I started an amended return in TurboTax Deluxe. After confirming I'd already filed my return and I needed to amend my 2018 return, the initial update screen has a "Why did the refund monitor just change to $0?" link. At this point the refund monitor showed $5 on the first update screen, not $0 as it should. The 1040X form as displayed by the Print Center showed an incorrect AGI on line 1 column A. The incorrect AGI apparently caused TTax to calculate (rather than transfer) an incorrect original Tax Liability on line 6, column A. Likewise TTax calculated and used an incorrect value for the original return "Overpayment" on line 18.
Why? This sure looks like a bug with no easy workaround. Unfortunately, TTax doesn't show any worksheets with its calculations for form 1040X, giving me no way to find our "why" TTax was doing this so I might be able to make it work.
Since form 1040X does not appear in TTax "Forms" there is no way to trace back or override incorrect values. My solution was to make a copy of the original TTax file and use TTax to put in my corrected 1099-DIV values to get amounts for 1040X "Correct" amounts. Then I filled out 1040X by hand, entering "Original" amounts in column A from my original return, the "Correct" amounts in column C from the copied and corrected TTax return, and manually calculated "Net change" values for 1040X column B.
Assuming this is a bug, maybe this will help someone else. If it isn't a bug, I'd like to know why.
