Like 5 others before me, c'mon TurboTax, step up to fix this problem or issue refunds to everybody. You guarantee a product that does no errors and this is a big error.
Pre-amble: I have already read the two posts below. I know the refund meter is supposed to go back to zero for the amendment (so please don't post that as the answer).
https://ttlc.intuit.com/community/after-you-file/discussion/1040x-original-amounts-are-wrong-why/00/....
https://ttlc.intuit.com/community/after-you-file/discussion/turbotax-amended-return-transfers-incorr....
Doing an amendment for 2019 with TT Deluxe, TT corrupts all the numbers on the 1040X "Original Amounts" Column A, so that they do not match the original return that was filed. Why?
Here's how I attempted to amend my 2019 tax file:
1) I ran TT2019 on my laptop, and allowed the program to do any updates.
2) I opened my 2019 TT file, which had not been touched since taxes were filed about a year ago. I viewed forms to ensure numbers matched the paper TT generated and I sent to the IRS. At this point the refund meter correctly said $zero because I had elected to apply my 2019 refund to the following year taxes, so the refund was zero.
3) I selected "Other Options" and "Amend". Immediately, the refund monitor jumped to a $729 refund. I changed NOTHING and NO number was input yet and it changed, so I suspected something is broken. (This is where everybody else notes that the refund meter should correctly drop to $zero, before any amended numbers are entered.)
I entered the one number I had to amend (income on a 1099-R changed). TT generated a correct new 1040, and the GUI showed correct old and new "Adjusted Gross Income" and "Tax Before Credits".
HOWEVER...
The refund monitor continued to show a number that does NOT match the correct refund Line21a shown on the forms view of the 1040. And, frustratingly, the 1040X is not visible in the forms view, so I can't trace where the bad info is coming from. Instead the refund-meter continues to show a refund exactly $729 higher throughout the rest of the process. Regardless, I continued pressing through the buttons to check the amended return, and there were no errors.
When I printed the new amendment package to the IRS, all the "Original Amount" Column A numbers on the 1040X were corrupt and were NOT the original filing numbers as they were supposed to be. I have no clue where they came from.
The Column C "Correct Amount" numbers are correct except at the bottom where they depend on the prior over payment (Line 18), which TT again corrupted compared to the original filing.
I don't really care about the "refund-o-meter". I DO care that I can't get TT to do Col A "Original Numbers" correctly. How do I get a good 1040X from TT?
