Desktop TurboTax is not calculating my amended taxes correctly.

[toamendornottoamend]

When using the amended tax return function in desktop 2022 TurboTax, the calculated Total Payments/Credits Amount is the same as the Total Tax Correct Amount. This is an error and consequently brings up my full credit amount as my federal refund - which is too high. I amended my return to add an overlooked Residential Energy Credit. Even the TurboTax helpline couldn't help with this one. I'm pretty sure there is a software error. I'll do my 1040-X by hand.

[JohnB5677]

Let me see if I understand.

• You're amending your 2022 tax return because you overlooked a Residential Energy Credit.
• When you brought up the amended return the Total Payments/Credits Amount was the same as on the original return?
• When you posted the credit, it came up as the full amount for the credit, and you think it should be less.

I'm not quite sure what's happened here, but I'll state how it is supposed to work.

• When you start an amended return, your refund or tax owed should go to zero.
  • The new information should only reflect the changes that you make.
  • There is an option not covered here that will accumulate with the previous reading.
• The Energy Tax credit is not refundable, which means you must have federal tax due to take advantage of it.  Tax due is the total tax reported on your tax return.  Not the amount you owe after withholdings are taken out.

I know this is not a complete answer to your question, please contact us again and provide some additional details.

[toamendornottoamend]

Thank you for your reply. When I used the "amend" function on my tax return the amount owed/refund never returned to zero. But anyway, I found the problem. I printed and compared the proposed amended return with my original return. What I found was the amended process assumed that I had already paid my taxes owed as calculated in my original return. When I produced my original return I elected to electronically file the return but to wait until a later date to pay my additional taxes owed. In the amended return routine I was never asked if I already paid, only if I already filed - small but important distinction. To correct this omission I opened the forms view, found the 1040-X form and the line reporting the taxes owed as paid, deleted that entry and voila! That correction cured both the federal and state returns. The amended return now showed a correct refund for both the federal and state returns after the inclusion of my federal energy credit.