My 1040-X AGI differs from Amended Return Summary original amount. How do I fix that?
Why amend the return in the first place?
I amended my 2022 return because I mistakenly reported a short term gain of $6,020 twice. One report was provided on a 1099-B. The other report came from my input during the TurboTax interview for a K-1 for the same investment. To correct this error, I kept the imported 1099-B and removed the responses from the K-1 interview that had resulted in the mistakenly duplicated reporting of the short term gain in the original return.
What seemed to not be working as expected?
While I noticed display errors in the blue bar at the top of the TurboTax Window early on, I continued to see if I simply misunderstood what was presented for an amended return. During the TurboTax Review for my amended return, I was presented with a screen labeled as “Your Amended Return Summary”.
What indicates a problem with Form 1040-X?
I saved a PDF copy of the amended return that I am still working on. I’ll call that amd.PDF.
The problem is repeatable.
I created a new temporary copy of a backup of my original return to check repeatability.
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First the bad news:
I never resolved whatever was causing the repeatable issue using Step-by-Step as described in the bottom part of my original post. Whether it is what I am doing or the software I cannot tell. The repeatability is described above under “I created a new temporary copy of a backup of my original return to check repeatability” near the bottom third of my original post.
Now the good news:
I repeated the Step-by-Step approach that seems to involve an issue with transfer of data to Form 1040-X from my original return. I then decided to work forward from there and use the TurboTax Forms to try to fix my Form 1040-X. That did work.
Details:
The work in Step-by-Step did seem to have generated Form 1040-X column C correctly, and column B appears to be calculated as the value of column A minus the value of column C for each row.
I had to make changes (peculiar to my return in some parts) to Form 1040-X column A rows 1 through 15.
When amending your return in TurboTax, follow the on-screen prompts exactly so that it doesn't change the starting point of the return. If the as-filed AGI is incorrect on the 1040X, then you may have changed the starting point.
See this help article for steps to undo an amended return in TurboTax.
See this help article for steps to amend your return in TurboTax.
Thank you for your reply!
I neglected to mention that I am using TurboTax CD/Download software on Windows.
The link @MonikaK1 provided appears to be for the online version, but that link also provides a link to the instructions that I believe are intended.
Question: Is there any reason I cannot instead simply use the file that I backed up after my returns had been accepted?
As indicated in the image below, I have a copy that was saved 3/20/2023 when the return was accepted, and long before I started attempting to amend.
First the bad news:
I never resolved whatever was causing the repeatable issue using Step-by-Step as described in the bottom part of my original post. Whether it is what I am doing or the software I cannot tell. The repeatability is described above under “I created a new temporary copy of a backup of my original return to check repeatability” near the bottom third of my original post.
Now the good news:
I repeated the Step-by-Step approach that seems to involve an issue with transfer of data to Form 1040-X from my original return. I then decided to work forward from there and use the TurboTax Forms to try to fix my Form 1040-X. That did work.
Details:
The work in Step-by-Step did seem to have generated Form 1040-X column C correctly, and column B appears to be calculated as the value of column A minus the value of column C for each row.
I had to make changes (peculiar to my return in some parts) to Form 1040-X column A rows 1 through 15.
I have the same exact problem @Gordon3 , however, I filed the return with the IRS before I realized that the AGI on the 1040-X was incorrect. Good news: the Feds accepted my amended return (perhaps because the mistake is in the 1040-X and not the amended 1040 itself). But now, the state will not accept my amended return because they say that the expected refund on my 1040-X does not match. How do I fix this? Can I just handprint out the 1040-X and send it to the state?
PS - This error is very reproducible. All I have to do is click on amend my original return and it pops up with a refund due before I even start making changes
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