Amended return, refund due but letter says no change in tax or credits

[akjacket]

I amended my 2024 return to correct error in Required Minimum Distribution (RMD).  Original return resulted in my refund being reduced by $1418 due to not meeting RMD for one of my IRA's.  But I met my total RMD for all of my IRA's.  Error was due to glitch in TurboTax software.

Amended return showed that I was due a refund of the $1418.  But I received a letter from the IRS saying my account was adjusted but that the adjustment did not change my tax or credits.  I have not been able to get an explanation from the IRS as to why I did not receive a refund.  Any suggestions?

[JotikaT2]

If the IRS did not adjust your tax return, I suggest amending your return to reflect that the entire distribution is an RMD to remove the 25% penalty for not taking the RMD.  

Please see this link for guidance on amending your tax return.

[fanfare]

your tax or credits did not change but your RMD penalty did.

Did you amendment show a new or deleted 5329 with zero penalty and did you explain that on 1040-X Explanation ?

@akjacket 

[fanfare]

your elimination of 5329 penalty should appear on 1040-X Line 10.

@akjacket 

[akjacket]

Yes, my amended return showed a deleted 5329 and I did include an explanation on the 1040-X

[akjacket]

My elimination of 5329 tax penalty does appear on 1040-X Line 10.

[fanfare]

Call IRS and ask for an update on the status of your amendment.

@akjacket 

[akjacket]

I have done that and have spoken to 5 or 6 employees and gone into the local IRS office twice and so far have not received a response that make sense.  I did speak with a person last week who seemed to have some "snap" and thinks she can resolve the issue.  She said to wait 30 days so I am hoping for the best.