Question
Form 1040X - how do I input that the client already received their refund and now has a balance due as opposed to receiving a smaller additional refund
I prepared a 1040X to add additional income and withholding. The 1040X correctly reflects an additional tax due. The cover letter (and info worksheet) states that the client is getting a refund (just a smaller amount than the original return) But my client has already received the original refund and now has to return a portion/ balance due (as shown on the 1040X). How do I reflect that the refund has already been received so as not to receive an additional but smaller refund? Thank you.
