Since the IRS changed your return and you agreed to the change then the 1040X column A should reflect the return AS CHANGED by the IRS and column B should only reflect the changes you made since the IRS made changes. If the 1040X doesn't reflect that then you must start the amendment over again. Make the IRS changes first before starting the amendment process.
Look at the form 1040X …
Column A should have the figures from the original return (OR AS CORRECTED BY THE IRS), Column C the corrected figures and Column B the differences between the other 2 which needs an explanation on page 2 of the form 1040X.
If you completed it correctly you will see an entry on either line 16 OR 18:
On line 16 should be the amount you paid with your original return. If you paid nothing already then this line should be zero.
On line 18 should be the amount of your original refund you received. If you have not received your refund yet then you need to wait for it. If the refund changes from what you expected then this line must reflect that change.
Then you will see your extra refund on line 22 OR the new balance due you need to pay on line 20.
How do I cancel or undo an amended return in the TurboTax CD/Download software?
If you started amending your federal return by accident and would like to cancel the amendment, follow this process to correctly "unamend" your federal return:
- Open your return.
- Switch to Forms Mode (Windows instructions | Mac instructions).
- In the left pane, select Form 1040X.
- Windows: After the form is generated in the right pane, click the Delete Form button at the bottom of the window.
- Mac: From the Forms menu, select Remove Form 1040X.
- Follow the on-screen instructions to remove the 1040X from your return
- Important: Go back through the TurboTax interview and undo any changes you made after you selected the option to amend your return, as merely deleting the 1040X will not undo those manual entries for you.
State Amendments
The best way to "unamend" your state return is to go through your state return from the beginning and keep your eyes peeled for amend-related screens or questions.
The amend question usually appears right at the beginning or towards the end of the state interview (never in the middle).
Correct any entries that have to do with an amended return, e.g.:
- Answer No when asked if you want to amend;
- Clear any amend-related checkboxes;
- Delete entries in the tax year field.
- Note: In a few state programs, you actually have to answer Yes to the amend question so you can revisit the screens that contain the information you want to delete.
