Tax refunded - What would you do?

In September, I uncovered a 1099 that I had not reported, so I sent a letter to the state tax department that said:
Begin quote: = = = = = = = Dear Sir;
After filing our tax return we discovered a previously-unreported 1099 that consisted of •    Additional $4,646 in dividends (Additional tax = $247) •    Additional $355 in capital gains distribution (Additional tax = $18)
•    Total additional tax = $265 •    Six months interest on late payment = $9 •    Total due (enclosed) = $274
Signed (both wife and I signed and put our tax-id numbers) End quote. = = = = = = = = = No tax form, just the above letter. I enclosed a check which was deposited within 3 days. Yesterday, I received a refund check from the state's tax department for $274.
As a side note: I sent a similar letter to the IRS, but because the tax did not change, no check was enclosed. I never heard from the IRS.
--
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You should file an amended return, not send a letter. The IRS has a form 1040X for this, I'd expect your state has something similar.
How is it that this only affected your state tax and not your federal tax?
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Barry Margolin
Arlington, MA
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On 10/19/2018 11:23 AM, NadCixelsyd wrote:

well, simply submit amended returns! (Isn't the fed. form 1040X ? available on-line
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On 10/19/2018 11:23 AM, NadCixelsyd wrote:

Your state probably did exactly as they should. Your letter likely did not meet the requirements of an amended return so it wasn't processed as one. The check was properly credited to your existing, non-amended return and when the state's computers noticed an apparent over-payment you were sent a refund.
The correct thing for you to do is to file a proper amended state return. After all, you do still owe the money. There is no point in filing a no tax change 1040X unless you hear from the Feds.
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On 10/19/2018 11:23 AM, NadCixelsyd wrote:

. With several hundred "users", the IRS can hardly respond to e-mails or whatever. Simply file amended tax returns ---the feds even provide a form for that. (1040X ??)
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