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hansted
New Member

Turbo Tax is overstating my fed tax due

I filed my 2025 taxes I overpaid my withholding and got a refund. Note in that process there was an amount from schedule 2 line 3 that was a recapture of APTC tax credit. A few weeks latter I found that I missed a 1099-R and needed to file amended return. when I opened the amended return (before entering the missing 1099-R data) there was an amount due that matched the APTC recapture. Thus Turbo Tax is attempting to have me repay that amount again. Not sure how to address this problem.

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1 Reply
CesarJ
Expert Alumni

Turbo Tax is overstating my fed tax due

When you open an amended return in TurboTax, amounts such as the APTC recapture tax credit on Schedule 2, line 3 may appear again as due before entering new data. This can happen because TurboTax recalculates tax owed from the original return plus the changes entered, potentially reapplying credits or recaptures.

 

To address an amended return in TurboTax for a missed 1099-R, follow these steps:

1. Open your original 2025 tax return in TurboTax.
2. Select File and then Save As to create a copy labeled as your amended return.
3. Go to the Federal Taxes tab, then select Other Tax Situations.
4. Scroll down and select Amend a Return, then choose Start next to it.
5. Confirm you have already filed your original return.
6. Make the necessary changes by adding the missing 1099-R information.

After entering the 1099-R, review Schedule 2 and the APTC recapture to ensure it is not duplicated during recalculation.

If e-filing isn’t available or you want to avoid triggering reprocessing issues, you can print and mail your amended return.

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