Amending my 2024 returns but I get no change in income

dkjk5657 · ‎October 22, 2025

I'm attempting to amend my 2024 federal/state returns to account for an incorrect IRA distribution. Both returns were accepted and processed some time ago.

Part of the IRA distribution was nontaxable, but on the original return I listed it as all taxable. The correction should result in a considerable reduction in gross income. However after correcting the relevant 1099R input, there's no change in income or taxes listed in the final 1040X summary.

Any ideas what's wrong with my process or the software?

Mike9241

we are unsure why you say the distribution is not taxable. if you made non-deductible contributions to your IRA you should have been filing form 8606 each year. then the non-taxable portion is the nondeductible contributions you made to all IRAs divided by the account value of all IRAs at year end times the distribution amount. If you have a different situation, please clarify.

dkjk5657

As I stated, part of the IRA distribution was post-tax money, but we neglected to account for that when filing the original return, and listed it all as taxable.

Regardless, my concern isn't the tax law, but rather getting Turbotax Premier Desktop to account for the reduction in taxable income in the amendment.