DenA5
Returning Member

Turbo Tax flaw

I used Turbo Tax to file my 2022 tax return.  It was a little confusing but after I filed I realized that I left out my wife's pension which was just short of $1700.  The original filing showed I had a refund of $574.  The next day I amended the initial filing and added the pension income but after completing the amendment and filing it, it showed that I had an additional $8 coming which didn't make logical sense.  $1700 additional income all other things the same. 

 

So today I went back to the original filing and selected the amendment feature and went into the income part of the software where I could enter the 1099-R pension and before I entered anything the refund amount suddenly changed from $574 to $404.  That was surprising.  After working through the amendment I looked at what would be filed and the body of the filing showed that instead of getting $574 back I should only get $174.  That made sense, but when I looked at the 1040-X it still indicated that I had $8 additional coming from the IRS.  Looking at line 18 of the 1040-X it had my overpayment from the original filing as $170 instead of $574.  I'm not sure where the $170 came from because it wasn't on the original filing.  If line 18 contained my original refund line would have been $396 that I would still owe which I think is correct with the logic of the comparing the original refund of $574 and the adjusted refund of $174 ($574-$174=$396 owed to the IRS)

 

So I don't understand the 1040-X logic and especially why the refund indicator at the top center of the program changed before I even did anything to the original return.