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  • Non-Processed Amended Return and Reporting AGI

    From Victor Roberts@21:1/5 to All on Tue Oct 26 19:35:02 2021
    My sister had to file an amended return for 2020 after she received
    updated information from her broker last Spring after she had filed.
    Her AGI increased by a grand total of $18.00

    Due to COVID and staffing shortages, her amended return has not yet
    been processed.

    If the amended return is not processed by the time she files her 2021
    return in early 2022, which 2020 AGI should she list? The initial AGI
    or the one from the amended return?

    I suspect the original will be accepted by the IRS computers as long
    as her amended return has not been processed.

    --
    << ------------------------------------------------------- >>
    << 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 (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

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  • From ira smilovitz@21:1/5 to Victor Roberts on Tue Oct 26 20:51:34 2021
    On Tuesday, October 26, 2021 at 7:36:06 PM UTC-4, Victor Roberts wrote:
    My sister had to file an amended return for 2020 after she received
    updated information from her broker last Spring after she had filed.
    Her AGI increased by a grand total of $18.00

    Due to COVID and staffing shortages, her amended return has not yet
    been processed.

    If the amended return is not processed by the time she files her 2021
    return in early 2022, which 2020 AGI should she list? The initial AGI
    or the one from the amended return?

    I suspect the original will be accepted by the IRS computers as long
    as her amended return has not been processed.

    --

    I believe that even after the amended return is processed, she will continue to use the original AGI for ID verification.

    Ira Smilovitz, EA
    Leonia, NJ

    --
    << ------------------------------------------------------- >>
    << 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 (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From Bob Sandler@21:1/5 to All on Tue Oct 26 22:44:53 2021
    My sister had to file an amended return for 2020 after she received
    updated information from her broker last Spring after she had filed.
    Her AGI increased by a grand total of $18.00

    Due to COVID and staffing shortages, her amended return has not yet
    been processed.

    If the amended return is not processed by the time she files her 2021
    return in early 2022, which 2020 AGI should she list? The initial AGI
    or the one from the amended return?

    I suspect the original will be accepted by the IRS computers as long
    as her amended return has not been processed.


    I believe that even after the amended return is processed,
    she will continue to use the original AGI for ID
    verification.

    Ira Smilovitz, EA

    Ira is correct. For e-filing you always use the AGI from the
    previous year's original return, even if it has been
    amended.

    Bob Sandler

    --
    << ------------------------------------------------------- >>
    << 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 (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From Victor Roberts@21:1/5 to ira.smilovitz@gmail.com on Sat Oct 30 10:53:17 2021
    Thank you.

    On Tue, 26 Oct 2021 20:51:34 EDT, ira smilovitz
    <ira.smilovitz@gmail.com> wrote:

    On Tuesday, October 26, 2021 at 7:36:06 PM UTC-4, Victor Roberts wrote:
    My sister had to file an amended return for 2020 after she received
    updated information from her broker last Spring after she had filed.
    Her AGI increased by a grand total of $18.00

    Due to COVID and staffing shortages, her amended return has not yet
    been processed.

    If the amended return is not processed by the time she files her 2021
    return in early 2022, which 2020 AGI should she list? The initial AGI
    or the one from the amended return?

    I suspect the original will be accepted by the IRS computers as long
    as her amended return has not been processed.

    --

    I believe that even after the amended return is processed, she will continue to use the original AGI for ID verification.

    --
    << ------------------------------------------------------- >>
    << 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 (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From Victor Roberts@21:1/5 to All on Sat Oct 30 10:53:35 2021
    Thank you.

    On Tue, 26 Oct 2021 22:44:53 EDT, Bob Sandler <bob_usenet@yahoo.com>
    wrote:

    My sister had to file an amended return for 2020 after she received
    updated information from her broker last Spring after she had filed.
    Her AGI increased by a grand total of $18.00

    Due to COVID and staffing shortages, her amended return has not yet
    been processed.

    If the amended return is not processed by the time she files her 2021
    return in early 2022, which 2020 AGI should she list? The initial AGI
    or the one from the amended return?

    I suspect the original will be accepted by the IRS computers as long
    as her amended return has not been processed.


    I believe that even after the amended return is processed,
    she will continue to use the original AGI for ID
    verification.

    Ira Smilovitz, EA

    Ira is correct. For e-filing you always use the AGI from the
    previous year's original return, even if it has been
    amended.

    Bob Sandler

    --
    << ------------------------------------------------------- >>
    << 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 (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)