2024 amendment: changes show in TurboTax Online ($110 refund increase) but no Form 1040-X in downloaded PDF. How do I get the amendment paperwork?

Forum|Forum|1 month ago
May 26, 2026
1 reply
2363 views

Trying to amend my 2024 joint federal return (filed April 2025, accepted) to add a missed nondeductible Traditional IRA contribution for my spouse. Steps: 1. Tax Home → 2024 return → "Amend (change) 2024 return" 2. Federal → Deductions & Credits → Traditional and Roth IRA Contributions → updated spouse's total contribution and the "Jan 1 – Apr 15, 2025" portion 3. Walked through all follow-up screens (recharacterization, basis, etc.) — left everything else unchanged 4. Top of screen correctly showed an updated Federal refund (a small increase) and a slightly lower VA tax due Problem: When I download the PDF from Print Center (Tools → Print Center → both 2024 Federal + Virginia → "Just my tax return(s)"): - PDF contains Form 1040, NOT Form 1040-X - Cover page says "Electronic Filing Instructions for your 2024 Federal Tax Return" — no mention of amendment - AGI shown is the new amended value, but the refund line still shows the original refund amount (not the amended one) - No Form 760 Amended for Virginia either Never saw a File step that explicitly said "this is an amendment." The original "Filed" status from April is still showing on Tax Home. Questions: 1. Is there a step in the amendment workflow that triggers Form 1040-X generation that I might have skipped? 2. Should I close and re-enter the amendment workflow from scratch? 3. Known TurboTax Online bug for small-dollar amendments? Using TurboTax Online Premium. Thanks for any guidance.

TurboTax Online

VolvoGirl

Level 15

If the contribution is non deductible then it won't/shouldn't change your original refund or tax due. It would only increase a tax due if you went over the contribution limit.

mkhadervaAuthor

Level 2

Thanks for replying. To clarify — TurboTax actually treated the $500 as deductible (not nondeductible) because the joint AGI is below the spousal IRA deduction phaseout for 2024, and my spouse isn't covered by a workplace retirement plan. So the refund increase is the expected behavior given the deduction.

The real issue I'm trying to solve isn't about the refund change — it's that Form 1040-X isn't being generated even though TurboTax accepted my amendment edits and updated the refund figure on screen. The downloaded PDF only contains the regular Form 1040 with revised numbers, no Form 1040-X with the three-column (Original / Net Change / Correct) comparison. And no Form 760 Amended for Virginia.

Has anyone seen this — where the amendment workflow accepts edits and updates the refund on screen, but doesn't actually produce the 1040-X amendment paperwork?