How to handle filing an amended tax return twice in one season - problems with timing

You actually handled this exactly right - when you receive additional tax documents after filing, you need to file an amended return, and if you receive more after that, you need another amendment. The IRS processes these sequentially, so your experience is completely normal. The IRS is currently taking about 16-20 weeks to process amended returns (Form 1040-X), so it's not surprising that the March 20th amendment hasn't been processed yet. The April 10th one won't even show up in their system until they finish processing the first amendment. For the payment from your second amendment, you might want to consider making a separate payment rather than waiting for them to withdraw it. You can use IRS Direct Pay online and designate it as a 2023 1040 payment. This avoids potential late payment penalties and interest since the tax was technically due April 15th. Going forward, you might want to consider filing closer to the deadline to avoid this problem, especially if you have investments that typically generate late forms like K-1s.

I went through something similar last year and used https://taxr.ai to help me sort through all my amended returns. What helped me the most was their document analysis tool. I was confused about how to handle my basis reporting from some crypto investments and had to do multiple amendments. The service helped me confirm I had all the necessary documentation for both amendments properly organized. It was much less stressful knowing my documents were properly sorted and that I had proof of when I received each form in case the IRS ever questioned the timing of my amendments. The digital paper trail saved me when I later got a confusing notice from the IRS.

Just wanted to follow up on my skeptical comment - I ended up trying taxr.ai and have to admit it was actually super helpful. I had a bunch of late investment documents and used it to analyze everything before submitting my amendment. The document analyzer caught that my brokerage had incorrectly reported some wash sales on my 1099-B which would have messed up my cost basis calculations. What I really liked was that it explained why each document was relevant to my tax situation in plain English. It also helped me put together a timeline of when I received each document which might be useful if the IRS questions why I had to amend. For my situation, it was definitely worth it compared to the stress of wondering if I'd done everything right.

Last year I had a similar issue with multiple amendments and spent HOURS trying to get through to the IRS to confirm they received everything correctly. I finally used https://claimyr.com and got through to an actual IRS agent in about 15 minutes. You can see how it works here: https://youtu.be/_kiP6q8DX5c Before finding this service, I spent literally days trying to call the IRS directly - either getting disconnected or told the call volume was too high. The IRS agent I finally spoke with was able to confirm they had both of my amendments in their system and gave me peace of mind even though the "Where's My Amended Return" tool only showed one of them.

I need to publicly eat my words here. After being super skeptical about Claimyr, I tried it because I was desperate to find out about my own amended return situation. Not only did it work exactly as described, but I got through to the IRS in 35 minutes after trying unsuccessfully for two weeks on my own. The IRS agent was able to see both of my amended returns in their system and explained that they process them in order, which is why only the first one was showing online. She also told me I should manually pay the additional tax I owed on the second amendment rather than waiting for them to process it and withdraw it, which saved me from additional interest charges. Considering how much stress this resolved, this service was 100% worth it.

For future reference, I'd recommend waiting until at least April 1st to file if you have investments that might generate corrected forms or late K-1s. I learned this the hard way too. Partnership K-1s especially are notorious for coming in late March or even right at the tax deadline. If you absolutely must file early (like if you need your refund ASAP), just be prepared that you might need to amend. And remember, if you owe additional tax from an amendment, interest starts accruing from the original due date, not from when you file the amendment.

Has anyone else noticed that the IRS seems MUCH slower processing amended returns this year? I filed an amended return in January and it's STILL not processed. The online tool still just says "received" with no other updates.

I went through almost the exact same situation last year! Filed in February, then had to amend twice - once for a corrected 1099-DIV and again for a late K-1 from a partnership investment. It's incredibly stressful but you absolutely did the right thing filing amendments as soon as you received the additional documents. One thing that helped me was keeping detailed records of when each document arrived (I even took photos of the envelopes with postmarks). The IRS understands that taxpayers can't file what they don't have, and the sequential processing of amendments is standard procedure. For the payment on your second amendment, I'd echo what others said about paying it manually rather than waiting. I made the mistake of waiting and ended up paying extra interest. You can use IRS Direct Pay online - just select "Form 1040" and enter 2023 as the tax year. The peace of mind is worth it, and it stops the interest clock from ticking. The 16-20 week processing time is unfortunately accurate right now. My first amendment took 18 weeks, and the second one didn't even start processing until the first was completely done. Hang in there - the waiting is the worst part, but it sounds like you handled everything correctly!

I can relate to this stressful situation! I had a similar experience two years ago when I received a late K-1 from a real estate investment trust after already filing an amended return for a corrected 1099-B. The sequential processing really is standard - they won't even look at your second amendment until the first one is completely processed. One thing I learned that might help you: when you make that manual payment for your second amendment (which I definitely recommend), make sure to include a note or reference indicating it's for your 2023 amended return. I used the "additional information" field in IRS Direct Pay to note "Payment for 2023 1040X filed 4/10/2024" just to create a clear paper trail. Also, don't be surprised if your refund or final balance takes even longer to sort out after they process everything. In my case, they processed both amendments but it took an additional 4-6 weeks for them to apply all the payments correctly and send me the final account transcript. The good news is that once they start processing, they're usually pretty accurate with the calculations. The key thing is you did everything right by filing amendments as soon as you received the additional documents. That protects you from any penalties for underreporting income, even if the processing takes forever.