Pymnt made w/ 2020 Extension omitted from1040 but no refund indicated on 1040X.

[katrenco]

Fed Extn pymnt doesn't carry to TurboTax cover letter, "Your federal amended tax return shows you are due a refund of $0.00", tx form shows no amt to be refunded. Is this because amts under Deductions&Credits don't carry over when Standard Deduction is taken?

[fanfare]

Forget about the cover letter.

Check your 1040-X carefully before SUBMIT and verify that your extension payment is included on line 16.

[katrenco]

The payment is not recorded on line 16 (shows 0) or any other line.

[katrenco]

The State Amended return is correct, shows the amount of the State Extn pymnt being due as a refund, but not the Fed 1040X.

[katrenco]

When creating the 1040X & at the section  where the Standard Deduction is recommended, it shows the amt of the standard deduction & underneath that amt it states that a refund of  $____.__ is included.  That refund amt is correct but it doesn't carry through to the 1040X.

[fanfare]

"Pymnt made w/ 2020 Extension omitted from1040 "

If it is not on form 1040, there is nothing to carry over to 1040-X.

You have to revise your form 1040 to include the payment made with request for extension of time.

[katrenco]

Revise the form 1040?  Isn't that what the 1040X does? 

I think I'm not understanding this.  There was no Extension amt shown on my original State return, either, but that was able to be corrected with an amended State return created and filed through Turbo Tax.  Why doesn't the Federal 1040X make the same correction for the 1040?

Is this an Intuit/TurboTax software design flaw or is the same true if I file the 1040X outside of TurboTax?  If I don't file through TT, will the 1040X be sufficient to correct the original 1040 then? 

Surely, I must be misunderstanding something, yes?

[Critter-3]

Stop ... don't amend for the missing extension payment ... wait for the IRS to process the filed return as this is an error they often catch on their own.  

[fanfare]

@katrenco 

" Isn't that what the 1040X does? "

Step 1 - ensure 1040 shows what you filed originally.

Step 2 - Start amendment with the appropriate AMEND command.

Step 3 - revise your 1040 Tax return.

Form 1040-X will REFLECT the changes you made on 1040.

When mailing, you do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return.

BUT as

Critter-3  said,

IRS computers should get your overpayment back to you, eventually.

Amended returns take many months to process.