On May 1st, I called TurboTax back. The agent promised to call me back later in the week to try to continue to troubleshoot (after we already spent nearly two hours on the phone) and find a solution but they never did. Be aware, these agents cannot escalate the problems if they cannot help you resolve it (be prepared to contact BBB). I tried everything from updating my MacOS, uninstalled library files, installing all software updates for Turbo Tax, reinstalling TurboTax for my Desktop, restarting my modem and everything else I've been asked to do.
Today I finally called back (I figured after a few software updates the Intuit SWEs could fix the problem) and spoke to a third representative, this time by the name of Justin. Now he definitely had more depth of knowledge than the first two. We tried everything from above. I've been thoroughly patient....He understood basic logic and quickly saw that there was a glitch due to the TurboTax software in the file itself (see below). There was no user error!!!
When I started the amendment process, I had created a duplicate of my original file. This is the one I have been trying to troubleshoot with agents. A previous agent had me duplicate my amended file (didn't fix the problem) but never the original file. However, while on the phone with Justin, I decided to operate out of the original file (no duplication) and had to redo my amendment but luckily it wasn't that painful. This led to success. TurboTax recognized that I only needed to e-file my federal amendment and allowed me to process my payment. Unfortunately, once you perform an amendment the summary on the left side of the software stays locked onto the amendment figures. The only way to revert to the original tax return data is to delete the 1040X form. At this point you can make a duplicate of the file and save one without the 1040X.
I like to file my own taxes because they aren't overly complicated but seriously, Intuit, get it together.
