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Level 2
August 4, 2023
Question

The refund that Turbotax 2022 calculates when I open the program in August is different than when I filed in April, why? Should I amend my return to claime the extra $$?

I opened Turbotax in August for the first time since filing in April, it installed some updates, and now my refund amount is much higher.  Why did this happen and should/could I file an amended return to claim that money?

5 replies

fanfare
Level 15
August 4, 2023

Always print a copy of your completed tax return for your records, and review it carefully before e-Filing.
You will need it if you are audited by the IRS, or to amend if a TurboTax update changes your return or for any other reason,

AND, to find your AGI next year.

 

@bradleysell_6 

Level 2
August 4, 2023

I do have copies of the return that I originally filed, I was more curious if this is a common thing to have the refund/payment amount change in Turbotax months after I have filed due to an update.  I wonder if I missed out on refund money in the past because of this situation.  Is filing an amended return the correct thing to do in this situation?

VolvoGirl
Level 15
August 4, 2023

What changed?  Which line?  Yes you may need to amend.  Yes updates can cause your return to change.