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2answers
43 views

How can I estimate late fees + fines for amended tax returns?

I'm a Maryland resident. Last week, I had an accountant prepare an amendment to my 2013 tax returns (which I filed in early 2014). This amendment means I will have to pay some extra taxes for 2013: ...
3
votes
1answer
60 views

2014 charitable donation (via check); cashed in 2015; can I include on 2015 taxes?

I mailed a check as a donation to a charitable org on 31 Dec 2014. It was cashed on 9 Jan 2015. I intended it for 2014 taxes, but forgot to include. Since it was cashed in 2015, can I include it on ...
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2answers
67 views

How do I amend an amended tax return?

I filed my taxes early this year. Then I realized I forgot a W-2. TurboTax told me they weren't ready to process amendments yet, but I was impatient. I found a way to fill out an amendment form, so I ...
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0answers
38 views

Amending residency status on state tax return

I am a student in the USA on the F visa. I did a summer internship in a state for 4 months and filed state taxes with wrong residency status. I filed taxes as "part year resident" but should have ...
4
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1answer
52 views

Name order on separate to joint tax return amendment, only one filed so far

My wife filed a separate return, and we now want to file jointly. I haven’t filed a return yet. My understanding is that her return needs to be amended in this situation. The 1040x instructions (https:...
2
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1answer
42 views

Penalty paid on tax return do i need to amend/modify any changes online

I filled my last year's return only and I got penalty for some amount. I paid that penalty amount but wondering do I need to amend/modify any changes online in my last year's tax return or anything ...
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1answer
203 views

I filed my 2015 taxes with 1040 using TurboTax, but I am F1 student. How should I file for amendment

I am on F1 Visa(International student). I have a W2 from my summer internship. I accidentally filed my taxes using TurboTax with 1040A, but I need to file with 1040NR. How should I file for amendment?
2
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1answer
46 views

Amending 2015 Tax Return?

When I filed my original Form 1040, I owed the IRS $274. After the return was accepted, I realized I could be claimed as a dependent and now need to amend. The amended Form 1040 shows that I owe the ...
5
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1answer
98 views

Should amended taxes be filed if refund remains unchanged?

I received a 1099-R form from a previous employer after my federal and state taxes were filed and accepted. It was for a small distribution from a pretax account that was part of a profit sharing ...
0
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1answer
95 views

How do I file a 1040x amended tax return when we are already paying off an error for the same tax year?

For tax year 2014, we submitted our tax return through TurboTax in early 2015. We received our refunds (Federal/State) a few weeks later. In the summer of 2015, we received a letter from the IRS ...
0
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1answer
74 views

Does FTB accept amended tax returns over Fax?

So I sent Letter of Explanation over regular mail to Franchise Tax Board. I called them and they claim not to have yet received and/or scanned it. And instead suggested to Fax it. However, I could ...
2
votes
1answer
31 views

When amending a tax return to include a futures loss carry back, are you not allowed to include a Schedule C?

In 2013, I had profits from trading futures contracts, and that profit was reported on Form 6781 of my 2013 tax return. In 2014, I had losses from trading futures contracts. My CPA is amending my ...
1
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1answer
128 views

When filing for an NOL, do you have to file the amended previous years' returns after the NOL return?

I have been doing a lot of day trading the last few years. In 2013 I made a lot of money (tens of thousands in profits), but in 2014 I did poorly and lost tens of thousands. My CPA said that due to ...
4
votes
1answer
146 views

How to amend an amended return?

I made a real mess of my taxes this year. I filed an amended return with the IRS that turned out to be incorrect. The amended return included a sale of restricted stock units. Unfortunately, I got ...
1
vote
1answer
66 views

Can amended tax return filed before tax return cause errors?

I'd like to ask about a notice I received from the IRS today. The notice requests more information about a certain line and correction of figures on a certain column on my 2013 amended tax return. I ...
1
vote
2answers
611 views

Reporting 1099-? (takes place of 1099-G and 1099-INT) on tax return?

After filing my return, I received the following tax form (sample). The form notes "THIS FORM TAKES THE PLACE OF FEDERAL FORMS 1099-G AND 1099-INT" but neither seems like G (unemployment) nor INT (...
0
votes
1answer
148 views

How can I have a 4549 from more than 3 years ago? Can I amend a return for which I've received one?

I recently (in 2013) received a From 4549-A from the IRS for tax year 2006? I had assumed that after 3 years, no review of or change to my taxes could occur, but clearly it is possible (for the IRS, ...
5
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1answer
249 views

If I amend my federal tax return before I file my state taxes, what do I do?

I filed my federal taxes a couple of weeks ago, then realized I needed to amend them, so am going to file a 1040X in the next week or two. I have not yet filed my state (Oregon) taxes. I've been using ...
5
votes
2answers
258 views

Paid part of my state refund back last year; now must declare the initial amount as income?

Sorry for the terse title, here is a more fleshed out explanation: When I filed my 2011 taxes last year, I received a refund from my state of residence (Arkansas). Later last year I had to amend my ...
-1
votes
2answers
1k views

Amending a separate tax return to a joint return

I am a non-resident, independent contractor, married to a US citizen and have filed my 1040-ES and 540-ES with my own information, leaving our my wife's details (which I gather is only required if I ...
2
votes
1answer
73 views

Deducting last years (undocumented) side business loss

Last year (January 2011-August 2011) I hired a company in Europe to build me a software product, which I intended to resell as a for profit business. I am a us citizen and have lived and worked here ...
5
votes
1answer
96 views

Do I file 1040 when amending if 1040 has not changed?

If I am amending my tax return by only updating form 8606 for which there is no change to any numbers on form 1040, do I need to include my 1040 over again? I know I need to include the 1040x, but it ...
4
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1answer
4k views

Tax return accepted, amended return rejected

My original tax return was efiled and accepted by both US and state. I originally forgot to include daycare expenses for my daughter which would have provided an additional several hundred dollars to ...
6
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1answer
426 views

What are the potential penalties for filing an erroneous tax return, if I amend the return immediately?

In prior years, my school partnered with a certain accounting firm to provide us with 1098-Ts. Up until November of 2011, I was receiving emails from them mentioning this service. In January, their ...