amending federal return doesn't reset to values to 0 for federal but does for state

[krsbozo]

I see that the latest download seems to allow for the amending of a 2022 federal return. 

I am trying to add a 1099-R for a direct rollover, and in fact it shouldn't affect any of the key tax numbers. But when I start the Amending process, the values reflected on my amended form are incorrect, and they show that I should receive a refund. 

At the screen "We'll help you amend a return," the numbers reflect my initial filing, which were refunds for federal and state amounts. But after I answer that I have filed my return, and that it's 2022 that I want to amend, TurboTax shows a federal refund of $4,447 and a state refund of $0. 

So, even before I start the process, my 1040X is out of whack. I have been poking around with resetting the values to exactly match my previous values, but that seems fraught to me. It seems like a bug in the program, or a problem in my already filed return, which seems less likely, unless it's a hidden problem. 

[HopeS]

All the Forms needed to complete your Amended Return is not yet released by the IRS.

The release date is February 23rd. 

Here is some information on how to Amend:

Amending Federal Return

@krsbozo 

[krsbozo]

@HopeS 

Thank you. I will try again when the next version is released. The notification in the product said that it would be ready on February 16, so I took that as gospel. 🙂 

[fanfare]

If you did a nontaxable rollover, no amounts will change on your 1040-X if you add that in.

If you e-File 1040-X, TurboTax will resend your entire tax return.

don't waste your 1040-X e-File on a no-change return, you may need it in a month or two if you find some real error.

@krsbozo 

[krsbozo]

@HopeS 

I tried once again to amend my return, and still the values for the federal form 1040X do not reset to 0 when I start the process. The program's behavior has given me the sense that it's a difficult process to amend a return, at least in my case. I can edit all the original numbers on the form to match the original values, but that seems like a bug to me. So now I'm worried that the submission of the amended form will fail. 

I decided to go with what @fanfare  suggested, and not amend, since the 1099-R is for a non-taxable rollover, and it doesn't affect my tax owed or paid. But somehow, although I was careful, I saved or TurboTax saved for me. Now I am trying to roll back the amend process. I found steps for undoing an amended return on the TurboTax site, first the Federal, and then the CA forms. And for federal it worked. For CA, I was able to remove the X form, but at some point I clicked to transfer the reason for the amendment, and that little bit of code is embedded somewhere in my tax file. I can see nothing in the forms view for this little bit of information, but I can tell that it's there, because the CA step-by-step thinks I am amending the return. 

If you have any thoughts on how I might clear that lingering value, let me know. Otherwise, I will just leave my 2022 tax file as is, somewhat half baked. 

[SForrestLO]

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