Thank you for the fast, accurate relief. Now I am true believer TB Tax is more than a software. It does have deep knowledge base.
So,
1. I don't need to spend time on that 1040X, since only 3-6 boxes are populated on W2C. Not to AMEND.
2. But to ADJUST. Going back to online TB Tax 2020 (the year in question) where I have filed for 2020 successfully
Confusing on W2C is the fact that only 3-6 are populated leads people to change online on 3-6, while actually one needs to change box 1, the one the corresponding box on W2C has missing values. This is not user-friendly on W2C requirement part, not the company. According to your response, the company did everything correct.
I did simulate while waiting for response by applying the declared difference in Box3 ("DIFF3") on Box1 online at TB tax premier 2020, saw the $ on top ~$6300, instead of previous "you owe me $1300". Let me call this version VNEW. Let me call the version I successfully filed, with $0 standing on top now, VOLD.
You suggest "print out pages 1 and 2 of " the VNEW 1040 and save for my record? Then return to VOLD status and save VOLD. Then what? Follow the stream of VNEW, confirm details, somewhere click the button SUBMIT. Eventually there ought to be address to mail my W2C +VNEW.... so to get $ back? Since we don't call it and don't do it as AMENDING by 1040X，what is the document, delivery requirement for ADJUSTING 1040 2020?
Numeric difference: the $ I paid back in 2021- $ I received in 2020 = ~$6600, while TB tax $ in VNEW is $6300, about $260 difference. Not that I care that much, but what is reconciliation here? DIFF3 aforementioned MINUS the $ I paid back in 2021 is indeed the total of differences in Box4 and Box6 in W2C.
Thanks again. This is very helpful. Just need some clarification on next steps to close out the matter.
