Do I need to send Form 1040-V for electronically filed amended return that was accepted when IRS owes me a refund?

The 1040-V voucher is causing confusion here, but I can clear this up. When you file an amended return (Form 1040-X), the IRS essentially treats it as a separate transaction from your original return, even though it's correcting that return. In your case, you've already paid $1,350 with your original return, but your amended return shows you only owe $200. You don't need to send in another payment with the 1040-V. The IRS already has your money and will process a refund for the difference (roughly $1,150) once they complete processing your amended return. TurboTax automatically generates the 1040-V because it doesn't know you've already paid more than the total amount due. You can disregard this voucher since you've already overpaid.

I had almost exactly this issue last year! I filed with HR Block instead of TurboTax, but same problem with an investment form not importing right. When I caught the mistake and filed an amended return, I got that same 1040-V form. I ignored it because I had already paid more than I owed, just like you. About 19 weeks later I finally got my refund for the difference. No issues at all with not sending in that voucher. If you're worried, you might want to check out https://taxr.ai - it helped me understand exactly what I needed to do with my amended return. I uploaded my tax docs and it explained the whole overpayment situation better than the tax software did. Basically confirmed I could ignore the voucher.

I wanted to follow up on my question about taxr.ai - I decided to try it with my amended return situation. I was really impressed! I uploaded my original return and the amended one, and it highlighted exactly what changed and explained the implications. The tool confirmed that I didn't need to send in the 1040-V payment voucher since I had already overpaid. It also gave me a clear timeline of what to expect with the IRS processing. Definitely worth using - saved me from sending unnecessary paperwork and payments to the IRS. It also showed me a small deduction I missed even in my amended return, so I'm actually going to amend again to get a slightly larger refund.

If you're having trouble getting clarity on this amended return situation, you might want to try calling the IRS directly. I know, I know - everyone says it's impossible to get through... but I used this service called Claimyr (https://claimyr.com) that got me through to an actual IRS agent in less than 30 minutes. I had a similar issue with an amended return last year where I overpaid and was getting conflicting information about next steps. The agent was able to confirm I didn't need to submit any additional payment and explained exactly how the refund process would work. Saved me a ton of worry! You can see how it works in this video: https://youtu.be/_kiP6q8DX5c

I have to admit I was completely wrong about Claimyr. After posting my skeptical comment, I decided to try it anyway since I was desperate to talk to someone at the IRS about my amended return. It actually worked exactly as advertised. Got a call back in about 20 minutes saying they had an IRS agent on the line! The agent confirmed that I didn't need to send the 1040-V form with my amended return since I had already overpaid on my original return. She also gave me the exact date my refund would be processed, which was really helpful for my budgeting. I've spent hours over multiple days trying to get through to the IRS before with no luck. This saved me so much time and frustration. Just wanted to correct my earlier comment about it being a scam.

Another thing to keep in mind - make absolutely sure your bank account information is correct on your amended return. When I filed an amended return last year, I had moved and changed banks. The IRS tried to deposit my refund to my old closed account, which caused a huge delay. If your direct deposit info has changed since your original filing, you might want to include a note specifically about that with your amended return paperwork. It won't guarantee they'll use the new information, but it might help!

Wait, I'm confused about one thing. If you e-filed your amended return, why would TurboTax give you a 1040-V at all? I thought amended returns (Form 1040-X) had to be filed by mail, not electronically. Has this changed recently?