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Questions tagged [amended-tax-return]

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Corrected 1099 resulted in less income, but now I owe more

I submitted my tax return weeks ago. And it has since been accepted. However, this morning I received an updated 1099 from my brokerage which resulted in a $1 difference (rounded). $1 dollar less ...
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1answer
98 views

IRS - Tax return of 2017 - Penalty

My family and I moved to the US, with a job, on May 21 of 2017. Since June of 2017, we have been covered by health assurance through my job. (the form 1095-B from Aetna informs 7 months of coverage). ...
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1answer
142 views

US taxes small mistake that doesn’t change tax or refund

Last week I filed my tax return. For the child care credit, I wrote I spent X dollars. I redid the calculations, and turns out I spent X+6 dollars. This obviously can’t make me owe more taxes and ...
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41 views

Estate net income NEXT year less than $600. File final tax return for THIS year?

This is what happened and will happen: 2016: Person is still alive with self-employed income reported on a Schedule C. 2017: Person died. Estate account opened. Personal and estate returns filed as ...
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0answers
23 views

Late filing Returns from 2015, 2016 and now 2017. With income in 2015 and 2016, but NOL in 2017

What is the procedure for filing these late returns? Do I file the returns and then file an amended return to show the carry back from the loss from 2017? 2015 AGI $143,567 - after ID and ...
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1answer
27 views

Amended Tax return with ITI

I did my taxes on January as single, because my wife had no ITIN. Then about 5 weeks ago, I did a amended tax return with H & R block as married with the ITIN application for my wife. It been five ...
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0answers
43 views

Amending return to include Schedule B?

I included and paid tax on the interest I earned in my foreign account as 1099-INT, but it didn't file a Schedule B or ask if I had foreign accounts. Since the account has over $10k, I need to file ...
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0answers
279 views

I overlooked to file Form 8889 (HSA contribution) on my tax return. Should I file an amended return?

I filed a 1040NR-EZ tax return. Only after I mailed it, I realized that I had an HSA which requires Form 8889 and the non-simplified 1040NR to be filed. My W-2 does show a W contribution in Box 12. ...
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0answers
33 views

Is late income from foreign job before becoming a US resident subject to US tax?

I became a US resident (Green Card holder) in the summer of 2012, so the first tax return ever filed with the IRS was a dual status return for 2012. I used to have a job in my country, that I quit ...
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1answer
84 views

Report capital loss for a year when I did not have income (international student)

I was an international student in 2014 and had no income. So I filed form 8843, which is not a tax return. That year I traded some stocks and incurred a net loss. The standard way to report a past ...
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0answers
100 views

Received late K1, but do not owe any tax. Must I amend my return?

I received a late K-1 form. I already filed my taxes. Do I need to file an amended return even if I do not owe any additional tax?
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3answers
2k views

I need to amend my return but I already received check from IRS with my refund. Should I cash it out now or wait until I amend my return?

I need to amend my return, but I have already received a check from IRS (they approved my return that I need to amend). Should I cash out this check and then amend my return, or should I dispose this ...
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1answer
520 views

Missed to file Schedule B with 2016 Tax return for foreign bank account

I e-filed my 2016 tax return few days ago, but for my foreign accounts missed to file Schedule B (the tax software generated only 1040EZ). I have correctly reported the interest income of foreign ...
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1answer
62 views

How do I file an amended tax return if I overpaid last year? [duplicate]

I just found out that I overpaid my taxes by a significant amount last year. I suppose I need to file an "amended return" in order to get my money back. The problem is that if I just fill out the ...
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1answer
32 views

Tax Amendment 2014

I am on H1b Visa and my husband is with me in US under F1 visa (Got SSN) from December 25,2015. I filed for tax returns with option "Married filing jointly" this year . But last year my husband was in ...
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2answers
88 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
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1answer
83 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
3k 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 ...
4
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1answer
216 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
50 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 ...
2
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1answer
1k 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?
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1answer
76 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
194 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 ...
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1answer
268 views

How do I file a 1040x amended tax return for a year that has already been adjusted?

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 ...
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1answer
164 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 ...
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1answer
91 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 ...
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1answer
511 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
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1answer
851 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 ...
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1answer
93 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 ...
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2answers
802 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 (...
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1answer
183 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, ...
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1answer
596 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
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2answers
396 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 ...
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2answers
2k 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 ...
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1answer
91 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
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1answer
109 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 ...
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1answer
7k 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
657 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 ...