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New Member
posted Apr 7, 2021 9:31:56 AM

Problem with 1099-X

I made a mistake in my original 1099-SR form, and had to amend it.  I was able to get the Amended return finished, but, on checking it, I found some wild inaccuracies, and had to edit it by hand

I can find no place on the TurboTax web site to report a problem

0 4 489
4 Replies
Level 15
Apr 7, 2021 10:43:59 AM

Do you mean a 1040?

 

What problem?

New Member
Apr 7, 2021 12:34:54 PM

You're right, it was 1040-X

The problem is that after making the amendment, the value shown on Line 6-Column B (Tax Liability-Net Change) was echoed on Line 22 (OverPaid) and Line 23 (Amount to be Refunded).  In my case it was shown as a $418 Refund.  When I manually calculated it, I owed $3,744.

Another strange thing is that my Payment Voucher shows the correct Amount, which I will be paying

Level 15
Apr 7, 2021 3:55:56 PM

Don't submit an incorrect Form 1040-X or you will have twice the mess on your hands.

New Member
Apr 8, 2021 11:35:13 AM

Thanks, I assumed as much.  I hand-corrected it before I will send it