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1040-X Return SNAFU

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    #1

    1040-X Return SNAFU

    My new customer (MS resident) brought in past 3 years of paper-filed returns.
    Certain deductions had not been taken for '20 that should have been.
    I prepared an amended 2020 paper return in March of this year, which he mailed to the Austin TX service center on 3-22-24.
    He apparently used USPS Priority mail & sent it to Dept of the Treasury, IRS Austin TX 73301-0052. His USPS tracking # doesn't seem to work.
    Nothing has happened since the X submission (he had received his amended state refund) so he & I called the IRS today.
    The IRS rep said they couldn't find the amended return & advised that we re-send it with a copy of the 3-22-24 mailing receipt.
    I've heard IRS is behind on paper X returns, but does this situation seem normal ? Wondering how other preparers would have handled this.
    Thanks for comments.

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    #2
    The processing of ANY paper returns by the IRS is slow.
    Are you certain your client mailed the return to the proper address for an AMENDED return?? If not. . .further delays are likely.
    The USPS mailing receipt should plainly show the tracking number. i have mailed many returns to clients, and never encountered any issues using their tracking numbers.

    Good luck!

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      #3
      My client e-filed 2 amended returns (2021 & 2022) on Feb 15, 2024. She received the refund for 21 within 3 months. But nothing on 2022. Called the IRS, but they said it was still being processed and to call back in 30 days. This repeated for a couple of months. Then finally on Oct 18 2024, When I called the IRS - they had no reason why the return had not been processed. The agent was able to 'process' while on the phone with me. Not sure where the disconnect happened - but glad this agent was responsive.

      Comment

        #4
        Originally posted by JPROSBALLC View Post
        My client e-filed 2 amended returns (2021 & 2022) on Feb 15, 2024. She received the refund for 21 within 3 months. But nothing on 2022. Called the IRS, but they said it was still being processed and to call back in 30 days. This repeated for a couple of months. Then finally on Oct 18 2024, When I called the IRS - they had no reason why the return had not been processed. The agent was able to 'process' while on the phone with me. Not sure where the disconnect happened - but glad this agent was responsive.
        MUCH simpler:
        Where’s My Amended Return? | Internal Revenue Service
        https://www.irs.gov/filing/wheres-my-amended-return
        Where’s My Amended Return will show your amended return status for this tax year or up to 3 prior years. You can check the status of an amended return around 3 weeks after you submit it.

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