@HopeS
I tried once again to amend my return, and still the values for the federal form 1040X do not reset to 0 when I start the process. The program's behavior has given me the sense that it's a difficult process to amend a return, at least in my case. I can edit all the original numbers on the form to match the original values, but that seems like a bug to me. So now I'm worried that the submission of the amended form will fail.
I decided to go with what @fanfare suggested, and not amend, since the 1099-R is for a non-taxable rollover, and it doesn't affect my tax owed or paid. But somehow, although I was careful, I saved or TurboTax saved for me. Now I am trying to roll back the amend process. I found steps for undoing an amended return on the TurboTax site, first the Federal, and then the CA forms. And for federal it worked. For CA, I was able to remove the X form, but at some point I clicked to transfer the reason for the amendment, and that little bit of code is embedded somewhere in my tax file. I can see nothing in the forms view for this little bit of information, but I can tell that it's there, because the CA step-by-step thinks I am amending the return.
If you have any thoughts on how I might clear that lingering value, let me know. Otherwise, I will just leave my 2022 tax file as is, somewhat half baked.
