Questions tagged [amended-tax-return]
The amended-tax-return tag has no usage guidance.
75
questions
0
votes
1
answer
70
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 ...
- 9,717
0
votes
1
answer
40
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 ...
1
vote
2
answers
127
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:
...
- 275
3
votes
1
answer
107
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 ...
- 43
1
vote
2
answers
5k
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 ...
user9760
4
votes
1
answer
349
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:...
- 41
2
votes
1
answer
57
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 ...
- 21
2
votes
1
answer
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?
- 121
2
votes
1
answer
104
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 ...
- 3,100
5
votes
1
answer
233
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 ...
- 661
1
vote
1
answer
362
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 ...
0
votes
1
answer
297
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 ...
- 295
2
votes
1
answer
127
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 ...
- 97
1
vote
1
answer
628
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 ...
- 97
4
votes
1
answer
1k
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 ...
- 183
2
votes
1
answer
166
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 ...
- 121
1
vote
2
answers
1k
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 (...
- 297
0
votes
1
answer
207
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, ...
- 109
5
votes
1
answer
725
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 ...
- 2,020
6
votes
2
answers
446
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 ...
- 263
-1
votes
2
answers
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 ...
- 453
2
votes
1
answer
103
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 ...
- 21
5
votes
1
answer
117
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 ...
- 1,793
4
votes
1
answer
8k
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 ...
- 534
6
votes
1
answer
824
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 ...
- 4,635