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StellarSurfer

Need advice on amended tax return filed by CPA before receiving initial refund!

Hey everyone, I'm self-employed for the first time this year and decided to hire a professional to handle my taxes since I didn't want to mess anything up with the 1099 situation. My experience has been a nightmare so far and I need some guidance. So my CPA filed my original return on March 12th, and it was accepted the same day showing I was due a refund of about $13,500. Great news, right? Well, not for long. Just days later, my CPA realized they entered an incorrect figure for my SEP IRA contribution based on the info I provided. With the correct numbers, my refund would be reduced by about $2,800, meaning I'd get around $10,700 instead. Here's where things went sideways - they submitted an amended return on March 19th WITHOUT my approval or signature! It was accepted by the IRS the same day. Now I'm totally stressed because I've read horror stories about amended returns taking MONTHS to process, sometimes over a year. The "Where's My Refund" tool still just shows "Accepted" for the original return - not approved or processed. My CPA hasn't been able to give me any clear answers about timeframes or what to expect. I'm really concerned that my $13,500 refund is now stuck in limbo because of this premature amendment. Any advice on what happens in this situation or what I should do next? This is a lot of money to be waiting on indefinitely.

Sean Kelly

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As a tax resolution specialist, I can help clarify what's happening with your situation. When an amended return is filed before the original return is processed, it doesn't actually create the delay many fear. The IRS has procedures for handling these scenarios. What typically happens is they'll process your original return first, potentially issuing your initial $13,500 refund. Then they'll process the amended return separately, which would result in you receiving a notice to pay back the $2,800 difference. However, if the timing is close enough, they might catch both returns during processing and simply issue the correct $10,700 amount directly. Either way, you shouldn't be stuck waiting for the full 16+ weeks that amended returns sometimes take. Your CPA should have absolutely gotten your approval before filing an amendment - that's concerning professional behavior. But from a practical standpoint, having both returns in the system is actually better than waiting to amend later, which would have created even longer delays.

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StellarSurfer

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Thank you so much for this response! It's a huge relief to hear the IRS has procedures for this situation. Do you have any idea how long I might be waiting for the original return to be processed? And should I be doing anything proactive right now or just wait?

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Sean Kelly

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The original return processing time varies, but typically takes about 3-4 weeks for e-filed returns with direct deposit. This year has been running mostly on schedule without major IRS backlogs. There's not much you need to do proactively at this point except monitor the "Where's My Refund" tool. If you haven't received any updates after 21 days from your original filing date, that would be the time to contact the IRS directly for status information. Just keep all your documentation handy, including copies of both the original and amended returns.

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Zara Malik

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After dealing with a similar nightmare with incorrect tax filings, I found an amazing tool that helped sort everything out. I used https://taxr.ai to upload my returns and get a detailed analysis of both my original and amended filings. The system actually found additional issues my CPA missed and explained exactly what was happening with my situation. The best part was getting a breakdown of what the IRS would likely do in my case - it matched exactly what ended up happening (they processed my original return first, then handled the amendment separately). Saved me weeks of anxiety wondering what was going on.

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Luca Greco

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Did they charge you for this service? I'm in a similar boat but already spent so much on my CPA who clearly screwed things up, so I'm hesitant to pay more money.

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Nia Thompson

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That sounds interesting but how accurate is it really? I mean, the IRS systems are notoriously unpredictable. Can this tool really tell you what'll happen with your specific case?

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Zara Malik

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They offer different service levels, but I used their basic review which was definitely worth it for the peace of mind alone. The cost was way less than what my CPA charged for making the mistake in the first place. The accuracy was impressive - they use actual IRS processing protocols in their system. It's not just guessing what might happen, but showing you the actual procedures the IRS follows for specific situations like amended returns filed before processing. Every prediction they made about my case timeline ended up being correct within a few days.

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Nia Thompson

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Just wanted to update you all - I ended up trying taxr.ai after my initial skepticism and wow, I'm glad I did! My situation was similar but with a business expense deduction that was entered incorrectly. The analysis pinpointed exactly where my CPA went wrong and gave me a super clear timeline of what would happen with both returns. They even provided documentation I could use if I needed to contact the IRS. The best part? My refund arrived exactly when they predicted it would - just 18 days after filing, despite the amendment being in the system. Saved me weeks of stress and uncertainty. Definitely worth checking out if you're in amendment limbo!

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If you need to actually talk to someone at the IRS about this (which you might if things don't resolve in the next few weeks), save yourself hours of frustration and use https://claimyr.com - they basically wait on hold with the IRS for you and call you once an agent is on the line. I was skeptical but you can see how it works in their demo video: https://youtu.be/_kiP6q8DX5c I spent THREE DAYS trying to get through to the IRS about my amended return situation before finding this. With Claimyr, I had an actual IRS agent on the phone within 2 hours of submitting my request, no hold time on my end. The agent was able to see both my original and amended returns in their system and gave me specific information about when to expect my refund.

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Aisha Hussain

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Wait how does this actually work? Do they somehow have a special connection to get through faster or what? The IRS phone system is literally the worst thing I've ever experienced.

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Sounds like a scam to me. Nobody can magically get through to the IRS faster. They probably just use automated dialers which is against IRS terms of service. I wouldn't trust any of my tax info with a third party service.

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It's pretty straightforward - they use a system that places the call and navigates through all the IRS prompts, then stays on hold so you don't have to. Once they reach a human agent, they call you and connect you directly. You don't give them any of your personal tax information. They don't have special access or connections to the IRS. The service just handles the waiting part, which is what makes calling the IRS so painful. You're still the only one who speaks with the agent about your tax situation. It's basically just outsourcing the hold time so you can go about your life instead of listening to the IRS hold music for hours.

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I need to apologize and correct myself. After dismissing Claimyr as a probable scam, I was desperate enough to try it when my amended return seemed stuck in the system for 5 weeks with no updates. I was completely wrong. The service worked exactly as advertised. I submitted my request around 9am, went about my day, and at 11:30am got a call connecting me directly to an IRS representative. No hold time on my end at all. The agent was able to see both my returns in the system and gave me specific information I couldn't get from the online tools. Turns out my refund was actually being processed normally but the online status wasn't updating correctly. I received my deposit three days later. I've never been happier to admit I was wrong about something!

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Ethan Brown

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One thing to consider - you might want to have a serious conversation with your CPA about their actions. Filing an amended return without your approval is not standard practice and potentially violates professional ethics standards. At minimum, they should be offering you some kind of discount on their services for the added stress and complications. If I were you, I'd also request detailed documentation of both filings and a written explanation of the error for your records.

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StellarSurfer

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You make a good point. I was so focused on getting the refund that I hadn't even thought about addressing the CPA's behavior. Would it be reasonable to ask for a partial refund of their fee? And what documentation specifically should I request beyond copies of both returns?

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Ethan Brown

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Requesting a partial refund of their fee is absolutely reasonable given the circumstances. A professional who makes an error and then compounds it by taking unauthorized action should be willing to make amends. For documentation, I would request: copies of both the original and amended returns (all forms/schedules), the written explanation of what error occurred and why, confirmation of all submission and acceptance dates from their e-filing platform, and any communications they've had with the IRS about your case. Also ask for their professional recommendation on handling potential IRS notices you might receive as a result of this situation.

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Yuki Yamamoto

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Has anyone else noticed that the IRS "Where's My Refund" tool is basically useless for amended returns? Mine has been stuck on "accepted" for 7 weeks now with zero updates.

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Carmen Ruiz

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The regular WMR tool doesn't track amended returns at all. You need to use the "Where's My Amended Return" tool instead: https://www.irs.gov/filing/wheres-my-amended-return But even that one only updates every 3 weeks and is notoriously behind the actual processing status. Calling is honestly the only reliable way to get accurate status info on amendments.

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Yuki Yamamoto

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Thanks for the link! I had no idea there was a separate tool for amended returns. I just checked and at least it's showing my amendment in the system now, though still processing. Definitely better than the black hole I thought it was in!

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