Jump to content
ATX Community

8879 for 2019 amended return?


Margaret CPA in OH

Recommended Posts

I am finishing an amended return to e-file and notice that Form 8879 is not indicating the refund amount is the difference between the originally filed return and the amended amount.  In fact, it has added together the original refund PLUS the additional refund.  Ideas?  I cannot find anything online.  Guess I thought, foolishly, that when ATX and IRS gave this the go ahead, there would be an additional or updated form authorizing ERO's to e-file the 1040X.  Or am I completely missing something (entirely possible!)?

Link to comment
Share on other sites

It makes sense that the full refund amount is shown because the program does not know that the first refund was actually sent by the IRS. I am not sure if there is a  place to state that the first amount was received and you must enter it on the 1040X so that 8879 is updated and shows correct amount. 

Link to comment
Share on other sites

Pacun, the amount previously received is on the 1040X, Line 18, as required.  So the amount shown on 8879 is for the previous overpayment as well as the additional amount. 

schirallicpa, your question is exactly mine.  One would think that to be the case whether or not the original was e-filed from ATX as the one I have was not.  I suppose I could override the amount on the 8879 just to show the client and reflect the figure on 1040X, but I am afraid to try to select 1040 to e-file as the software may choose that.  Wish this was really ready!

  • Like 2
Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...