Bug in Windows Desktop TurboTax Deluxe 2022 Amending My 2022 Return

[houseOfDogs]

I was on the IRS website this weekend and happened to look at my 2022 tax transcript data there. Found that a 1099-NEC for $965 was there that I never received and did not recall at tax preparation time that any side work had been done. Because this involved buying some computer hardware and then installing, ie expenses to be deducted from the reported 1099-NEC compensation, I wished to do an amended return rather than wait for the IRS to just send a notice with an amount due on the full reported compensation.

When I started the amend process, instead of starting with the $0 tax due, and a 1040-X in the Forms view showing no differences with previous and current values the same, my previous value was $13xx less than my filed return which then started showing me owing some $2xx taxes due.

After spending an hour on the phone with the first tier of customer support getting nowhere, and when asking for a higher tier or supervisor, I was told that I couldn't be transferred because they weren't helping with amended returns until after April 15th.

In any event, I went ahead and did the change, putting in the 1099-NEC income and creating a Schedule C. When it was all in, and it showing me owing a too large tax due amount, I did find I could go to the forms mode and override the incorrect values in the 1040-X previous return to the correct amounts and then the tax due amounts and 1040-X form would be correct.

Then, when e-file an amended return failed (it said the 2022 e-file timeframe is closed) and I would need to print and mail (58 pages between federal and state) - yuck. Besides needing to get a large envelope and pay postage, I now have to hope the data gets entered correctly - all for a $67 payment to the IRS and $26 to CA FTB.

So, my questions are these:

- Does anyone at TurboTax want to pursue this bug and/or how do I report it?

- Has anyone else had problems where tax due does not start at $0 when starting a 2022 amended return?

- Is there truly no way to efile these amended returns?

[CatinaT1]

You can not e-file prior year amendments.

If you follow these guidelines, you should start at $0.

If you want to make changes or add a document to a tax return that has already been submitted, you should follow these guidelines. 

• You must first wait until the initial return is completely processed. 
• You will have to use the same TurboTax account that you used for the original tax return. 
• Once you begin your amendment, you'll see your original return.  
• The refund calculator will start new at $0 and only reflect the changes in the refund or tax due 
• Only make changes to the areas of your return that need amending. 
• You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment 

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download 

[houseOfDogs]

@CatinaT1 , my reply is in bold red italics.

You can not e-file prior year amendments.

    Ok. I have printed and mailed the amended tax return.

If you follow these guidelines, you should start at $0.

    These guidelines were followed. It did not start at $0. It is a BUG.

If you want to make changes or add a document to a tax return that has already been submitted, you should follow these guidelines. 

• You must first wait until the initial return is completely processed. 
• You will have to use the same TurboTax account that you used for the original tax return. 
• Once you begin your amendment, you'll see your original return.  
• The refund calculator will start new at $0 and only reflect the changes in the refund or tax due 

My 2022 return was created and filed with the 2022 TurboTax Deluxe Windows desktop program. It was completely processed.

I did the amended return with the same 2022 TurboTax Deluxe program (and the updates the program installed).

When the amendment process was started it immediately showed a tax due, ie it did not start at $0. This was before any changes were made. I then switched to Forms view, looked at the 1040X form, and it had different figures in the previous/current columns with non zero amounts as a difference. This incorrect difference was the source of the refund calculator not starting at $0.

I did complete the amended form to be printed by manually overwriting prior values on the 1040X so that the difference was zero and the refund calculator started at $0, and then making my changes for the amended return.

I printed my amended return and carefully checked to make sure it was accurate, and have mailed the amended return to the IRS and mailed my amended state return to my state tax agency.

I made a protected copy (anonymized) using the TurboTax 2022 Diagnostics feature for your support team to recreate the issue and hopefully get the BUG fixed. The token number is 1226830.