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I mailed by Fed & State Returns, then rcv'd a 1099R. With TT help, I filed extensions. It was ack'd. Didn't hear from Gov't. Just rcv'd my Fed refund. Now what do I do?

Forum|Forum|6 years ago
June 8, 2019
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Best answer by Opus 17

You can't file an extension after you file your original return. It should have been rejected.

At this point, prepare an amended return. Add the new information. An amended return is a complete copy of your entire tax return, with the corrected information, plus form 1040X which is a cover page that summarizes the changes. Print, sign and mail the amended return to the address indicated on the instruction page. You will likely also have to file an amended state return if the 1099-R changed your taxable income. Include a check for your payment or make an online payment at www.irs.gov/payments.

You should expect to get a bill from the IRS for late fees and interest. Don't accept Turbotax's suggestion to calculate the penalty for you since it is almost always off by a few dollars and you end up getting a bill anyway. If this is the first time you have owed a penalty, you can request an abatement when you get the bill (but the interest can't be abated.)

Abatement https://www.irs.gov/businesses/small-businesses-self-employed/penalty-relief-due-to-first-time-penal...

S

SweetieJean

Employee

Why did you file an extension after you already mailed the returns? Do you need to amend?

N

ngusarmyairAuthor

Yes since I received a 1099 R after I submitted.

VolvoGirl

Employee

The extension is only for the original return which you already filed.

You will still get the first refund or need to pay the original tax due.  Then the amended return is only for the difference you get back or owe.  In fact you should not even amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.  And make sure the original refund or tax paid shows up on the amended return.  You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 22 should be your additional refund.  If you paid on your original return it will be on line 16.  If there is an amount owed with the amendment, it will be on line 20.

You have to include a check for a tax due when you mail the amended return.  Do not use any vouchers that may print out.  If you have a refund they will mail you a check.  They don’t do Direct Deposit for refunds.

How to amend an Online return   <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/replies/7276596">https://ttlc.intuit.com/replies/7276596</a>

O

Opus 17Answer

Employee

You can't file an extension after you file your original return. It should have been rejected.

At this point, prepare an amended return. Add the new information. An amended return is a complete copy of your entire tax return, with the corrected information, plus form 1040X which is a cover page that summarizes the changes. Print, sign and mail the amended return to the address indicated on the instruction page. You will likely also have to file an amended state return if the 1099-R changed your taxable income. Include a check for your payment or make an online payment at www.irs.gov/payments.

You should expect to get a bill from the IRS for late fees and interest. Don't accept Turbotax's suggestion to calculate the penalty for you since it is almost always off by a few dollars and you end up getting a bill anyway. If this is the first time you have owed a penalty, you can request an abatement when you get the bill (but the interest can't be abated.)

Abatement https://www.irs.gov/businesses/small-businesses-self-employed/penalty-relief-due-to-first-time-penal...

fanfare

Employee

you can file an extension if you mail 1040 on Monday and request an extension online on Tuesday, prior to April 15th..
You will have all the benefits of any deadlines marked " including extension"
this is probably true even if IRS has received your tax return already..