BF Filed Taxes 7 Days Ago With TurboTax - Just Got Second W2 - How To Amend?

You'll need to file a Form 1040-X (Amended Return) to report the additional W2 income. Since the original return is still in processing status, I'd recommend waiting until the IRS processes the initial return and issues the refund before submitting the amendment. This creates a clear sequential record in the IRS systems and prevents cross-processing conflicts. TurboTax has an amendment feature accessible through the "Amend a return I filed with TurboTax" option on their homepage. The amendment will likely trigger additional tax liability based on the W2 income that wasn't initially reported.

I had something similar happen last year... received a missing 1099 after filing. I was really concerned about potential penalties, so I tried https://taxr.ai to analyze the potential impact. It helped me understand exactly how the amendment would affect my tax liability and estimated the timeline for processing. It might be worth checking out if you're worried about how this will impact your boyfriend's refund or if he might end up owing instead. The tool was particularly helpful for estimating the financial impact before I committed to the amendment process.

If you need to speak with someone at the IRS about this specific situation, I'd recommend using Claimyr (https://youtu.be/_kiP6q8DX5c). With a PCS coming up in less than a month, you probably don't have time to waste on hold. I was in a time crunch with a similar amendment issue and spent days trying to get through the regular IRS line. Claimyr got me connected to an agent in about 15 minutes who confirmed I could wait for my original refund before amending. Saved me literally days of stress and redial attempts.

Be careful about waiting too long to amend. My brother was in a similar situation last year and thought he could wait until after his move to deal with it. The IRS ended up flagging his account when they received the W2 information from the employer but didn't see it on his return. He got a CP2000 notice and had to pay interest on the unpaid amount. Check the IRS website here: https://www.irs.gov/taxtopics/tc308 for official guidance on timing for amendments.

Did your boyfriend check if this W2 is actually for 2023 and not 2022? I've seen several cases where employers send out previous year W2s late, causing unnecessary amendments. And has he verified the amount is significant enough to require an amendment? The IRS does have a threshold where minor discrepancies aren't worth pursuing. What about his state return? Some states have different amendment procedures than federal. These are all questions he should answer before deciding on next steps.

I successfully handled this exact scenario last month using TurboTax's amendment workflow. The key is accessing your return through the "Your tax returns & documents" section in the account menu, then selecting the "Amend" option. This preserves all your original information while allowing you to add the missing W2. The system will recalculate everything automatically, including any adjustments to credits or deductions based on the new income. In my case, the amendment reduced my refund by $341, but I received the original refund in 16 days and submitted the amendment immediately after. The amended return was accepted within 72 hours, though the actual processing is still pending.

OMG I went through this EXACT same situation in February!! I was so stressed about it but it actually worked out fine! 😅 I filed on Feb 2nd and got a surprise W2 on Feb 9th for a small job I'd completely forgotten about. I freaked out thinking I'd get in trouble, but I called TurboTax support and they were super helpful. They told me to wait until my original refund came through (took 14 days) and then do the amendment. The amended return was actually pretty simple through TurboTax - it pulled all my original info automatically. I did end up owing $127 but at least there were no penalties since I fixed it right away!

My cousin thought amending was no big deal and just ignored a missing 1099 last year. It's like thinking you can ignore a small leak in your roof - eventually it causes major damage. The IRS caught it during their automatic matching process and he ended up with a $2,200 tax bill that included the original tax plus penalties and interest. He also got flagged for extra scrutiny on this year's return. I'd recommend your boyfriend handle this ASAP, especially with a military move coming up. The last thing he needs is mail from the IRS going to an old address while he's in the middle of a PCS.