I filed my 2023 taxes on February 1st thinking I received all my tax forms. Unfortunately, I received a 1099-DIV form late and am trying to file an amended return.
My Federal refund was $850 and State refund was $373 on the original return.
I went thru all the steps in Turbotax for the amended return and ran into 3 issues:
1) The 1099-DIV form had federal taxes withheld. As a result, I'm now supposed to get $51 in federal refund. However, the State refund amount didn't change even though State taxes weren't withheld. I'm not sure if this is correct?
2) I e-filed my original return but now TT is telling me I can't e-file my amended return because I didn't e-file my original return. How do I fix this so I can e-file my amended return?
3) The new refund amount (separate from the original refund), after entering the 1099-DIV is $51 (fed). However, TT is now asking me how I want to receive my $901 ($850+$51) refund even though the Federal Refund amount shown in the black box at the top shows $51. This must be a glitch in TT?
Thanks a bunch for helping out!
