi i filed my taxes last week and i just got a w2 i wasnt expecting from 2013 but the pay period ended at jan 5 2014. I already mailed it but the w2 i did not adds income was only 113 dollars and 0 dollars federal withheld. Should i worry?
My mom did my taxes and efiled them, she gave me all the paperwork back today and she entered the wrong amount on the federal with holding. My W2 says $608 and she entered $1608!!!! So now I know the return I will be getting is going to too much The status on the it's page says it has been accepted. Will they fix that automatically? I am freaking out and don't know what is going to happen, please help
My mom did my taxes and efiled them, she gave me all the paperwork back today and she entered the wrong amount on the federal with holding. My W2 says $608 and she entered $1608!!!! So now I know the return I will be getting is going to be too much The status on the IRS page says it has been accepted. Will they fix that automatically? I am freaking out and don't know what is going to happen, please help
i filed through turbo tax i usually always go to h and r block but my sister keept pressuring me to try turbo so i did. and i messed it up it asked if i had kids and i put yes but other parent was claming them but it went through as me claiming the kids. and we did not want it to be like that because the father would get more if he claimed the kids. is there any way i can get this fixed with out doing an amendment? i dont know what to do to fix this. if i cant get it where he can claim them then we loose out on 6,000 dollars.
please help.
thank you
Hi question,
i changed accountants this year and she put my maiden name instead of my married last name.I got divorced last year but i havent changed my last name yet.the return went through with my maiden last name ….should i be worried that its gonna get delayed?and also i never received a w-2 for a company i worked for i cant reach them either its like they disappeared no number their not even in the location so i went ahead and filed with out them becasue regardles if i have to ammend i only made about 1000 dollars so it wouldnt be a big difference…i check the wheres my refund and it says it was accepted that it bein processed. so should i worry?
So I efiled my taxes, for my 1099-G I ended up putting what was withheld federal in the state box. By my calculations the IRS will owe me about 600 dollars more, do I need to amend my taxes or will IRS catch the error?
I was wondering and very nervous I somehow entered in the incorrect information from my w2 from the waqges and withholding tax. I was due a refund either way because as I realized what I did after I reviewed and had sent it in, I later looked at my print outs, so then I went to the turbo tax calculator and the refund is about 1000, in difference. However, my question is will I still get my refund and when does the irs look over the w2s to see if the info was correct or not, like do they match our w2s up with what we put in turbo tax? or do they get them later? I need my refund and will def, take out the 1000 to be ready to send back to them, but on the website for irs, i filed on the 29th was accepted and still says received and nothing else? I am getting worried. I do need this money badly. so basically i entered in more money than I made. I had put a 1 in front of my number changing it from 8899 to 18899. if it will be rejected how long does that take so i can correct it?
I am trying to help a friend with his taxes this year. The problem I have is that He had someone do his 2013 taxes that person sent it to a nother person to do in another state. When they were filing the return it was rejected due to one numbre off on a childs ss number. My friend then went to jail and has no idea what happened to the return. This when filing He needs the address to get his IP pin and he doesn't know what they put as his address so he is unable to file. When requesting a transcript by mail they send it to the last known address irs has. He doesn't know what that is. What do we do to get information on 2013 and to file 2014 tax
melody says:
i have a question. I e-filed my taxes and then realized when either I entered it or turbotax prefilled my husbands w2…I am listed as the employee…I called the irs and they said to wait until I got a letter. it did not change our income or refund or anything like that…just I entered the wrong name and social security with this w2….of course I wont do anything till I receive my refund but wondering if I should amend after I receive the refund and explain what needs to be corrected instead of waiting for them to catch it….it looks like I reported a w2 that my employer did not and that my husbands employer reported a w2 that he did not report….
Hi, I'm a PhD student with a J-1 visa. I filed my taxes and got the emails saying they were accepted, but today I found a 1099-MISC form in my mailbox for a $100 award I received at a conference. I calculated and I will owe $15 for fed and $6 for state…I am freaking out, this is the first time this happens to me. I didn't even know I was going to be taxed for an award! What should I do? Thanks!
Hi Angel,
That's probably not going to be an issue unless they are mailing you a check. If the spelling is recognizable–I wouldn't worry. If it's really bad, go to the change of address section in Where's My Refund to change it.
Hi Andrew, I wouldn't worry. If it doesn't change anything, I wouldn't even try to amend.
Hi Jodie,
You're probably going to get and extra $1000 back. Amend your return and mail the IRS the $1000.
Hi Stephanie,
I recommend calling your old H&R Block preparer and pay her to fix it for you.
Hi Lazara,
Well, you shouldn't file without your W2s–scold, scold.
If your return was accepted with your maiden name–then it was accepted. So I wouldn't worry about that.
The W2 is more troubling. After February 15th you can do a substitute W2 based on your final pay stub. You should also notify the IRS that the company hasn't issued you a W2.
Hi Katrina,
The IRS might actually catch that one. I'd wait and see if they pay you or not. Give it a few weeks and if you don't get a letter about it, amend. It all depends on if it's in their system already or not. It might not be in the system yet which is why you'd need to amend.
Hi Amanda,
It usually takes about a year for the document matching to kick in so you should get the refund. Once you get that money, you should amend your return and send back what you shouldn't keep. Do it now because otherwise you'll just spend the money and won't have it when the IRS sends you that nasty little letter. If you amend before April 15h–there won't be any nasty little letter.
Hi Valerie,
I'm going to snob out on you. Your friend's problem is out of your league. You need a professional. He's going to need an EA or a CPA who can get a power of attorney to represent him–you can't do that.
Even with a pro–the IRS will give them a hard time (I speak from experience) because of the whole identity theft thing. But at least you can get the problem addressed.
Hi Melody,
It changes nothing on your federal return so I wouldn't amend anything. Here in Missouri, it could change your state return, but in many states it will have no impact either.
I would just put a little note with your paperwork reminding you of what happened. If you do get an IRS letter in about a year or two, then you'll remember why you got the letter. (And you'll just explain it to the IRS then.) But I wouldn't bother with an amended return, it wouldn't make any difference and just waste the IRS's time trying to process it.
Hi Maria,
Basically, I'd just amend your return and pay the $15.
But, I have a different issue for you. You're here on a J-1 Visa–that makes me think you should be filing your return as a "non-resident". The 1040NR is never e-filed. So, unless you have some reason that you should be considered a US resident, then your whole return is wrong, not just the $100 award. Sorry.
Hi! I filed my Income Tax Return myself. I just realize that I didn't include house rental that I payed to my landlord of $3600 a year starting 2012. Do you think I need to amend my tax return? Is it worth to amend it?
I used a different tax software this year than last which worded a question differently and I just realized that on my Schedule C I put the name of the company, address and EIN that issued my only 1099 in the boxes that should have been my company name (yikes!). I did include my own name and SSN, but unfortunately my return has already been accepted. How do I correct this, or will the IRS note that the company that mailed them my 1099 is the one I included and will they correct this for me? There are no other changes that are required to my income, but I am worried that this could be considered a major mistake. Please advise. Thanks in advance.
"I used a different tax software this year than last which worded a question differently and I just realized that on my Schedule C I put the name of the company, address and EIN that issued my only 1099 in the boxes that should have been my company name (yikes!). I did include my own name and SSN, but unfortunately my return has already been accepted. How do I correct this, or will the IRS note that the company that mailed them my 1099 is the one I included and will they correct this for me? There are no other changes that are required to my income, but I am worried that this could be considered a major mistake. Please advise. Thanks in advance." Additional note to my last question above: the amount of my Schedule C 1099 income is also below $1000.
my return was accepted but should not ever been filed, I was playing with the numbers and trying to see how much someone would get if they made this money and I used my info, its going to look like fraud, the bank sent the money back to the irs saying it was fraud cause I was in jail, so I did an 1040x to remove the entire return, will I get proscecuted even though I got no money>? I hit submit accidentally then didn't know if it was too late. but like I said the third party bank sent the money back, so I haven't gotten it but is it a crime still if I got no money and I am amending the return?
I file my taxes on TAXACT, I recently change jobs and only had one W-2. So I file it with the only one w-2. The next day my other W-2 form come in the mail. What would happen if i didn't file the other W-2 and how can I fix it.
I just recently filed my taxes
And both my husband and i decided to file seperate but once i filed and the irs accepted
I went to do my husbands taxes and his tax return was rejected since i had had claimed him as an exemption, now he cant file his own tax return and now I am stuck with this big mess
Do i need to file and amended tax return
And when will my husband be able to file his taxes?
was rejected since he was already claimed as an exemp
Hi…thanks for answering these questions!
I filed my taxes and already got my refund back direct deposit. After I had filed, I received both a 1099-C and a 1099-Misc that I had not anticipated. I've filled out a 1040x and it's given me the amount I now owe. My question is…what do I do with the amount of my original refund? Do I just add that amount to the amount I owe showing on the 1040x and send it in with the return? I got $1,500 back on the refund and now with the amended return it shows I owe $1,000. Thanks
I accidentally filled out an IRA contribution stupidly thinking it was 401k contribution. Thus, I'm expecting to get significantly more back than I should. From reading this site, I'm supposed to wait until I get the refund, and then file the amendment? Is this one of those cases where they might bounce it back saying "hey we need some supporting documents for this!"
hi i filed and irs accepted my return on 1/30/15, About a week later i saw that i had misspelled my name and instead of stephanie it was stehanie. On w.m.r it says still processing and when i call to speak with someone at the irs i always get a automated message. I dont know if the irs would hold my taxes over one letter missing in my name. I havent recieved a letter from the irs yet so i am hoping that is a good sign. What could be the hold up?
I just filed my state sales tax return on January 31st, 2015. After going through some bank statements the other day, I realized that one of my invoices was off and I owe an additional $6.73 in states sales tax. Do I need to bother filing an amendment if I only owe $6 more? Thank you!
basically I filed my taxes and my state came back rejected. so I tried to fix my state and it asked for my SSN and last uears income. I believe I put the income from 2013. How can I fix this?
correction""" I filed my taxes and my state came back rejected. it asked me to correct by giving my social security # and I believe last year's income. I believe I put 2013″s income. Will they just reject it again after submitting a second time? im using TurboTax by the way.
Is it common practice for CPAs to charge a significant amount of money to amend a tax return? For instance, an itemized return was filed and a higher than expected 1099 came in, so I need to amend my return I did a little prematurely for my refund… good part is I have plenty of receipts to capture the higher amount reported as income for me ( as a contractor)… but my cpa is now charging me $200 extra on top of my original fee paid to him to file this amendment, is that common practice or not?
Hi I just have a question, I filed my taxes on turbo tax, when I originally filed I messed up the education portion by not adding in the amount my work reimbursed me for school, i didn't have to pay anything towards school so i shouldn't get a credit at all for it, turbo tax confused me and i messed this up, my original return came out to 14993 and has already been processed, i knew this did not sound right so i asked around and once i figured out i messed up the education portion i filled out an amendment 1040x on turbo tax and printed it, my return should of been 5000 something and i now owe a difference of 9000. My question is can I wait for my refund before i mail in the amendment because i dont have 9000. If I do wait for the return to mail the amendment will i get charged interests and penalties and finally as long as i mail it before april 15 will that eliminate any extra fees?
I messed up filing my taxes with h&r block online. Now its asking me for my current efile pin #. I have a four digit and not a five digit. How do I continue if its a four digit?
Just have a quick question, I already filed and noticed I forgot a 3 dollar interest on savings account. Must I amend?
Hi Heidi,
Unless you live in a state that has a tax credit for the rent you pay, I wouldn't bother. It shouldn't affect your federal return (unless there's part of the story that I'm missing here.)
Hi Lauren,
Since there's no change to the numbers, don't amend. Make a note in your file that you put the wrong name down. If you get a letter from the IRS about it (like in two years) you'll have the note reminding you of what you did and can explain it. But don't send them an amendment for something that won't change your numbers. You're fine.
Hi Jackie,
Even though you didn't get the money, since the return was accepted, I would file an amended return–especially since they are calling it fraud. (You might want to contact a lawyer also.)
On the 1040X in the explanation box you might want to write "taxpayer mistakenly hit send while running a what if scenario. All numbers on original return were incorrect."
Good luck.
Hi Anahi,
If you don't file the other W2, eventually the IRS will catch it. They will send you a letter called a CP2000 which basically will say "oops, you forgot to file one of your W2s" you owe us this much more in taxes. And you send them a check. They'll add penalty and interest to it, But you won't have to refile.
Now, if you should get more money back, they won't send you a letter and they won't send you the money.
If the extra W2 is going to affect EIC and/or causes you to owe over $5000 – then they could hit you with fraud penalties which could be really stiff so you'd definitely want to amend for that.
Hi Sandra,
As you've just learned, you can't claim your husband as an exemption when you file separately. (In some states you can, but you can't do it on your federal. And, you can't claim him as an exemption if he makes money so yep, you messed up.)
You have to amend your return which will take at least 16 weeks for the IRS to process. He'll have to paper file. He may wish to attach a copy of your amended return to the back of his return to show that he should not have been claimed.
But his refund is going to be delayed. And it sounds like you're going to owe the IRS some money. I recommend that you take this mess to a professional to straighten things out. Claiming your husband as an exemption is a really big mistake, which makes me afraid that there's more wrong with your return. Please have it looked at.
Hi Chad,
You'll show the $1500 in line 18–the overpayment from before. If that number is there, then you'll pay the IRS the $1000. If the $1500 isn't there, then once you fix it you'll owe the IRS $2500.
Hi Justin,
Nope, it won't bouce back for about 2 years. File the amendment and repay what you owe.
Hi Stephanie,
I'm pretty sure the hold up is with the name spelling. If you haven't received your refund by now, it's time to call them back.
Hi Katie,
States are funny that way. They want their money. I'd give it to them.
Hi Zach,
Many states have had issues with identity theft. That might be the reason they're asking these questions. Contact your state taxing agency to solve this issue.
Hi DiChera,
As long as you make good by April 15th there will be no additional interest or penalties.
You might face a penalty for not withholding enough if you have a balance due of $4000.
Question for you–the most I see you getting for an education credit is $2500–so how is it that you now owe $9000 more instead of $2500 more? You might need to go see a professional to check out your amendment before you file.
Hi Bart,
For what it's worth, I would have charged you $250. It all depends upon what is being amended. Some things I amend for free (like if I made the mistake in the first place–or I preplanned with my client an amendment)
Some things are easy to amend – like a W2.
But a 1099 creates a schedule C–you had expenses, etc. $200 is probably a normal fee.
My job did not file my W-4 last year in June 2014. I got married in May 2014. I submitted my updated W-4 form to change my status from single to married and to take on my husband as my dependent in addition to my mother (whom has been my dependent for many years). I just received my W-2 form a few weeks back from work and that is when i noticed i was still showing as "single" and with my maiden name. HR and payroll said they can not do anything to make the adjust in my w-2 for 2014. Is there some form i can complete to fix my deductions and status for 2014? Thanks so much!
Having learned recently that my reselling on the weekends might generate a refund for me i went to H&R Block on 2/4/15 with all my documents to get help and file. The first time my return was submitted it was rejected. Thinking that it was something to do with my son's name my preparer resubmitted with some code they have, which in turn was then accepted on 2/7/15. Looking over my 1040 noticed that 1 digit in my son's social security number was wrong.
I went back and told her, she fixed it in her records and said not much else. I have yet to receive my refund and when I went in last week 2/26/15 she basically told me she couldn't help me get the answers and I had to wait.
My thought was if thats the case why am I paying near $500 for services then?
Anyhow I have yet to receive my refund. irs.gov's wheres my refund says no info can be provided please wait four weeks after I mailed my return to call, however it does list my correct name, filing status, and refund amount.
I din't mail my return it was e-filed and now I'm thinking that has to be the reason for the delay and if I need to file an amended return.
Thank you for your help in advance.
I found error in my tax return for the last year , just the error is in my spouse name which she file jointly with me , but her SSN is right
How can I fix her name? and how long it need to fix it with IRS
Hi I filed my 2012 taxes as a 1040EZ as an automatic deposit. I never got my return and never got a notice or received it by check. I was going over my copies and realized i messed up on my account number. Ive tried calling and it always tells me to go to there website. How do i go about fixing this? Thank you.
I am a student on a F1 visa and I filed my taxes with H&R Block . However I got a message on the where's my refund site that there was an error and when I re-checked my taxes I realized that my last name is spelt incorrectly – it is missing a letter . Do I have to file an amendment for this ? How does one correct this ? Thanks !
My tax return got accepted however I noticed that it imported my name and home address for my small business name and address. I included the EIN so will they know that its for that business or do I need to send in a correct form?
I just noticed there an error on my 1040 tax return form. I misspelled my address. I put "aster" instead of putting "astor". how do I fix my address on this1040 tax return form and will this delay my tax refund if im waiting for a direct bank deposit?
Hi Jan,
My husband accidentally filed as single. Ii haven't filed my taxes yet, but we'd like to file as "married filing jointly". We're only about a month away from the due date for filing this year. Do I wait for him to receive his refund in 3-4 weeks, and then file amended together? Or can I file as married filing jointly now? If I file for both of us, I'm assuming that puts us on the list to get audited. But I don't want to pass the due date deadline in April while we wait to receive his refund first. (We read on a few sites – including above – that you should wait until you get your refund before amending)
Please help!
I did my taxes, sent them received them, I didn't look at them, closley, well I should have received 2,100 more back! And like 356. On state. I really screwed up. State cashed the check, what do i do to correct this??
My W2 form had wrong social security number on it. The employer issued a corrected W2 with the correct SS number . The corrected form had only entry of wrong and corrected ss# on it. Can I file tax online and where I add info about the correction
My W2 form had wrong social security number on it. The employer issued a corrected W2 with the correct SS number . The corrected form had only entry of wrong and corrected SS# on it. Can I file tax online and where I add info about the correction, and do I write my correct SS when I start filling wages info if filling online.
I am so worried. I let my daughter in law do my taxes and she messed them all up. She left out my SS income and instead of filing me head of household I got filed as single even though I'm married. My husband only gets SS because he is ill and last year I was able to claim him as a dependent. He is not on my refund at all this year, but my 2 dependent grandchildren are. I received an IRS asking if third parties are involved, I'm not sure what to do…please please help if you can…
Hi Jan,
I sold some shares in 2011 and also moved house that same year. The 1099-B tax form sent out was lost in the mail (wrong address) and I never reported what was on the form.
In 2013 I received a letter from the IRS stating I had an unreported amount from my sale of shares in 2011 and I owed money in taxes and penalty which I paid.
Now my state is after the same tax however I have just realize that the IRS taxed me on the whole amount of income from the sale including my initial investment. The real profit was only $30, but I paid over $1000 in taxes for this in 2013.
Do I use:
– 1040X as an amendment to my original return
– 1040X as an amendment to my amended amount (changed by the IRS)
– or is this a completely different form as I accepted the penalty back in 2013?
Thanks for your help,
SO I am an idiot and didn't file my 2012 or 2013 taxes. Yes I know that's bad but I didn't owe. I finally realized that I should really do that. Took the time and did everything and mailed them out. Got home and realized that I have my last name where my first name should go and first where my last should go. Should I just fix this and send them back out or wait and see if its rejected. Or do you think they will catch that mistake and just fix it?
Hi, I recently e-filed my taxes. I owe taxes this year and opted for the payment to come right out of my checking account. I just realized that the account info I provided has an error in the account number. I accidentally added four extra numbers at the end (the check number, very stupid of me, I know). I have gotten no where trying to get ahold of the IRS.
So my question for you is there some way to contact the IRS to make that simple fix? Or can I just submit another payment? Or is this something that needs a 1040x? Or should I just wait until I get contacted by the IRS?
Thanks so much,
I do my own returns each year and paper file. I am to get a refund this year, but it has been 7 weeks. After checking "wheres my refund" I rechecked my return copy, and found I transposed a digit of my social security number. I can reach no one at IRS by phone and am unsure how to correct my error. Will just writing a letter work?
i have a question i noticed that i entered the wrong ssn in my tax forms recently and i was advise to call the IRS and referred to the number 1441. after an hour on hold a IRS rep answers the phone i tell her my problem and tell her the reference number she asked me for the wrong ssn then the right one and some other personal information i did mentioned that i changed address when she asked me for an address so she requested the only i entered while filing i after putting me on hold again she said they were having internal issues and all she could do was to put a note about it and that "they"need to fix it. or that's what i understood. she asked for my phone number and said again that they need to fix it that i will received my refund i asked how long would that take she said 30 to 45 days. i asked do i need to do something more she said no and that was it.
does that really happened? do i trust that there were internal issues and that it would be fix as soon as they can? don't i need to fill out the 1440x form?
please advise i am worry.
Hi Stanley,
You don't need to amend your taxes, you just need to fix the mistake and send your tax return in like you never filed it in the first place. Because your return had the wrong SSN on it, it was never actually filed. (You're not the first, won't be the last. You'd be surprised how often that happens.) Since you don't owe, there won't be any fines or penalties.
Hi Olga,
I do know for a fact the the IRS computers did go down for awhile this week, I was talking to an IRS agent about that so I do believe the agent on the phone with you was honest about that.
But, I honestly don't know that they'll fix your return. If I were you, I'd fix the return and efile it. You don't need to file an amended return since there is no return with your social security number on it.
Now, of course, if your e-filed return gets rejected, then it seems to me they willl have fixed the problem (hopefully?) But if it e-files, then you're much closer to getting your refund and the return they they are going to try to fix will get tossed out.
My soon to be daughter in law and I typed her taxes, printed and mailed them. She went to "where's my refund" and while doing that noticed that we did not fill in line 76 for how much she wanted refunded to her. Line 75 has how much she overpaid though. Using the number from line 75 in "where's my refund" she got that they didn't have any information and to wait 4 weeks. She thought it had been 4 weeks but she can't remember and neither can I. Is that the kind of thing that would cause a problem or is it probably just a timing problem?
Hi Amy,
I'd go ahead and call anyway. You can't assume that the IRS will send you the money so call and make sure they know that's what you want. If there's paperwork that needs to be filed they should tell you.
Hi Jan! Your commentary has been wonderful to read through I'm trying to not double up on questions. I filed married separately with a tax company, they let me claim max child care credit… turns out you can't do that with Married filing separately so the IRS sent me a bill for $600. I went back to the tax company and did married filing jointly amended return. My question is.. what should I do with the bill while I'm waiting for the 16 week amended return processing time? I know I don't owe it but I'm really stressed out at the thought of not my paying my bills.
Thank you so much!!
Hi Celia,
In your situation, I'd call the IRS at the phone number on the letter you received. (Be prepared to be on hold forever.) Explain the situation to them, and they should mark the account that you've amended the return. You may still get letters saying to pay up because they are computer generated and already in a queue to go out, but your file will be noted and no collection action should occur against you.
Although for only $600, I doubt they'd start a collection action against you very soon anyway. (But if you don't call, you know you'll be the exception, right?)
Hi Amber,
You'll have to contact H&R Block for that.
Hi Sheree,
For a $3 interest, I wouldn't bother. It won't make a difference on your taxes.
Hi Ghezal,
You will need to fill out a W4 form. Your employer should be able to provide it to you. But here's one if you need it: http://www.irs.gov/pub/irs-pdf/fw4.pdf
Hi Aisha,
My best guess is that since your refund is so late, and your son's social security number was wrong, your refund is being held while they check things out. I would contact the IRS directly and follow up with them. Explain the situation and ask what they want you to do. I hate to have you amend if your return is already rejected–in which case you need to file all over again.
I'm sorry that your Block person wasn't much help What I don't understand is, why did she do a social security number override? She should have double checked to make sure the social was right first. That would have been the normal protocol.
Given the problems that you've had, I would contact the Block district office and ask for a refund.
Hi Samir,
If you've already received your refund from last year, and your return for this year has been accepted. I wouldn't bother amending.
Hi Amanda,
you need to call the IRS, but when you're on the phone and they ask if you're calling about a refund do not go there. That's just an automated response telling you to go to the website. Call and get an operator.
Instead of the regular number, try this one: (800) 829-1954. That's the number to call for a lost check. That's not exactly your situation, but it's the closest I could find. Try to get a human on the phone, that's what you really need. A human can get your refund traced.
Hi Ami,
Usually if there's a mistake in the spelling of your name, your return is rejected and you just have to fix it and resubmit.
Hi Brynn,
If you're self employed, then often your name and address is the name and address of the small business. If you're using a different name with the business EIN number, then of course you'd put that on your Schedule C also. But, I wouldn't worry if your return has your name on the business form. Since your numbers are all good, I wouldn't bother to amend.
Hi Dulce,
Since your refund will be direct deposited, I wouldn't worry about fixing your address.
Hi MisaMei,
Your husband accidentally filed as single?
Okay, I'd wait until his refund is received before amending. He's amending a return that's already been filed so he's not late.
Hi Jose,
It sounds like you need to file amended returns for both the state and the federal.
Hi Deepa,
you can file online. You don't need to state that your W2 was corrected, just use the corrected information on the return.
Hi Chris G,
Your return is really messed up. First, you are married, you cannot claim your husband as a dependent. If you file as head of household, claiming your grandchildren, that could even be considered tax fraud so you don't want to go there.
Go to a tax professional and get this straightened out properly. You'll need to amend your returns.
Hi Martin,
Since you paid the tax imposed by the IRS based on how they adjusted the return, you need to amend the IRS version of the return for the IRS.
But for the state–since they are just getting into this–you're amending the original state return (not based upon IRS revisions) because the state hasn't changed your return yet–they're just trying to get your money.
Have I confused you enough yet? Sorry.
Do I have to file a amend if I accidentally put my wages in the box where you were suppose to input the amount of federal taxes withheld or could the irs fix the problem and if so would I receive my taxes if I don't I was told that they have 60 days for the irs to fix it but then I was told that I need to file a admend.
Hi Victoria,
I'm thinking that you need to file an amended return. You put the wrong number in the box that says how much money you withheld for taxes. That's a big mistake. So, if you received the money already, you'll have to pay back the extra. If you haven't gotten your refund–hmmmm–they probably suspect fraud. So I'd be filing an amended return just to let them know you just made a mistake, you're not a fraudster. I'd amend.
I have a question about what to do if you amend your taxes and your refund was already intercepted by Child Support but you amended in time way before the due date and now your being asked to pay the offset. Instead of the agency that took the money before they were supposed to. I have dates and proof that we amended March 30th and they paid our return to my husbands x wife April 15th. Our taxes were amended completely before then.I had to take off two of my kids that were supposed to be claimed by their father. My x husband. And now his x wife got paid for them being on our first taxes. It's bad enough she gets money for my children. Now we have to pay it back when we did everything correctly. And she gets to keep it. We pay every month back child support so we are in no way trying to get out of it. But I'm an injured spouse who couldn't qualify for my part because I was too sick to work last year. We were told to do this by an injured spouse employee from the IRS too. He told us the agency would have to pay it back because it was a superseding return. He gave us the paragraph numbers and pages from the IRS manual to prove it. Along with his I'd # in case of anythianything. Now we owe twice and can't pay. I've written two letters with supporting documents to the IRS and they just keep sending a Bill.
Hi Monta,
You've got an interesting situation. But I think you've done everything right. You've made the corrections and you've talked with the IRS. And, you also took down a name, an ID number, and you got the IRS regs to back you up. (Want a job?)
Anyway, those notices are sent out on a computer schedule and there most likely was just a notice sent to go out that wasn't intercepted.
That said, I'd call the IRS again, just to follow up and make sure that your account is being handled. I'm guessing that it is, but more for your own peace of mind. Plus, if there is anything wrong–you're ahead of the game. But I'm guessing that the IRS notice was just already in the pipeline to be sent.
Hi Matt,
You've probably already been contacted by the IRS about them not being able to get the money from your account. So you can just pay them online. But I would make sure they couldn't get the money before paying again–just to be on the safe side.
You won't be able to fix this over the phone, but you could at least find out the status of the payment.
Hi Late Day,
The problem with the IRS is that they don't know what is your first name and what is your last name. Even if your name is really normal–you have to assume that the person at the IRS who opens your tax return is the village idiot.
Seriously, I have a client whose name has been wrong on his tax return for 15 years because the IRS got his name backwards. It took 15 years to fix the problem. 15 YEARS!
Most likely, your return was rejected. I would call and follow up. It's been long enough, if they didn't reject it, they'd be processing it by now. I'm guessing that you're going to need to resubmit them.
Hi Manik R,
I've dealt with this before. If you file a 1040 NR, you're going to need what the IRS calls a "wet" signature. That means you have to mail the return to her in your home country, have her sign it, and mail it back.
If you file as a US resident, you can have her sign a form 8879 via email and you can efile your tax return. (Much faster if that's an option for you.)
Tell me what you're thinking...
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