What Happens if You Electronically Filed Tax Returns and Mailed Them Too?

Filing taxes can be a complex process, and electronic filing was designed to simplify it. However, mistakes still occur, such as submitting both electronic and paper versions of the same return. This can create complications within the IRS system. Understanding the implications of dual submissions is key to avoiding delays or issues.

When a Return Is Considered Duplicative

A tax return is considered duplicative when the IRS receives multiple submissions for the same tax year from the same taxpayer. This often happens when both electronic and paper returns are filed, causing processing challenges. The IRS flags these cases, as taxpayers are expected to file only one return per tax year.

The IRS uses unique identifiers, such as Social Security numbers, to detect duplicates. When a duplicate is found, the first return received is processed, while subsequent submissions undergo review. This review may delay refunds and require verification from the taxpayer. The IRS typically sends a notice, such as a CP01A, to inform taxpayers of the issue and request further information.

Duplicate submissions often result from misunderstandings, such as believing an electronic submission failed and mailing a paper return. To prevent this, taxpayers should confirm their submission status using the IRS “Where’s My Refund?” tool or their e-filing service provider.

Common Issues That Cause Rejections

Several problems can cause an electronically filed tax return to be rejected. Incorrect personal information, such as mismatched Social Security numbers or names, is a common issue. This often results from typographical errors or discrepancies with IRS records. Accuracy in these details is critical, as even minor errors can lead to rejection.

Using outdated tax forms or software is another frequent problem. Tax laws and forms are updated annually, and using outdated versions can lead to non-compliance. Taxpayers should ensure their software reflects the latest tax code changes, including applicable deductions, credits, and rates for the 2024 tax year.

Income reporting errors also cause rejections. These include omitting income from a W-2 or 1099 form. The IRS cross-references reported income with employer and other entity submissions, flagging discrepancies. Taxpayers should carefully review all income sources to ensure accurate reporting.

Correcting Mistakes if You E-Filed

If errors occur in an electronically filed return, the IRS provides ways to address them. The IRS e-file system often identifies errors during submission, allowing taxpayers to correct them before filing. For example, if a deduction amount is incorrect, the system will flag it for review.

Once a return is accepted, errors that impact tax owed or refunds require filing an amended return using Form 1040-X. This form must be submitted in paper form with supporting documentation. For the 2024 tax year, amended returns are generally due three years from the original filing date or two years from the date the tax was paid, whichever is later.

Underreported income can lead to additional liabilities, penalties, and interest. Interest accrues from the original filing deadline until the tax is fully paid, with a 2024 rate of 5% annually, compounded daily. Penalties, such as the failure-to-pay penalty, accrue at 0.5% per month on the unpaid tax, up to 25%.

Potential Audits or Reviews

Submitting duplicate returns—whether accidental or intentional—can increase the likelihood of an IRS audit or review. The IRS scrutinizes these cases to ensure compliance and verify accuracy. Correspondence audits, conducted primarily by mail, often require taxpayers to provide documentation supporting their reported figures, such as receipts or bank statements.

More intensive audits, like office or field audits, occur less frequently but involve a detailed review of financial records. These are typically reserved for cases with significant discrepancies, such as underreported income or improper deductions. For instance, if a taxpayer’s reported income deviates substantially from industry norms or prior filings, the IRS may conduct a field audit.

Refund Delays and Communication

Filing both electronic and paper returns can lead to significant refund delays. The IRS processes returns in the order received, and duplicate filings often undergo additional review. This process can take weeks or months, as the IRS verifies the accuracy of submissions and screens for potential fraud. For taxpayers relying on refunds, these delays can be frustrating.

Communication with the IRS is crucial to resolving delays. Taxpayers may receive notices, such as a CP80 or CP12, requesting additional information or clarifications. Promptly responding to these notices with the necessary documentation can help expedite resolution.

IRS tools, such as the “Where’s My Refund?” tracker or IRS2Go app, allow taxpayers to monitor their return status and identify issues early. In some cases, direct contact with the IRS via phone or at a local Taxpayer Assistance Center may be necessary. Taxpayers should have all relevant documentation, including copies of both electronic and paper submissions, ready to facilitate resolution. While the IRS has worked to improve response times, delays are common during peak filing seasons. Patience and persistence are often required to navigate these challenges effectively.