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After you file
Most people are not fully reading and comprehending the issue here, so the advice is formulaic and ineffective as it relates to the actual problem. Let me take a moment to ensure I have the issue correct.
- User files 1040 Tax return. In this original return, user lists an individual as non-dependent entry, say for claiming EIC, or some other non-dependent bearing clause. Return is accepted - no issue with dependents vs. non-dependents here.
- For reason "x", user has to file an amended return - examples include adding a 1099, etc. Bottom line, the reason and action for the amendment has NO bearing on the dependent/non-dependent portion of the return. However, upon Amending the return and thus on the 1040X, TurboTax has moves the non-dependent individual into dependent status. Why? No reason---just because.
- Unbeknownst to the user, they do their thing, add their form or whatnot, and go to re-efile the return and Ka-Bam - now, the return is rejected with Reject code 1040X-016 because "they" have changed the dependent information, and that's an IRS no-no for 1040X's.
- Newly rejected user now re-opens the return and attempts to move the newly-dependent individual back to non-dependent, as it was in the original, and finds that this is very difficult, if not impossible to do. User is in a quandary needing to file the amended return to fix problem A, but TurboTax has independently created problem B which now rejects the return.
- Newly rejected and frustrated user now turns to the community forum to seek information and procedures to fix this error, and in the forums of the program that automates and digitizes their personal taxes, is told that the only solution is to MANUALLY print the returns and PHYSICALLY change the individual from dependent back to non-dependent (as if that is an easy thing to do) and, even though they have paid for e-filing - to MAIL their amended amended return and hope that their crayons and erasers arts and crafts project that their 1040X has become will be accepted by the IRS - and they won't really know for a couple of months, because mailed amendments aren't exactly the priority right now.
- New rejected, frustrated, and now angry user reads additional comments which fail to truly understand this issue and is offered platitudes and basic advice like:
- "You can't e-file amended returns with changes in dependents" - right, you're missing the point. There shouldn't be a change in dependent status. I didn't do that. I never asked for that. The IRS didn't ask for that. NO ONE asked for that. And, I can't change it back!
- "You have to print and mail the return" - Why? Ignore that I paid to e-file. Ignore that I didn't create the problem. And, ignore that I paid for the TT product. WHY would I print and mail the return? I think I've done enough to be able to just e-file the amended return like every other individual would be able to do if they simply got a late form, or whatever.
- You contact product support...if you're lucky enough, you get someone like me who truly understands the problem. That individual attempts to seek help from product investigators above him, but is unable to do so because they also fail to understand the problem, and deny investigations because some obscure protocol wasn't followed. That same individual attempts to speak to other leaders and managers about the problem, but because there isn't one customer on the line, attached to the issue at this point (now, it's just a crusade) no one wants to deal with the issue.
I say all of this because I may or may not have experienced and/or been a part of some part of this. On my behalf, and to the degree that I have attempted to remedy this, I apologize to all those who are hitting these blockades. The product and the people are better than this. But, weird things happen in the 11th hour and the nature of customer service changes - not saying it should, but it does.
I don't have a solution - sorry for reading this long if you thought there was going to be one. But, maybe you can use my description to better and evenly explain the issue and find someone higher than I to understand and attempt to remedy this issue. I have hit continual brick walls.