TurboTax amended return transfers incorrect Line 7 from original return

[rxs]

I'm trying to amend my 2019 return that I e-filed with TurboTax Premier.

Before I change anything, the Federal Refund monitor already shows a positive value, not $0 as expected.

This is due to Line 7 (Credits) of Form 1040-X showing an incorrect original amount.

The original amount shown on Line 7 doesn't include the value from Line 6 of Schedule 3, coming from Form 8911.

The missing value is then shown as Net Change, even though I already received this credit when I filed my original return, and TurboTax incorrectly includes it in the value to refund in the amended return.

How can I fix this? Is it a TurboTax bug?

[Cass0317]

Please see the links below for instructions on how to Amend your 2019 tax return and additional information that will help:

• How to amend (change or correct) a return you already filed
• How does the refund math work on amendments?
• I received a refund when I filed, but now I owe taxes on the amendment. How do I handle this?

[rxs]

Hi @Cass0317 

Thanks for the links, but that was not my question.

In my case, when I start the amended return, the refund/owed amount doesn't reset to $0.

The original amount on line 7 should match my filed return but it doesn't. TurboTax then tries to claim the difference on the amended return.

I suspect this is due to TurboTax not taking Line 6 of Schedule 3, coming from Form 8911 into account when calculating the original amount.

[Cass0317]

@rxs When doing an amended return, the meter is reset to zero and may show odd numbers until all of your changes are entered. When you're finished with your changes, the refund meter shows any additional amount owed or refunded to you. This amount is in addition to your original payment or refund shown on your originally filed tax return. 

[rxs]

That's the problem, it doesn't reset to zero when I start.

When I'm finished with my changes, the expected refund still includes this additional amount that I already received in the original refund.

Original Schedule 3 of form 1040 has the following (just to illustrate, not my actual amounts):

1. Foreign tax credits: 456

6c. (form 8911): 78

7. Add Lines 1 to 6: 534

Line 13b on the original form 1040 also shows 534

When I start the amended return, before any changes, it immediately shows I'm due a refund of 78.

Line 7 of form 1040-X shows:

A - Original Amount: 456

B - Net Change: 78

C - Correct Amount: 534

I believe that Original Amount on Line 7 of 1040-X should match Line 13b on original 1040, but in this case it doesn't.

[rxs]

@Cass0317just making sure you saw my last reply