When I created my federal return, I had an issue with the $300/600 charitable donation in addition to the standard deduction. However, I did get it to work and filed my federal & state returns (or at least I thought I did). Received a 1099 I had forgotten about. So I'm trying to amend my return. However, turbo tax is not recognizing my original input for the charitable donation (does not appear in the original return values) and tries to add the full value again in the amended return. Any suggestions - other than to create the 1040-x outside of turbo tax?
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Just to clarify - yes, the returns were filed.
What I am assuming, from what you have said, is that TurboTax - when filing your original return - had added in the $300/600 charitable donation deduction to your standard deduction (after some extra work on your part).
And now that you are filing your amended return, in order to add in a 1099 that you accidentally left off of the original return, TurboTax is trying to add that same deduction to your amended return.
TurboTax is right to do that. Your amended return should be identical to the original return that you filed except for the addition of the one 1099 that you are adding. All the other deductions and income should stay on there.
Hi! Not quite. My original federal return shows line 12A as $25,100. 12b is $300. My amended return has $25,100 in 12A and $300 in 12b. However, the 1040x has only $25,100 in line 2 column A Original amount. It has $300 in line 2 Column B Net Change. If the final tax is calculated from the revised 1040 and Column B net change taxes are simply the difference between the original tax and the revised tax, then it may simply be a display issue. But if the change in tax is calculated from column B then I am concerned it is not correct.
@BER18 No, that doesn't sound like a display issue. The net change for that $300 should be zero because it appeared on the original return. If you are working in the desktop program you need to make sure that the $300 appears in column A as well as B in order to calculate correctly.
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