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Level 3
August 15, 2023
Solved

Amending a Return where taxpayer already received refund

  • August 15, 2023
  • 1 reply
  • 15 views

I am amending a tax return where the client has already received their refund. The amended return doesn't reflect the fact the taxpayer received the refund and shows a similar refund amount. How do I reflect the refund already paid out in the amended return so that I can show the correct amount due?

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Best answer by jaygar

Thanks, TaxGirl3.

I didn't realize that Proconnect already took into account that the client had received their refund. I ran the "Check Return" and it showed the full refund and thought that was how the Amended Return would be filed, but when I previewed the forms, the 1040X properly accounted for the already received refund and showed the net difference.

I didn't have to make any changes or adjust anything.

1 reply

Level 5
August 15, 2023

Federal amended?  1040-X, Line 18.

jaygarAuthorAnswer
Level 3
August 15, 2023

Thanks, TaxGirl3.

I didn't realize that Proconnect already took into account that the client had received their refund. I ran the "Check Return" and it showed the full refund and thought that was how the Amended Return would be filed, but when I previewed the forms, the 1040X properly accounted for the already received refund and showed the net difference.

I didn't have to make any changes or adjust anything.