First the bad news:
I never resolved whatever was causing the repeatable issue using Step-by-Step as described in the bottom part of my original post. Whether it is what I am doing or the software I cannot tell. The repeatability is described above under “I created a new temporary copy of a backup of my original return to check repeatability” near the bottom third of my original post.
Now the good news:
I repeated the Step-by-Step approach that seems to involve an issue with transfer of data to Form 1040-X from my original return. I then decided to work forward from there and use the TurboTax Forms to try to fix my Form 1040-X. That did work.
Details:
- The instructions available from the IRS (https://www.irs.gov/pub/irs-pdf/i1040x.pdf) were helpful.
- At the bottom of page 5 of the PDF there is a paragraph that begins with, “You are changing amounts on your original return or as previously adjusted by the IRS.”
- That is the basic issue I have.
- At the top of page 6 of the PDF the following appears, “Column A. Enter the amounts from your original return. However, if you previously amended that return or it was changed by the IRS, enter the adjusted amounts.”
- Using the IRS instructions and TurboTax Forms I was able to fix Form 1040-X.
The work in Step-by-Step did seem to have generated Form 1040-X column C correctly, and column B appears to be calculated as the value of column A minus the value of column C for each row.
I had to make changes (peculiar to my return in some parts) to Form 1040-X column A rows 1 through 15.
- For 1040-X column A row 1 (A1) I copied the value from my original 1040 line 11.
- For 1040-X column A row 6 (A6) I copied the value from my original 1040 line 18.
- For 1040-X column A row 10 (A10) I copied the value from my original 1040 line 23.
- For 1040-X column A row 11 (A11) I copied the value from my original 1040 line 24.
- In the “Original 2022 Return Payments Smart Worksheet” for item ‘B’ I entered the value from my original 1040 line 37.
- This reflects the fact that I made an additional payment that was due with my original return.
- Form 1040-X Row 21 and row 22 now had the correct value, and the TurboTax “Federal Tax Summary” (hover cursor over numbers near top of TurboTax Window) was also correct.
- I also entered an Explanation of Changes in Form 1040-X part III.
- I ran the Federal Review, updated the AL return and then the overall review, which shows the differences between the 2020 Return and the Amended Return, which had been correct before I modified form 1040-X and remained correct after I modified form 1040-X. I do not understand how TurboTax had this part correct but the 1040-X values included errors, but it would seem that the data is obtained from different sources.
