Fixing and e-filing a second amended return due to TurboTax issue with estimated tax field

[Omar80]

Here's the regretful issue that happened:

I opened my Windows TurboTax Premiere 2024 to start an amended return, and I saw the top banner reset to 0 for state (CA) but the federal showed the original balance due (the balance I already paid electronically on original filing of Apr 15).

I searched these forums and found a post saying ignore this banner on amended returns since it may be incorrect. So I decided I'd ignore it and went to make the amendment, which was to add a missed field for US gov security dividends (treasuries) that got taxed on my state return. After I made the change, I saw my CA banner show a refund while federal number didn't change (as I'd expect).

When I printed the final returns in PDF, I saw these issues in the 1040-X form:

"Itemized deductions or standard deduction" had an "original amount" field that was 50 less than the actual, while the "correct amount" was the actual original amount.

"Estimated tax payments" had an original that was larger than what it actually was (no idea how or where it got that number), while the "correct amount" was the actual original amount. The net effect was a large negative net change that became "Amount you owe" (line 20).

Before I went to the e-filing steps, I got a message saying my federal taxes didn't change are you sure you want to proceed? I thought great, if it didn't change it means it sees my final number didn't change i.e. I won't get charged. So I submitted the federal by e-file followed by state.

A couple days later I got that line 20 amount withdrawn from my account! I happen to barely have enough savings to cover the overdraft of my checking....

I went back and attempted to amend a second time, and have yet been able to figure out how to make it refund that amount that was taken from me.  Besides it didn't show me an option to e-file again, and I don't want to wait months for a refund!

In summary, please help answer:

1. What is the right/best way to fix this?
2. How can I e-file it, or why is it not supported and is there any alternative to e-file a second one?

[Omar80]

I'm not sure if this is the correct way, but I went into forms mode and found this in 1040-X:

Oginal 2024 Return Payments Smart Worksheet

I put the original tax paid in line B and I put the amount the IRS withdrew in line C (Additional tax paid after return was filed). This resulted in a federal refund amount of the amount that was taken from me, as seen from the status at the top of TurboTax and on line 22 of 1040-X. The 1040 line 37 still shows my original amount owed (what I already paid) as due. The final 1040-X line 13 Estimated tax payments shows 0 for original amount (which seems odd). It shows my original estimated tax payment as "net change" and "correct amount"

When I go to Review it says "You're Done! Print and Mail Your Returns." However when I clicked on the File tab it shows "We recommend e-filing your federal return" which I didn't see or I overlooked yesterday.

However there's another issue... now my CA refund is showing a nonzero amount that's different from the one of my first amended return (which has been accepted but I've yet to get any refund). I don't want to do a CA amendment if it isn't needed, but the options under state show selections for federal and nothing for state. Does it have to be both or none?

Would buying the Live Tax Advice option allow someone to review the amended return details? I didn't get this but I see the option to buy it. I'll pay for it if this is needed to be sure of no other issues.