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Ethan Moore

Urgent advice needed! CPA filed amended tax return too early - will this delay my refund?

I've never been a contractor before and this is my first year as a 1099 worker. I decided to hire a CPA since I wanted to make sure everything was done correctly, unlike my previous tax returns which were pretty basic. My CPA e-filed my original return on March 15th, and it was accepted the same day with an expected refund of about $13,500. Shortly after filing, my CPA discovered they had entered an incorrect amount for my SEP IRA deduction based on the information I provided. This error means instead of getting $13,500 back, I'll actually only get around $10,800 (I'll owe about $2,700 of my original refund amount back to the IRS). Here's where I'm panicking - my CPA submitted an amended return on March 22nd, which was accepted that same day, but they did this without my approval or signature! I hadn't even received my initial refund yet when they filed the amendment. Now we're reading online that amended returns can take 16+ weeks or even over a year to process. I'm really worried my $13,500 refund is going to be stuck in limbo for months. The "Where's My Refund" tool still just says "accepted" - not approved or processed. My CPA hasn't been able to give me any clear guidance on timeline or what we should do next. Any advice would be SO appreciated since this is a significant amount of money we're waiting on!

Yuki Nakamura

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This situation is frustrating but not necessarily a disaster. When a CPA files an amended return before the original return is processed, it basically goes into a queue that the IRS will handle after the original return. The IRS typically processes original returns first, then deals with amendments. So there's a good chance you'll still receive your original refund of $13,500, and then later have to pay back the $2,700 difference when they process the amendment. Check your bank account regularly - many people receive their refunds even when the Where's My Refund tool hasn't updated yet. The "accepted" status just means they've received your return, not that they've finished processing it. As for your CPA filing without your signature - that's concerning and technically not proper procedure. CPAs need client approval before filing amendments. You might want to have a conversation about their protocols to prevent this from happening again.

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StarSurfer

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Does the IRS really process the original return first even if they know an amendment is pending? I've always heard they just put everything on hold once an amendment is filed.

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Yuki Nakamura

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Yes, the IRS typically processes the original return first in the normal queue. Their systems aren't integrated well enough to automatically flag and hold original returns when amendments come in. This is why many tax professionals advise waiting until you receive your original refund before filing an amendment. That said, if a human reviewer happens to notice both returns in the system, they might flag it for review, but this is relatively uncommon during the busy filing season when most returns are processed automatically.

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Carmen Reyes

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I went through something similar last year and https://taxr.ai really saved me a lot of stress! I had an issue where my accountant made a mistake on my return and filed an amendment that complicated everything. I was constantly checking the IRS website but getting nowhere. The taxr.ai system analyzed my tax documents and explained exactly what was happening with my original and amended returns. They showed me the timeline I could expect and what actions I needed to take. Plus they gave me personalized documentation I could use if I needed to contact the IRS myself. Honestly it's worth checking out in your situation because they specifically handle complex situations like amended returns that were filed too early.

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Andre Moreau

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How exactly does taxr.ai work? Do you upload your tax documents to them? I'm always nervous about sharing my financial info with random websites...

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Does it actually help make the IRS process your return any faster? Seems like they'd just tell you what you already know - that you're stuck waiting for the IRS to do their thing.

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Carmen Reyes

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You upload your tax documents through their secure portal, and their AI analyzes everything to identify the exact situation and provide guidance. They use bank-level encryption and security protocols, so it's as safe as filing your taxes online through any major tax software. No service can make the IRS process returns faster, but what taxr.ai does is give you clarity on your specific situation. They explain what's happening, provide estimated timelines based on current IRS processing data, and give you documentation to use if you need to follow up. The peace of mind from understanding exactly what's happening with your money is what made it worthwhile for me.

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Andre Moreau

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Just wanted to update that I tried taxr.ai after asking about it and I'm really glad I did! My situation was similar - CPA made a mistake and filed an amendment before my original return was processed. The taxr.ai system analyzed my documents and showed me that my original return was still being processed normally. They provided documentation explaining my situation that I could reference if needed. Their timeline projection was spot on - I received my original refund about 3 weeks after using their service, despite the amendment being in the system. They also showed me exactly what would happen with the amendment and when I could expect to receive the notice about paying back the difference. Made the whole situation way less stressful knowing what was actually happening instead of just refreshing the IRS website constantly.

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I had almost the same issue last year! After waiting on hold with the IRS for HOURS multiple days in a row and never reaching anyone, I found https://claimyr.com through a YouTube video (https://youtu.be/_kiP6q8DX5c). Basically they call the IRS for you and wait on hold, then call you once they have an IRS agent on the line. I was super skeptical but desperate since I had $12k stuck in limbo with an amended return situation. It worked amazingly well - they got through to the IRS when I couldn't, and I was able to talk directly to an agent who explained my situation. Found out my original refund was still being processed normally and would arrive in about 2 weeks, which it did. The amended return would be handled separately later.

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Mei Chen

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Wait, how does this actually work? Do they have some special line to the IRS or something? I don't understand how a third party can call on your behalf.

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CosmicCadet

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This sounds like a scam honestly. The IRS won't talk to anyone but you about your tax return because of privacy laws. How would some random service get around that?

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They don't have a special line - they use technology to navigate the IRS phone system and wait on hold so you don't have to. When they reach an agent, they connect the call to you, so you're the one actually speaking with the IRS. They're not talking to the IRS on your behalf - that would indeed violate privacy rules. They're basically just handling the hold time, which can be 2+ hours. Once you're connected, it's a direct conversation between you and the IRS agent. You provide your own verification info just like if you had called yourself. I was skeptical too, but it's basically just a sophisticated call-back service.

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CosmicCadet

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I need to follow up about Claimyr. I was the skeptical one above, but I was desperate with my own tax situation so I tried it. Completely changed my mind. They really do exactly what they say - they navigate the IRS phone tree and wait on hold, then call you when they've got an agent on the line. I waited 15 minutes instead of 3+ hours, and got to speak directly with an IRS rep who explained everything about my refund status. For my situation (different from OP but also involving an amended return), the agent confirmed my original refund was still being processed normally and would arrive in about 10 days, which it did! The amendment will be processed separately later. Honestly I can't believe I spent weeks stressing and trying to call the IRS myself when this service exists. Definitely worth it when you're dealing with thousands of dollars in limbo.

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Liam O'Connor

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Have you tried contacting the Taxpayer Advocate Service? They're an independent organization within the IRS that helps taxpayers resolve problems. This seems like exactly the kind of situation they'd be able to help with - especially since your CPA filed an amendment without your approval.

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Ethan Moore

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I hadn't thought of the Taxpayer Advocate Service. Do you know how I would contact them or if there's a long wait time to get help? My CPA hasn't mentioned this as an option.

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Liam O'Connor

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You can call them directly at 877-777-4778 or find your local office through the IRS website. Wait times vary depending on the time of year - right now during tax season they're busier than usual, but still worth contacting. Start by explaining that your CPA filed an amended return without your authorization before your original refund was processed. Be sure to mention the significant amount of money involved ($13,500) as they prioritize cases involving financial hardship. They may not be able to speed up processing dramatically, but they can often give you accurate information about what's happening with your return and make sure it doesn't fall through the cracks.

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Amara Adeyemi

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Your CPA messed up twice - first with the incorrect SEP deduction and then by filing an amendment without your approval. I'd seriously consider finding a new tax professional next year...

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100% agree. A CPA should NEVER file anything without your signature/approval. That's a major red flag and possibly against professional ethics standards. I'd report them to your state's board of accountancy.

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