Amended Return - Claim Teacher Credit, Efile

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Subject Author Date Amended Return - Claim Teacher Credit, Efile dave 07-19-2009  Re: Amended Return - Claim Teacher Credit, Efile Arthur Kamlet 07-19-2009   Re: Amended Return - Claim Teacher Credit, Efile Steve Pope 07-19-2009  Re: Amended Return - Claim Teacher Credit, Efile Arthur Kamlet 07-19-2009   Re: Amended Return - Claim Teacher Credit, Efile Steve Pope 07-19-2009  Re: Amended Return - Claim Teacher Credit, Efile Arthur Kamlet 07-19-2009   Re: Amended Return - Claim Teacher Credit, Efile Steve Pope 07-19-2009  Re: Amended Return - Claim Teacher Credit, Efile Benjamin Yazersky CPA 07-19-2009  Re: Amended Return - Claim Teacher Credit, Efile Bob Sandler 07-19-2009  Re: Amended Return - Claim Teacher Credit, Efile Mark Bole 07-19-2009  Re: Amended Return - Claim Teacher Credit, Efile Gene E. Utterback, EA, RF... 07-20-2009  Re: Amended Return - Claim Teacher Credit, Efile don 07-21-2009
Posted by dave on July 19, 2009, 1:09 pm Please log in for more thread options My daughter-in-law is/has been a school teacher since 2007. When she initially filed her Tax Year 2007 IRS return, she was unaware of the applicable teacher's tax credit. She filed that return as an E-File. I want to assist her in filing a 1040-X, to amend her return and receive that missed tax credit. Alas, I have never amended a return that was initially filed as an E-File. She has requested/received a copy of her initial Efile submission. Not being a tax "pro" - I sure do not want to mislead her, as she submits a 1040-X. Any specific guidance would be most appreciated. Thanks - for any/all advice -Dave PS-Sorry if my request is not reflective of the many "challenging" return questions, I see already answered on this forum ! -- Posted via NewsDemon.com - Premium Uncensored Newsgroup Service          ------->>>>>>http://www.NewsDemon.com<<<<<<------ Unlimited Access, Anonymous Accounts, Uncensored Broadband Access -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Arthur Kamlet on July 19, 2009, 1:12 pm Please log in for more thread options >My daughter-in-law is/has been a school teacher since 2007. When she >initially filed her Tax Year 2007 IRS return, she was unaware of the >applicable teacher's tax credit. She filed that return as an E-File. > >I want to assist her in filing a 1040-X, to amend her return and >receive that missed tax credit. Alas, I have never amended a return >that was initially filed as an E-File. She has requested/received a >copy of her initial Efile submission. > >Not being a tax "pro" - I sure do not want to mislead her, as she >submits a 1040-X. Any specific guidance would be most appreciated. You should have a copy of the tax return that was efiled. If not, you can get a free transcript, enough to be able to amend, by filing Form 4506-T. -- ArtKamlet at a o l dot c o m Columbus OH K2PZH -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Steve Pope on July 19, 2009, 2:43 pm Please log in for more thread options > If not, you can get a free transcript, enough to be able to > amend, by filing Form 4506-T. I have a question about this. If line 9, form 4506-T is "12/31/06", will that result in receiving data for 2006 returns, including any amended 2006 returns? I'm in a situation of having most of the data for a past 2006 1040X I filed; the only thing I'm missing is the date I filed it (I signed/mailed it without re-photocopying it, and without making a note of the date.) Or could perhaps I learn the date of filing simply by calling the IRS? (That sounds too simple...) Steve -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Arthur Kamlet on July 19, 2009, 3:04 pm Please log in for more thread options > >> If not, you can get a free transcript, enough to be able to >> amend, by filing Form 4506-T. > >I have a question about this. > >If line 9, form 4506-T is "12/31/06", will that result in >receiving data for 2006 returns, including any amended 2006 returns? > >I'm in a situation of having most of the data for a past 2006 1040X >I filed; the only thing I'm missing is the date I filed it >(I signed/mailed it without re-photocopying it, and without >making a note of the date.) > >Or could perhaps I learn the date of filing simply by calling >the IRS? (That sounds too simple...) Do you need to know that? If you need only the transcript for tax year 2006, since almost everyone files for the tax year ending 12/31/06, that's enough information. -- ArtKamlet at a o l dot c o m Columbus OH K2PZH -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Steve Pope on July 19, 2009, 3:17 pm Please log in for more thread options >>If line 9, form 4506-T is "12/31/06", will that result in >>receiving data for 2006 returns, including any amended 2006 returns? >>I'm in a situation of having most of the data for a past 2006 1040X >>I filed; the only thing I'm missing is the date I filed it >Do you need to know that? If you need only the transcript for >tax year 2006, since almost everyone files for the tax year >ending 12/31/06, that's enough information. So your answer to my question above is in the affirmative -- if I enter the date 12/31/06, and select form 1040 as the transcript to be retrieved, the amended return will be included in the data retrieved? Thanks, Steve -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Similar Threads Posted Re: CT Amended Return June 3, 2006, 10:03 am 706 Amended Return May 28, 2008, 4:14 pm Filing amended return ? ? ? 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