rpu
New Member

After you file

I also ran into this bug in TurboTax 2022.  When I began to amend a return, the program incorrectly included an amount on line 13 of Form 1040-X (estimated tax payments).  It added that amount to the refund amount I had originally received.  That sum was then shown on Overpayment Smart Worksheet for line 18 (overpayment) on the 1040-X form.  I corrected the problem by entering zeros on line 13 and correcting the line 18 entry to match the refund from my original return.

 

Example.  Line 13 = 3800.  Original refund = 200.  Result. Overpayment amount on line 18 worksheet 4000. Impact. Calculation would have had me paying a corrected tax amount PLUS 3800!

 

Correction. Changed Line 13 = 0.  Overpayment worksheet line A = 200. Line 18 - 200.  (This can only be done in Form View.

Needless to say, I chose to print the corrected filings and mail them rather than trust that the electronic version would retain my corrections.

 

This may be coincidence, but I had inadvertently recorded estimated tax payments made to the state in the federal lines in an earlier draft of my return.  I corrected that problem before filing, but I wonder whether TurboTax had a scratchpad behind the scenes that did not zero those fields out.

 

-=Rich=-