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New Member
posted Jun 7, 2019 4:23:16 PM

1040x original amounts are wrong Why?

We have to amend the 2017 return. When you instruct the Turbo tax to amend the return, the federal box on the top shows an amount and the state tax shows zero. should the amount in the federal box also show zero. The amount that is shown is a refund and miscalculates the final result. Also the 1040X original amounts are not the amounts originally submitted. I do not believe that this is correct and probably would confuse the IRS. Please help?

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1 Best answer
Level 9
Jun 7, 2019 4:23:36 PM

When doing an amended return, the meter is reset to zero and may show odd numbers until all of your changes are entered. When you're finished with your changes, the refund meter shows any additional amount owed or refunded to you. This amount is in addition to your original payment or refund shown on your originally filed tax return. 

Please see below for further explanation on how the math works when it comes to amended returns. 

NOTE: The IRS recommends that you wait until you receive your refund (or pay taxes due) from original return before you amend your return. Then you will need to print and mail the amended return. Amended returns can't be e-filed. More details here Can I amend if I already received my refund?

How does the refund math work on amendments?
https://ttlc.intuit.com/replies/5410272

24 Replies
New Member
Jun 7, 2019 4:23:18 PM

This is a bogus answer.  I have found that when amending the original return the values go to $0 and this is correct.  When I try to amend and already amended return the value does not go to $0. This is incorrect and incorrectly calculates the taxes in the second amended return.

New Member
Jun 7, 2019 4:23:19 PM

I still need an answer as to why the values are not set to $0 on the second amended return.

New Member
Jun 7, 2019 4:23:23 PM

I had the same problem when amending my 2016 return, and sure enough, it flagged the IRS.  As soon as I select to amend my return, before I make any changes,  the1040x that is generated changes the itemized deduction value in the "original" column A.  The actual original itemized value shows up in the "correct" column C field.  Makes no sense.  I filed anyway and the IRS requested that I correct this problem.  I've downloaded the latest updates, but does not fix the problem.   Sure seems to be a TurboTax bug

Level 15
Jun 7, 2019 4:23:24 PM

Shame on TurboTax for not supporting a second amendment properly.
Shame on you for submitting a form 1040X that makes no sense.

New Member
Jun 7, 2019 4:23:26 PM

I am battling the same issue - my original amount column is NOT the original return values for AGI etc.  My amended return is ready to print so all calculations are complete, looks incorrect to me and IRS will reject my amended return.  Help! calling help desk I guess...

New Member
Jun 7, 2019 4:23:27 PM

My 1040X orig column values are also NOT equal to my ORIG filing (amended file is error checked & ready to print). Help!  The bogus answer does not address core issue.

New Member
Jun 7, 2019 4:23:29 PM

Good news, I actually did get someone from support to give me an answer that actually worked.  I had posed another question and the right answer came thru that thread.  I'll have to go back into my email and find it and post it here.

Don't trust my memory but it was something like...   Go into the first amended return and save it as tax return instead of an amended return. (you still should keep the amended since that is really what you filed).  And then you can amend that version correctly.

Level 15
Jun 7, 2019 4:23:31 PM

@johnkralles this is essentially the answer I posted way back. But I could not get it to work.
If you got it to work you should post the exact sequence of steps you used.

Level 15
Jun 7, 2019 4:23:34 PM

I had to amend a 2013 return a second time.  This is what I found.
To do a second amended return you need to use the Desktop CD/Download program installed on your computer.  You start with the first amended return and try to delete the 1040X and state amended forms.   I couldn't make that work so I had to start over with a NEW return.  You need to make a new return that would look like what the return should have looked like after the first amended.  So that will become your new "original" return. You can save the real original return with a new name and update it with the changes from the first amended return so you now have a new "original" return to start with.  Be sure to save several times along the way and make copies to work in, in case you need to start over and try again.  THEN  when you have the new "original" return you can Amend it.  You will probably need to enter all the prior refunds and/or tax due payments directly on the 1040X (and on state) using the Forms mode.  I had to enter both a tax due I paid on the first original return AND a refund from the 1st amended return.  

New Member
Jun 7, 2019 4:23:36 PM

I'm trying to file an amendment to my 2016 return.   The amended return summary is showing that I took a standard deduction originally which is incorrect, I itemized.  It is also showing an incorrect exemption $ amount.  What do I need to do to get this fixed.  It is not showing the correct net change $ amounts.  Thanks

Level 9
Jun 7, 2019 4:23:36 PM

When doing an amended return, the meter is reset to zero and may show odd numbers until all of your changes are entered. When you're finished with your changes, the refund meter shows any additional amount owed or refunded to you. This amount is in addition to your original payment or refund shown on your originally filed tax return. 

Please see below for further explanation on how the math works when it comes to amended returns. 

NOTE: The IRS recommends that you wait until you receive your refund (or pay taxes due) from original return before you amend your return. Then you will need to print and mail the amended return. Amended returns can't be e-filed. More details here Can I amend if I already received my refund?

How does the refund math work on amendments?
https://ttlc.intuit.com/replies/5410272

New Member
Jun 7, 2019 4:23:38 PM

Thanks for the reply. I understand your reply but my problem is that the federal is reset before I enter the corrections and when I enter the amendment it reduces the amount owed by a refund that was not originally calculated.

Level 9
Jun 7, 2019 4:23:39 PM

Had you initially filed a federal return? Or were you just trying to make changes before you e-filed that return?

Level 9
Jun 7, 2019 4:23:41 PM

If you had not already e-filed, you don't need to amend it, you just go back in and correct what you needed to change. But once you hit "amend" it's going to reset that meter to $0 no matter what, before you input anything else.

New Member
Jun 7, 2019 4:23:41 PM

I have a similar problem. I e-filed my return, then made some changes when I noticed an error.  However, Turbotax didn't go into "amend mode" for some reason.  Now it thinks I received a refund on my original  return when I didn't, so it's saying that I don't need to make an amendment because nothing changed.  Is there a way I can revert to the return that I actually filed?

Level 15
Jun 7, 2019 4:23:43 PM

TurboTax does not go into "amend mode" automatically.
to revert you must manually undo any changes you made..
It helps to have a paper copy of the original return you filed, which should be in your tax records in any case.

Level 3
Jun 7, 2019 4:23:44 PM

I'm also confused about the Ammend Mode.  I am amending my 2017 W2.  in which Line 12W and DD were swapped.  This really played havoc with my HSA consequence. I entered Amend Mode then I made the corrections (meter was 0 to start) and I thought this would be it but then TT started asking for all my personal info again and then asked  me to go to Deductions. Doing all this other stuff also alters the meter which makes me very uneasy about this process.   When do we exit Amend mode? After only making the necessary change or complete all the Federal and Stated Prompts. Also when I attempted to save TT tied to name the file the same as the original return but I modified the name with "_Amended".  Having to reenter original data already in the original return is asking for trouble.  Please advise.

Level 1
Jun 7, 2019 4:23:50 PM

I have a very similar problem.  TT puts an incorrect amount in line 15B of Form 1040X and it throws everything off.  I can't find where this number is being drawn from.  I may have to just do the amended return by hand as there seems to be NO way anymore to get help from TT.

Level 15
Jun 7, 2019 4:23:51 PM

How to do your own 1040X:
You must have a copy of the original tax return you want to update.

The simplest way is to prepare your correct tax return (using TurboTax for example, or other means) and print it.
Then lay the paper printouts of both returns (correct and original) side-by-side.
You now have all the information needed to prepare Form1040X by hand.
It's pretty straight-forward.

The blank form in fillable PDF format and its instructions are available at <a rel="nofollow" target="_blank" href="http://www.irs.gov">www.irs.gov</a>.
Mail to the same address you would mail your original tax return.

Level 15
Jun 7, 2019 4:23:55 PM

To amend a second time, and get the proper amounts in Column A,

you must get rid of the 1040X that applies to the first time, meanwhile keeping your revised tax return as the new baseline for the second amendment.
Amend again using the revised return as the starting point. The Form 1040X should then reflect your second set of changes.

If you are using the CD/Download version, saving to a new tax return file may be helpful.


Always make paper print copies of the original or revised before starting this.

[Update: Although it all seems reasonable, I found out this doesn't work. TurboTax won't cooperate.]

New Member
Aug 19, 2019 6:03:27 PM

I need to ammed my 2018 taxes for Adaptation check

 

Returning Member
Feb 27, 2020 4:31:37 PM

I am confused.  I started an amended 2019 return.  The fed and state refunds changed to zero...I understand this.  I added a 1099-r and completed my amended state return as well.  Numbers changed to I owe $2 for fed and will get $15 refund from state.  It asked if I wanted to print the returns and I did.  After I selected to print them the $15 counted down to zero.  Still says owe $2 and my 1040x reflects that. But my state amended return shows no refund and nothing owed. What happened to the $15? So confused.  

Expert Alumni
Feb 27, 2020 6:46:51 PM

I do not know why your return showed the $15 initially, but it would be unusual to get a state refund if you added pension income to your return. It would not be unusual for your state tax to stay the same, since pension income is often not taxable on a state return.

 

So, your return is probably correct.

 

 

Level 3
May 13, 2020 1:08:40 PM

I have read through all of these and it doesn't really answer the question.  I amended my 2018 return due to  now being able to  take the PMI deduction.  After I amended the return I noticed the "original amount" column for itemized deductions does not match the original amount on my 2018 return.  It is off by $3635.  I have zero idea why

I have gone through the original and the amended line by line.  I called Turbotax- they were of no help.