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CatinaT1
Employee Tax Expert

Refund monitor for an amended return not starting at zero

Are you amending 2023 or 2024?

 

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

 

  • You must first wait until the initial return is completely processed.
  • You will have to use the same TurboTax account that you used for the original tax return.
  • Once you begin your amendment, you'll see your original return.
  • The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
  • Only make changes to the areas of your return that need to be corrected.
  • You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download 

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Refund monitor for an amended return not starting at zero

I am well aware of this process.  The issue that i, and other customers are reporting, is that the value is not being zeroed out.
"The refund calculator will start new at $0 and only reflect the changes in the refund or tax due"

I am amending 2023, that i originally filed in 2024.  When the calculator does not start at $0, i have no way to know where the difference is comming from.  When i go through this process, the calculator starts by assuming i already owe $350.

CatinaT1
Employee Tax Expert

Refund monitor for an amended return not starting at zero

Ok, I see. This user has a workaround in this thread: https://ttlc.intuit.com/community/after-you-file/discussion/workaround-for-amended-returns-where-ref...

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