Amend a return that the IRS has already adjusted?

[ljd-94]

Need to amend my 2018 taxes which should be pretty straightforward BUT:

1. When I originally filed, the IRS caught that I had under-counted my estimated taxes and sent me the correct refund.
2. Now I need to amend that return for a mistake with the 1095-As (didn't know we got two). When I try to amend the filing in TurboTax 2018 Amend, I can't get it to recognize that the IRS has already refunded the under-reported estimated taxes.

Here's the problem/question:

1. Do I include the amount the IRS refunded me already in the 1040-X as a change to the original filing?  Technically, it is a change to the filing. But the IRS has paid back some a big chunk of that change already.  Don't want them to think I'm asking for it again.
2. If I don't need to include the refunded estimates in the 1040-X, how can I do that in TurboTax?  I've tried 2 approaches, neither of which works:
   1. change in 2018 Amend.  Anything new shows up as a change on 1040-X
   2. Change the estimates paid in TurboTax 2018, print & save file as if I was going to mail to the IRS. Uninstall TurboTax, install 2018 Amend and then amend from there.  This doesn't work either: TurboTax recognizes that the originally submitted filing didn't include the estimated taxes, so ends up the same as if I did everything in 2018 Amend.

Sort of at a loss.  Like to get this cleaned up.  In all cases I get additional refunds so no penalties pending.

Anyone have any ideas?

[AnnetteB6]

Since you are using an installed version of TurboTax, open your original tax return and save it under a new name (using the File, Save As function).  Then, edit that 'new' tax return to match the corrections that the IRS already made with the estimated taxes.  Your ultimate refund amount should include your original refund plus the amount that the IRS sent when they made the correction.  

Process this return as a 'file by mail' return so that the tax file will close and appear that it was a completed return.

Then, come back to that same file and amend the return to make your additional corrections.  That way the corrections for the 1095 are being made to the current IRS version of your return and not your original filed return. 

Just make yourself some notes about the situation so that you remember why there are multiple tax data files saved for your 2019 tax return.

@ljd-94

[ljd-94]

Thank you Annette,

I've done as you said and both worked on a separate file and made extensive notes.

Also, you are completely right that the amount reported on the 1040-X should include the amount that the IRS already adjusted.  Late last night I found that on this IRS site (here ) in the section labelled "Purpose of Form" where it states:

"Change amounts previously adjusted by the IRS. However, don’t include any interest or penalties on Form 1040-X; they will be adjusted accordingly."

Thank you again for taking the time to reply!

[ljd-94]

So here's the result:

TurboTax desktop software will NOT change a value on a previously e-Filed return even if you change it and say that you want to mail it in, saving as a new file.  I've tried multiple times and when I go to amend the return, no matter what I've done, it ALWAYS shows ALL changes made to the return after the original eFile as amended values on the 1040-X (meaning: original e-filed  amount is in 1040-X Column A and there is a change value in column B). 

The IRS is pretty clear that that isn't correct if they've adjusted an amount - Column A on the 1040X is to include your previous filing and any prior adjustments.  It even says that at the top of the column. TurboTax just doesn't seem to want to do that.

Guess I'll have to fill out my 1040-X manually.