amended return went from refund to owing

Forum|Forum|2 years ago
April 4, 2024
1 reply
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I filed my 2023 tax return as married filing separately. I should have filed jointly! I'm now amending to file as married filing jointly. On the original separate returns my spouse and I owed the IRS and received refunds from the state. With the change in filing status, we owe the IRS less so will get a refund on the amended return. However, for the state we need to repay part of the refund we received. This is the problem!

I looked up how to account for adding the second return into the first (to go from filing separately to filing jointly). The Intuit instructions said to go to Forms and input the second spouse payment into the payment worksheet (but didn't say where to include it on the payment worksheet?). The bigger issue is where to include the refund ... without including it, the state wants to give me another refund and that isn't correct. Any suggestions?

Best answer by AmyC

On the federal return, 1040X, line 19 shows the original refund, that line should be a combination of your 2 refunds. The program knows the IRS can change values so it let's you enter the correct information in the smart worksheet. Your entry will flow to line 19.

You will enter the total refunds already received in both federal and state amended forms. Some states, do not have that field and they figure it themselves. What state are you amending?

AmyCAnswer

Employee

You will enter the total refunds already received in both federal and state amended forms. Some states, do not have that field and they figure it themselves. What state are you amending?

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