Federal Amendment Rejected - Dependent Issue

[CarissaM]

This would be best resolved by following the instructions here, so we can speak with you by phone. 

Edited 3/19/2022|9:42AM PST

[gbartlett80]

@CarissaM

The video link you sent is not related to TurboTax.

[Cynthiad66]

Try this:  Get expert assistance by calling us at 1-800-4-INTUIT (1-800-446-8848). In addition, the TurboTax support page provides other resource links and help tools.

@CarissaM suggested contacting TurboTax by phone and that seems to be the best solution for the question..

[zdelesde]

@Cynthiad66 @CarissaM 

I spent an hour on the phone with support a few days ago.  They didn't "get it".

This bug effects anyone who is preparing an amended return and has at least one child that's a non-dependent.

[emayn15]

I can't imagine it would be that hard for the people writing the program to fix if someone from Intuit support would ask them to look in to it.

[Algorhythm]

This links to a random YouTube video about digital doors at a Walgreens.
Unsure how that has any relation to getting service by phone.

I'm in a similar situation in that I discovered after filing that TurboTax wasn't reading information from an Amended 1099 from my broker, and therefore was incorrectly applying a $0 Cost Basis to Securities that were sold in 2021. This is the only information I changed at all in my Amended Tax Filing, nothing at all to do with my Dependents or their Care. And yet, the amended filing gets rejected because the 1040 and the 1040-X don't sync. 

The only resolution provided from he Experts here has been to mail the amended file instead of utilizing E-File. However, perhaps some advice on whether I need to manually remove the child from the 1040-X form, or manually add the child to the 1040 form, would be helpful. I'd rather not pay to mail the amendment, wait 16 weeks, only to find out that it's being rejected for the same reason the E-File got rejected, because TurboTax has a bug and doesn't populate the forms correctly.

[hashtor]

I'm having the same problem. I added a 1099-B and suddenly I can't send the amended return because of this dependent error. 

I literally did not touch any part of the dependent section (only added in stock sales). This is definition a software bug that hits people that are amending with an a EIC / Dependent care only

[hashtor]

Has anyone found a workaround? I'm thinking that I may have to mail it in but I'm worried about CP2000 mails now flowing in since I omitted the 1099-B on my original return. I'm hoping they process the amended return before those CP2000 batches go out, since there'll definitely be a mismatch. 

[emayn15]

I tried everything I could think of.  I don't think there's a solution other than TurboTax fixing it.  I gave up and saved to PDF and spent a bunch of extra time editing out the difference in Adobe, printed then mailed it out.

[hashtor]

thanks - could i just use white out and remove the new dependent info in form 1040x (i haven't fully dived into this issue just yet. At the point where i'm just giving up on electronically amending). 

[emayn15]

I'll let a CPA weigh in on that one.  Not sure what the IRS prefers.  I'm thinking since Turbotax printed it that way it's probably fine to leave it.  The box isn't checked to make it a dependent so I don't think it's technically wrong.

[hashtor]

I'll remove it and then in the explanation section state "Only amending the 1099-B section". I worry that this will get flagged in manual review for the exact same thing. 

[HeatherPLO]

@hashtor

We'd like to take a deeper look at your specific situation. Please attach screenshots, detailed instructions on where you are in the TurboTax Program and a token number. (This token number gives us your tax file with all your personal information removed)

TurboTax Online:  

Click Tax Tools in the menu to the left.

Click Tools, and then

Click Share my file with Agent.

A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.

Provide the token number that is generated onto this thread.

TurboTax Desktop:

Select Online menu if the customer is using Windows. Select “Help” if using a Mac.

Select Send Tax File to Agent.

A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent" 

Note: Desktop will save a file to your computer unless you uncheck the box.

Another message will appear. Provide the token number that is generated onto this thread.

[Critter-3]

FYI ... CP 2000 notices take 2 years to go out ... so you have plenty of time to amend the return. 

[Wenner5610]

@JamesG1 

I have the same issue with the dependents showing up on the 1040x but not the 1040 and receiving the same error code from the IRS.  Is it possible to go into Tax Tools-/Tools/Delete Form?  I would delete the form 1040 and start over?