Mistakes on federal tax returns are common and can be fixed. How? Amend your tax return and file it right. Tax Form 1040x is the form to use for amending your tax return. But wait, it can’t be e-filed. How do you file an amended return? Filing status, income, deduction or credits that are wrong on your tax return can be fixed with an Amended return. There is even a special WMR, dubbed the WMAR to check the status of your Amended tax return.
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Sent Amended Return using 1040, not 1040X
This 2015 tax season, I E-filed my tax returns to the state of Iowa Treasury Dept. and Federal IRS before April 15. When my 20 year-old son E-filed his tax returns at about the same time through a different tax preparer, he forgot what I had told him to do, as per my accountant and tax preparer. Since I paid 100% of his college tuition in 2014, I was eligible for a tax credit so I claimed it on my tax returns.
PROBLEM: My son claimed himself as an exemption, something he was NOT supposed to do as per instructions from my accountant, but my son must have forgotten to tell his tax preparer everything regarding what I was filing on my returns. As a result, my son’s returns conflicted with mine. His E-filing went through as filed and it was processed very quickly. My E-filing was kicked back out of the system before it was even received by either the state of Iowa and/or the IRS. Subsequently, my accountant elected to handle the amended returns for both my son and I.
PROCESS: My son’s amended returns were filed using the 1040X form. My amended returns were filed using the 1040 form since both taxing bodies never received my returns since they were kicked out before they even reached their desks. It has been three weeks since my signed amended 1040 were sent via USPS to be processed through the Las Vegas, NV IRS office.
MY QUESTION: Since I can’t access information about the progress of my returns through the “Where’s my Amended Tax Refund?” service (because the service clearly states that 1040 forms sent as amended returns are not accessible through the service), do I track my returns through the “Where’s my Tax Refund?” service? Since my tax returns are technically a “first filing”, will they still be treated as such, even when my filing corrects and corresponds with my son’s 1040X amended return? Of course, I REALLY need to get my refunds in my account as soon as possible, but I am probably going to have a wait time as long as 12-16 weeks.
STUPID QUESTIONS?: Am I eligible for a Tax Refund Anticipation Loan? Or am I just out of luck, altogether, and need to hang in limbo until one of the two checks hits my bank account (or, perhaps, lands in my mailbox in paper check format which will take even longer)? I have car repairs and auto insurance and dentures to fix and DOT fines to pay before I can even conduct job interviews that the technical institute where I attend classes has set up for me. If this is the most convoluted ‘tax returns from Hell’ situation you have ever read about, maybe I can win a prize for that distinction from somewhere by someone so I can proceed with my Life As It Is and land a GOOD PAYING JOB I’ve been working my tail end off at College to qualify for these past 18 months!!! lol
If not … I think Catch 22 is going to destroy everything I have worked HARD for just because the 12-16 week processing time couldn’t have come at a WORSE time … thanks for reading this. Thanks for any advice you might have for me. If not, thanks to the bureaucracies who may be sending me my refunds someday, sometime, somehow whenever they darn well get around to it. Oh, I could win the lottery — ooops, using what? Somebody else’s money? No way…