Can you amend your tax return twice? Already amended mine to add w2's and need to amend again. Have yet to receive any info on my first amended forms being accepted.
Can you amend your tax return twice? Already amended mine to add w2's and need to amend again. Have yet to receive any info on my first amended forms being accepted.
To complete the second amendment you will need to manipulate your return by deleting the Form 1040X, which will leave you with a 1040 "original" return that includes the changes from the first amended return. Then, you will start the amend process over again to put in the information needed for the second amendment. When you start the second amendment the balance or refund due should be $0.
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
I tried this, but the refund monitor didn't reset to zero. In the first amended return, I got a refund of $360. I deleted the 1040X form from the first amended return as you suggest, and the refund monitor increased by $360. I saved the file and closed TurboTax. Then I reopened TurboTax, clicked the amend return button and selected the file I just saved. But the refund monitor didn't reset to zero. I went ahead and made the new changes. The refund monitor changed appropriately, but it was the total amount from the original return plus both amended returns, not the net amount from just the second amended return. The 1040X was blank. I would have to fill it in manually. TurboTax seems to understand it's an amended return, but the refund monitor doesn't reset to zero. Any suggestions?
You will probably need to enter all the prior refunds and/or tax due payments directly on the 1040X (and on state) using the Forms mode. I had to enter both a tax due I paid on the first original return AND a refund from the 1st amended return.
I filed my 2024 with 2020 W2 (ouch). My refund was 11,508.00.
I amended my 2024 tax forms with TurboTax and now my refund is 8062.00. TurboTax incorrectly assumed I received the 11,508.00 refund so it asked me to send the difference of 3446.00 back to IRS.
After looking at the forms I realize my mistake. So now I am owed 8062.00+3446.00=11,508 from the IRS. How do I correct this mistake? Do I amend on TurboTax and manually edit the 1040x form? If yes, how do I manually edit the forms?
To be clear, you have already filed the return with the wrong W-2, but you have not yet received the 11,508.00 refund? Did you ask for it by direct deposit or by mail? Did you have any reason to think the IRS will not give you your refund?
If the IRS notices that you used the wrong W-2, they will write you a letter asking you to correct it.
However, as you will read everywhere in the Community, you should not amend your return until the IRS has finished processing your original return. For most taxpayers, that means
getting your refund or
seeing the direct debit taken your tax due out of your bank account.
In your case, it's both of these situations plus getting a letter from the IRS explaining why you haven't gotten your refund.
Before filing your amended return, you should wait for one of the three situations I listed above to happen. Or else you risk further confusing your situation.
Forms mode
Forms mode is a feature of the CD/download TurboTax product (also called "desktop"). It allows you to see all the forms in real time, and to make overrides. However, overrides are often discouraged because they (1) often make it impossible to e-file, and (2) may invalidate the Tax Accuracy Guarantee.
If you have the desktop product on Windows, you can see Forms mode by clicking on Forms on the upper right. The desktop product on the Mac has the same feature, but how you enter it may vary.
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
TurboTax Expert Assist
Get answers to all your tax questions
Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.