Why is my downloaded returns with worksheet different from what i've efiled?

[catherine_nm]

After I efiled my 2021 tax returns, I logged back on to turbo tax to download my tax "with worksheets".  To my surprise that the QBI numbers were changed, and the fed refund number is changed too, because QBI deduction was changed.  When i download pdfs of my tax return only, from the Home page, it still have the same numbers that I efiled .

Would this causing problems when I file my 2022 tax return?  since there are carryover numbers from 2021 return.  What happened?  Do I need to correct anything?  This has never happened before.

Catherine

[ThomasM125 · Accepted solution]

I'm not sure what happened, but normally the return won't change on it's own. 

This could cause an issue with your tax return next year, as you may have a QBI loss carryforward. I suggest you print out the return that is different from the one you filed and compare them to see which one is correct. Then prepare an amended return to correct your return or put the return back to its original state, as is necessary, so it will be correct when it is transferred to next year's return.

[catherine_nm]

Thank you ThomasM125!

I went back to check the numbers.  The one that I originally filed was correct.  The QBI number was the only thing got changed.  I don't remember change anything,  all I did was download the returns with worksheets. 

So I'll try to log back in to put the returns to the original state.  What is the best way to do that? Any suggestions? 

[AmyC · Accepted solution]

Yes, select add a state. It won't add a state but will let you back into your return.

[catherine_nm]

OK, Thank you so much for your help!

[catherine_nm]

I finally got time to try to correct the problems. But don't know how / where to correct the number.

When I compare the downloaded returns "with worksheet" 

1040 Line 13 QBI deduction was changed from $4,497 to $423.  

Closer look on form 8995:

The original filed return Line#3 is "0" (correct). It was changed to ($20,369).  I didn't have QBI (loss) carryforward from prior year.  

Form 8995 (this is correct that I filed)

2 Total qualified business income or (loss). Combine lines 1i through 1v, 2  ($20,369)

3 Qualified business net (loss) carryforward from the prior year. . . . . . .     3.  ($0)

Form 8995 (after downloaded return with worksheets, line #3 has changed)

2 Total qualified business income or (loss). Combine lines 1i through 1v, 2  ($20,369)

3 Qualified business net (loss) carryforward from the prior year. . . . . . .     3.  ($20,369)

How do I changed this number back to it original filing?  Can you please help?  Is there way that I can go directly to  form 8995 to make the correction? Please advise.

Catherine