How to file an IRS refund adjustment on an amendment?

[xmitchj]

The IRS adjustment the amount of my refund on my 2022 return, now I need to file an amendment for an unrelated reason, where to do I note that adjustment on the amendment in turbo tax online?

[NCperson]

when you begin the amendment, the first column MUST tie to how the IRS settled your tax return, which in your case is a little different than how you originally submitted it. 

the title of Column A is "Original amount reported or as previously adjusted"

[xmitchj]

Thanks for the quick reply!  Do you know what screen I do that on with TurboTax online?  I can't find it.

[NCperson]

look for form 1040X

[xmitchj]

Thanks.  The problem is I'm not sure what section of TurboTax Online I need to update that will then reflect on line 18 of the 1040-X.

[fanfare]

TurboTax Online makes it difficult to adjust Line 18.

Maybe @Critter-3 knows a workaround.

[NCperson]

what specically did the IRS adjust? 

[xmitchj]

I didn't include an estimated tax payment I had made during the year when I originally filed the return.  I was due a refund and the IRS then increased the amount of my refund to account for the tax payment I forgot to include.

[xmitchj]

Bummer, good to know.  Thanks.

[NCperson]

@xmitchj - so you will need to adjust the estimated payments in TT to match what the IRS did.  

this is the line the IRS adjusted: 

Line 26 of Form 1040: 2022 estimated tax payments and amount applied from 2021 return . .

[fanfare]

If Line 13 Col A is "as adjusted" it should equal Line 13 Col C and Col B would be zero.

I don't know whether this would cause TurboTax to change Line 18. I doubt it.

cc: @NCperson 

 @xmitchj 

[xmitchj]

If I do that though it will increase the amount of the refund I'm getting on my amendment by the amount of the tax payment.  I've already received that estimated payment back from the IRS so just updating my estimated tax payment will over inflate the amount of my new refund.  I'm new to this but I feel like I need to update the estimated payment to reflect what I actually paid but then also make an update else where to offset that since I've already received that money back from the IRS.  Hope all that makes sense.  

I really appreciate all the help with this!

[fanfare]

The thing to do, probably, is

• undo the amendment changes
• cancel the amendment.
• revise the original return to fix the "Estimated tax" as adjusted. that's done with the "Add a State" trick.
• restart your amendment.

@xmitchj 

[VolvoGirl]

Fanfare is right.  Except first undo/delete/cancel the amended return.  Then undo any changes to our your return back to the original.  Then add the estimated payment the IRS added.   Then amend.

[xmitchj]

@fanfare @VolvoGirl Thanks, I'll try that!