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Amended return - possible error in TurboTax

After filing my 2024 returns (both federal and state), and receiving my refunds, I received a 1099-R from a pension disbursement agent showing a taxable income of $657. However, on the 1040-X after adding the amount on the additional 1099-R, line 1B shows a net change in adjusted gross income of $1217. How can the AGI be almost double the amount on the new 1099-R?

Gary 

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2 Replies
BillM223
Employee Tax Expert

Amended return - possible error in TurboTax

Can you compare your original 1040 that you filed with your current return as amended? Where are the differences?

 

And did you mean line 1B? On what form?

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Amended return - possible error in TurboTax

I am trying to file an amended return (form 1040-X) after receiving an additional unexpected 1099-R.

Line 5B on form 1040-X (net change of taxable income) is almost double the amount of taxable income shown in box 2A on the 1099-R that I received after filing my original tax forms.

Line 15 (Taxable Income) on my original filing of form 1040-SR has increased by almost double the amount on the additional 1099-R.

TurboTax must be miscalculating the additional income.

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