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Level 2
July 8, 2021
Question

Washington DC D-40 - amended returns not calculating original refund

  • July 8, 2021
  • 1 reply
  • 15 views

I'm trying to amend a 2019 DC return for a client.  They received a refund on the original filing, but that amount is not being added into the new calculation and the amended Net Refund is too high.  Has anyone ran into this and how do you go about fixing it?

Line 37 on the 2019 return is where the original refund shows up, but it's not subtracted from the new Net Refund.  (This is the same as line 33 on the 2020 returns).

 

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1 reply

sjrcpa
Level 15
July 8, 2021

Does your amended  2019 return have an amount on Line 37?

The more I know the more I don’t know.
sfosterAuthor
Level 2
July 8, 2021

Yes, there is an amount on line 37 - the refund that was originally paid back to the taxpayer on the original return.