I e-filed my 2024 federal and state tax returned in early Feb using desktop Turbotax Premier I got from Costco. Both are accepted in a couple of hours. It was all good until I received Schwab's 1099 forms on my brokage account with them. Before I filed, I did check Schwab and it showed there was no tax form. Since I also don't recall that I did any transactions myself in the account in 2024, I went ahead and filed my tax returns. However, a couple of days ago, Schwab issued some 1099 INT, DIV, and B, which would reduce about $100 federal refund and add $1 I owe to my state. I had to amend my tax returns.
I reopened my Turbotax software and it popped a window saying software updates. I just allowed the software to update. Then, the tragedy came. Now, the software can't find my filed returns (actually nothing at all, it's brand new!!!). I did several thorough searches on my hard drive for .tax2024 file. Nothing!!! I saved the original e-filed tax forms as PDF files on my cloud storage. I tried to let Turbotax import the PDF, and it didn't work after many tries even though the software says it CAN read Turbotax generated PDF. Frustrating!!!
OK. Fine! I did the amend function by inputting all data again. It generated 1040X for me but no state amended tax forms were generated (I assume $1 extra doesn't worth it?). Yet, Turbotax doesn't allow me to e-file my amended federal tax forms, saying I didn't e-file with Turbotax on the original filing. However, when I close the software and reopen it, it actually can show the status of my original e-filed federal and state tax returns as 'accepted'. In other words, somehow Turbotax does know I e-filed with them and the status is 'accepted', but the software still doesn't let me e-file my amended federal tax forms saying I didn't e-filed the original tax returns with them...
It's so frustrating to 1) lose the original .tax2024 file due to the software updates, 2) had to input all data again, and 3) not allowed to e-file amended federal tax forms.
For other users, save your .tax2024 file on cloud before any Turbotax software updates!
For Turbotax customer service, can you help me fix my problem and efile my amended forms?
