TurboTax produces erroneous refund when amending 2020 Tax return because TT built-in includes a UCE deduction that is TWICE as much as when I originally filed.
my casual research....
Remember, 2020 was that COVID year...
I was unemployed, we file joint (30+ years), I had unearned unemployment income over 10200, and my spouse worked.
My original form (a PDF stored) shows a -10,200 on line 8, schedule 1 d
When I filed, my estimated taxes were split between refund and future taxes.
Then in 2021, the IRS sent an unexpected refund - I had no idea why...
So, today, it's 2023. I want to amend my taxes,
I open up the 2020 TT file and the schedule 1, line 8 is now -20400. I contrast it to my original filings PDF and it shows my AGI is off.
When I open an amendment, before any changes - it shows I am due a refund that equates to the supplemental IRS refund received after my filing/refund.
Here is the pain-point - I fetch my 2020 transcript from the IRS has my original filing including the -10,200 deduction. I don't see any reference to the extra refund.
Here is my logic... After I filed, the IRS ruled that community property states should get double the deduction. It's a guess. But I can't justify it because my form clearly shows spouse income and no 1099-G for the spouse.
If I want to file, I'll get a refund instead of a payment.
TT is broken. (There is no way to override the UCE deduction!)
Is the IRS broken? Uh, anyone have an opinion? I bet they won't remember anymore than anyone else...
