1040X Line 16 - Source?

[JE867]

Hello.

I am amending my return, and entered the forgotten 1099-DIV which increased my income and taxes.  There is a number showing up on Line 16 on the 1040X, an amount that says I paid with "my extension" or paid with my original filing, or paid after my return was filed.  I didn't pay anything -- I was getting a refund and still am, although a lesser amount (I'll have to pay a little back).  This mystery amount is showing up on the 1040X that I'll need to efile, and it is deducting from the refund amount shown in green - showing it to be more than it should.  Could someone tell me the source of this entry, where I may have entered it in a questionnaire, so I can go back and investigate? I don't believe I did enter anything, but things do happen.  Thanks!

[BrittanyS]

When reviewing the amendment, you should see three columns.  Column A should be your information from your original return, column B should be your changes, and column C should be the difference.  Check which column the information is listed in.  If it is listed in Column B, this would be an entry you made.  You can follow these steps to correct:

1. Click Deductions & Credits
2. Scroll Down to Estimated and Other Tax Payments
3. Review if any entry has been made in the section

If the calculation comes from column A, you can verify the information entered into the original 1040 return.  The area to compare would be Line 17, total payments, and line 18, refund/overpayment.  

@JE867 

[JE867]

Thank you for your detailed response, but unfortunately neither of those is the issue.  Line 16 (from the 1040X worksheet) shows this payment on Line B.  But I saved a PDF of my original return and the draft of my amendment, and word searched this number.  It is not on my original return, and is only showing up on the Smart Worksheet 1040X Line 16 B, and then on Line 16 of the 1040X.  I didn't enter it.

Oddly (to me), on the 1040X, Column A changed from my original submission, so I assumed that was due to adjustments TT was making behind the scenes.    In my amendment, I only added 1099 DIV income from one additional source.  The results were that  Column A Line 1 went down from original, Line 4b went up, Line 6 went way up, and Line 15 got zeroed out (but is okay in B and C). There is also a note that says tax liability is QDCGTW on 1040X Line 6 and also on the smart worksheet. Wondering if this other method of calculation changed everything?

Can you help?  Thanks!

[ThomasM125]

For the form 1040-X  to be correct, column A has to be what was on your original tax return.  Since it is not, I suggest you either start the amended return over or change the entries to insure they match what was on your original return before you enter any adjustments . If line 16 (where you report payments made when filing the return) is wrong, then you can manually change that figure. 

[JE867]

Thank you for the explanation.  I am almost certain now there is a bug in the program.  I went in and  deleted the added 1099 DIV, and then the1040x for federal and state (took me while to find how to do state, but I was successful).  The refund numbers for federal and state did go back to the original filing numbers.  I even took a PDF print preview of all forms and worksheets and it matched the original.  I saved and exited.  All was good so far and I was feeling like I was on the right track.  Then I went back in to check it one more time, and it was all still good.  I got out.  I went back in and followed the amendment process.  I clicked "Amend a filed return".   Then I clicked "Amend".  It spun for a while.  The numbers at the top matched my original federal and state refund amounts.  All good so far.  Then I clicked continue where it said "We'll help you change (amend) your return.  I selected, "Yes, I've filed".  I selected, "I need to amend my 2022 return".  Then at this point, changes started happening and I hadn't even entered anything yet.  The state went to zero (as expected), but the federal showed a $12,000+ refund (as it did when I originally reported problems with the amendment process).  At this point, because I hadn't even entered ANY changes yet, I went to the print forms screen, and did a print preview of the entire document and all worksheets, and on the 1040X, column A and B had numbers that I do not recognize, and there is a number on line 16 of a payment that I had not made.  Again, it is doing what it did the first time I tried to amend.  And, I repeat, I did not enter ANY amendment changes except saying that I wanted to amend.  Can someone please help, or is this a reportable error? Thanks.

[ThomasM125]

You may need to clear the cache and cookies on your computer as it appears the program is not populating correctly. If that doesn't help, you can print out your return before you make any adjustments and compare it with the return you originally filed. That will allow you to determine what needs to be adjusted to get the return to it's original state. Once you get the return correct, then you can add your amendment adjustments and then manipulate the numbers in column A and B on form 1040-X as is necessary. 

[JE867]

Thanks again. Clearing the cache did not work.  It is still making adjustments that were not part of my original filing.  I will contact TurboTax Support. Appreciate your help!

[JE867]

I called TurboTax and spoke to two different support people over two days.  After uninstalling the software and reinstalling, clearing all cookies and cache, the problem still exists.  Finally support told me that this is an issue that has been there for years.  Sometimes when amending (must be rare or they'd fix it) column A populates the wrong info from the original return, even before the user starts entering amendment data.  So, I will need to override everything manually and do it on my own.  Thankfully when I do make my changes, column C is appearing correct, so I can manually enter the correct column A numbers and then figure column B from A and C.  Hoping for the best!!

[AliciaP1]

We are trying to resolve this issue going forward.  It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions: 

In TurboTax Online, go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 

In TurboTax CD/Download versions, go to the black panel on the top of your screen and select Online. 

1. Scroll down to and select Send tax file to Agent. 
2. You will see a message explaining what the diagnostic copy is.  Click send through this screen and then you will get a Token number. 

Reply to this thread with your Token number and use @AliciaP1 to start your response. This will allow us to open a copy of your return without seeing any personal information.   

We will then be able to see exactly what you are seeing and we can determine what exactly is going on.  Thank you for your assistance!

@JE867