Question

I received an additional refund in July for unemployment, but I am now eligible for EITC. How am I suppose to enter that information when I amend my return?

Forum|Forum|4 years ago
July 31, 2021
2 replies
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TurboTax Deluxe Online

was the EITC claimed on the original return? if so, the refund should have included the adjustment for it. if not you'll need to file an amended return.

https://turbotax.intuit.com/tax-tips/amend-return/how-to-file-an-amended-return-with-the-irs/L6kO691J8

you'll need to include the EIC schedule with the return.

make sure that line 8 on the 1040 reflects the UC exclusion

and that the refund already received is reflected on line 18 of 1040-x

other lines may change because of the reduction in adjusted gross income

expect this process to take 4 months or more.

Critter-3

This is going to be messy this year ... you have to get column A of the amended return to reflect the IRS change without the program giving you the EIC ... this can only really be done using the downloaded version so you can make the change in the FORMS mode.

Contact TT support for one on one instructions for this situation.

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

fanfare

Employee

"This is going to be messy this year"

@Critter-3 Why??

Open the return you filed and click AMEND.

The return should automatically show

a) your reduced taxable UE.

b) your EIC.

You're done. Print (or e-file )the 1040-X. IRS will take note that you already got some UE refund and subtract that as an adjustment.
If it doesn't work that way, there's something seriously wrong about TurboTax and you shouldn't be a customer.

As you can see, I didn't use TurboTax so I'm making some assumptions.

Critter-3

@fanfare

Opening the program doesn't automatically change the unemployment since they reverted the online returns back to how they were originally filed ... this forces you to revisit the unemployment section to update it then the program automatically computes the EIC or CTC based off that change before you can start the amendment process.