file taxes and amend OR file for extension?

[taqui]

One of my K1's from a syndication will come in 4/15 or later this year. It's a pretty small investment ($25K) and will have a small overall impact on my taxes.

As it stands I am owed about $35K refund from the IRS for 2022 due to excess withholdings.

Does it make sense to file now and recoup the refund and amend my taxes after I get the K1 or file an extension?

I don't have a good sense about how complicated it is amend taxes after they are filed. I do taxes myself on Turbo Tax.

[SeattleCPA]

You ought to extend and file in a few months. You don't need to pay anything with extension if you're owed a refund.

General PSA: Don't be afraid to extend!

[CordMcNally]

Do it once and do it right is usually easiest.

[bovie]

Extend. For sure. Why wouldn’t you?

But just for informational purposes, amending is very easy.

And fix your withholding.