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    #16
    Once more: Why AMEND?

    Originally posted by Bees Knees View Post
    ...The original return was correct, and it was processed correctly. They simply failed to follow the rules on issuing a stimulus check....
    How do you know this to be a fact?

    It was my impression that the Soc Sec income information was included on the appropriate line of the original paper-filed return. Assuming that statement is, in fact, correct, one would think a follow-up letter or telephone call referring to the error should resolve the problem. Could the data entry person at the IRS simply not have failed to enter the Soc Sec number(s)?

    Perhaps I'm very old school, but I always thought the purpose of an amended return was to CHANGE, i.e. amend, information from what was originally shown on a properly filed tax return, hence my original comment. What exactly was "changed" in this instance??

    OTOH, if the original paper tax return did not show the gross/taxable amounts of the Soc Sec benefits received, then I could clearly see a reason to prepare a Form 1040X.

    FE

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      #17
      I encountered this question when I had to try and correct the IRS error on the stimulus return I mentioned earlier in the thread (IRS had missed a significant digit in the SocSec income entry on a return which had a small amount of AGI and no TI - their entry showed $1,970 in SocSec income when we had actually reported $12,970).

      I concluded that the 1040X wouldn't suffice because it doesn't have a line to report the SocSec income to begin with. I simply submitted a copy of the original "Stimulus Payment" return & marked it "Duplicate", along with a cover letter explaining to IRS where they made the error & requesting that theu correct their records.

      Don't know if the way we handled it will make any difference, but if the taxpayer gets the stimulus check this year I'll come back & update. Otherwise I guess we will need to submit a 2008 return and claim the credit.

      (On reflection, maybe I should have cc'd the taxpayer's congressperson on the letter, but it's too late to go back)
      "The only function of economic forecasting is to make astrology look respectful" - John Kenneth Galbraith

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