Amended Return is Completed - But confused by the IRS wording

[Bob in Plano]

@fanfare 'TurboTax Online makes this difficult.'

I'm not sure how your above quoted statement is supposed to be helpful. 

Using TurboTax online should not make it difficult if TurboTax actually does what it is advertised to do without these bugs and glitches messing stuff up, causing customers the need to file 1040X amended tax returns! 😠 

[fanfare]

"and no advice has helped or been meaningful "

Okey-Dokey

@Bob in Plano 

[Bob in Plano]

@fanfare  - Honestly, other than the exchange prompting me to check and double-check figures and reconfirming it all, no change or resolution came from this thread from the time I started the thread...

@fanfare - If you start at the beginning of this thread and read every post I think you'll agree there was no progress made that benefited me in my search to resolve my problem that was actually caused by two bugs or glitches in TurboTax's system. 

Now, let me be clear - I appreciate anyone trying to help, but as I'm sure you will agree, if the advice is not helpful it is likewise not useful, so it is not worthwhile. 

Obviously, I was hopeful to gain at least some degree of understanding about such things as why I had blanks instead capital loss carryover amounts on my Schedule D, and also why an imported 1099-INT interest was duplicated, doubling the amount of that interest and inappropriately increasing my income - with both of these problems necessitating that I file a 1040X amendment to correct them - - though only one was corrected and a refund given,  and as you know the other has not been corrected (as far I as know) and no refund has been given.  It's really not that hard to follow this thread and realize that I have not been helped...

That's no disrespect to you or anyone else, the TurboTax community forum is just not meant to respond to anything more than the very basic of needs and definitely not provide answers to what I was asking about, which happens to be  more than basic stuff because my problems were due to bugs or glitches that  people like you have no clue what caused the problem or how to fix it - other than recommend to the customer to file a 1040X amendment to correct TurboTax created problems. Really?

Sadly, I think a lot of TurboTax customers look for more help than the so-called experts are usually capable to provide.  In most cases you get what you pay for!   

It's really meaningless and quite ludicrous and unnecessarily sarcastic to tell a customer they are responsible for submitting an accurate tax return when they are dealing with problems caused by TurboTax . In multiple past years the TurboTax  system has always auto-filled certain Schedule D lines correctly with remaining capital loss carryover amount, so the fact of the matter is that an existing long-term TurboTax customer should be able to count on and expect the same to happen in future  years, year after year. That should be a fair and reasonable expectation with any continuously provided service. In legal terms that is referred to as 'reasonable expectations'. In that regard, it's pretty crass to throw out the accusation it's the customer's fault something caused a mess and a big headache when it was TurboTax that was at fault. The community 'experts' seem to have a view that 'it ain't our fault'...and since we have no clue how to fix it I'll just tell you to file a 1040X amendment or maybe a 1040X amendment No.2...  I'm not the only long-term TurboTax customer that feels this way...     

Okey-Doke?      

[Bob in Plano · Accepted solution]

@fanfare & @Mike9241 & @VolvoGirl 

I’ll tell you what I think would have been both helpful and meaningful. It would not have helped me solve my problem immediately, but it sure would have helped to make me feel better that the same problem I'm facing now won't happen again – as well as making me feel better that the TurboTax community can indeed provide something really helpful and meaningful for TurboTax users.

The following is a way for you to help me and to help others that is truly meaningful.   

If a so-called ‘expert’ here on the TurboTax community would have said to themselves;

You know, this guy has a problem that was clearly caused by a bug or glitch in the TurboTax system. He has even provided proof with a partial image of his actual Schedule D with blanks in place where his capital loss carryover figures should have been auto-filled. I would be troubled by this too if I was him. And, I too would have been confused and upset by having to file a 1040X amendment to get it corrected. And, I’d be looking for a way to get my $661 refund this problem has caused too.

So, what can I really do as a TurboTax Community 'expert' to help?

I know what I can do about this that would be helpful and meaningful and make him feel better. And, hopefully what I can do makes this problem never happen again. I personally cannot offer him any absolute assurance his problem will be fixed but I most certainly can report it to the responsible people at TurboTax so they can look into it and hopefully fix it.  And, maybe I can even get a case number to give this guy so he can have some reasonable understanding that I’ve provided a degree of help that is truly meaningful!     

That @fanfare, is how to make yourself helpful and your actions meaningful! 😁

Anything less is simply meaningless! 

[Bob in Plano · Accepted solution]

Well, here's an update on my issue:

After a lengthy phone conversation with an obviously very experienced and efficient, 'all-business' IRS agent (and him adding succinct and specific notes on my account) I was told to resubmit my 1040X amended tax return again without any changes being needed - except for me to add a note in the Part ll 'explanation' box. My explanation note explains that my original 1040-SR tax return was completely void (blank lines) of my remaining Capital Loss Carryforward amount - of which $3,000 of that carryforward amount should have been available for my 2023 tax return. This omission resulted in me paying $661 too much tax, for which I am requesting an adjustment resulting in a refund of $661. 

According to the IRS agent the omission of my remaining Capital Loss Carryforward amount on my original 1040-SR appeared to have generated the rejection of the adjustment I had requested in my 1040-X amended tax return, which was intended in part to correct this Capital Loss Carryforward issue and to refund $661 the adjustment would provide me.

The IRS agent spent numerous minutes throughout the phone call reviewing both my original 1040-SR and my 1040X amended tax return I had mailed in - and I was told by the IRS agent that me re-filing the same 1040-X amended tax return again with no changes - except for my added notes in the Part ll 'explanation' box - (along with the IRS agent's succinct notes he added to my account) should provide the adjustment I'm seeking to use the allowed maximum $3k of my Capital Loss Carryforward, which will result in a $661 refund finally being paid to me.

The IRS agent told me the apparent glitch in the TurboTax software that caused the complete omission of my Capital Loss Carryforward on my original 1040-SR tax return was what likely caused this very frustrating problem that has taken many months for me to resolve. He seemed to think that me re-filing my 1040X again with my added explanation, along with his concise notes he added to my account, will finally take care of this matter.

I realize that TurboTax offers customers the means to self-prepare their tax return and that it is the responsibility of the taxpayer to review and check the return for accuracy before filing it, however for numerous past years TurboTax has always auto-filled my Capital Loss Carryforward amount on my tax returns and I had reasonable expectations for that to happen again with my 2023 tax return. The TurboTax software glitch that completely neglected to auto-fill my remaining Capital Loss Carryforward on my 2023 tax return has not been a pleasant experience for me. I just hope it doesn't happen again!