The refund that Turbotax 2022 calculates when I open the program in August is different than when I filed in April, why? Should I amend my return to claime the extra $$?

[bradleysell_6]

I opened Turbotax in August for the first time since filing in April, it installed some updates, and now my refund amount is much higher.  Why did this happen and should/could I file an amended return to claim that money?

[fanfare]

Always print a copy of your completed tax return for your records, and review it carefully before e-Filing.
You will need it if you are audited by the IRS, or to amend if a TurboTax update changes your return or for any other reason,

AND, to find your AGI next year.

@bradleysell_6 

[bradleysell_6]

I do have copies of the return that I originally filed, I was more curious if this is a common thing to have the refund/payment amount change in Turbotax months after I have filed due to an update.  I wonder if I missed out on refund money in the past because of this situation.  Is filing an amended return the correct thing to do in this situation?

[VolvoGirl]

What changed?  Which line?  Yes you may need to amend.  Yes updates can cause your return to change.  

[bradleysell_6]

I honestly haven't look at the return in depth, I just noticed when I opened the program in August (eFile was originally done back in late March or early April) the refund amount it listed was significantly higher.  I clicked through the error checker and it said everything was good so I am a little confused.  Other than going line by line with my filed return and what it is computing now and see what changed, how else can I figure out the reason?

[fanfare]

"Other than going line by line with my filed return and what it is computing now and see what changed, how else can I figure out the reason?"

There's no other way.

Sometimes Intuit will send a message to affected tax filers if a problem has been found in previous versions.

@bradleysell_6