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Will I still get my refund if I forgot a w2?

Forum|Forum|6 years ago
June 6, 2019
6 replies
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I just received a W2 that I forgot to put on my taxes that I have already filed. The error actually decreased the amount of my refund significantly. I know I need to file a 1040x but will I get the portion of the refund I did file for in the meantime?

Best answer by bluedeb

You may get the original amount from your filed return. The IRS gets copies of all W-2's. When they match your return to the information you entered, they may send you a letter asking for the missing W-2.

You should wait until your original return is fully processed (refund received) before you amend. If the IRS does not notify you and you receive your original refund then you need to amend your return. Amended returns must be mailed.

bluedebAnswer

Employee

You may get the original amount from your filed return. The IRS gets copies of all W-2's. When they match your return to the information you entered, they may send you a letter asking for the missing W-2.

You should wait until your original return is fully processed (refund received) before you amend. If the IRS does not notify you and you receive your original refund then you need to amend your return. Amended returns must be mailed.

T

tlthomas95

Did you receive your refund?

C

Care00

Did you end up getting your refund? I have the similar situation this year. I received a w-2 for $400 that I forgot was coming but I already filed and was accepted. Just wondering if I should expect a delay in my refund.

I wonder the same

@imeldamora1 If you forgot to report a W-2 on your return, and you have already filed, it's too late to make changes to your return. There is a chance your return could be rejected by the IRS, in which case you can add the missing W-2 before re-submitting your return. If your return accepted, the income and tax withheld on your return will not agree with what has been reported to them by your employers. In this case, they will add the missing information to your return, and recalculate your taxes and send you a letter for proposed changes. If you agree you won't have to do anything. If you disagree you will have to respond to them.

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L

LindseyLO

You will need to amend your return. Help with doing so has been provided for you below.

https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-turbotax-online-return/00/27577

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C

Care00

I know I need to amend but will the irs delay my original refund?

A

AshleyA129063

Please see the following TurboTax FAQ for concerns about a delayed refund: https://ttlc.intuit.com/community/amending/help/will-amending-delay-my-original-tax-refund/01/26660#M37 @Care00

I

imeldamora1

Did you ended up receiving your full refund before amending ?

J

Juddthweatt37

I forgot a small w2 and I’m freaking out I am totally relying on my refund to get me through the next couple months and I forgot a w2 will I get my refund that I’ve filed for!?!? Everything is accepted the irs has accepted what I filed I am just waiting on the edge of my seat!!

X

xmasbaby0

Employee

@Juddthweatt37

You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.

If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.

Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

J

Juddthweatt37

I will do just that! It was years ago I had to file a 1040x but I forgot what happened as far as my original refund I do know the irs always changes but I feel I got my refund then after receiving my refund I had to file an amended 1040x I’m just a worry wart who jumped the **bleep** gun !!

M

Megshultz1

I just realized I did the same thing. Filed and forgot about a w2 I never got for like $600. I'm hoping it doesn't screw everything up. I usually compare w2s to SSA income to make sure they match up before submitting them but.. Oops..

X

xmasbaby0

Employee

@Megshultz1

You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.

If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.

Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed

The Form 1040X you need will not be available until late February.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**