Here's the regretful issue that happened:
I opened my Windows TurboTax Premiere 2024 to start an amended return, and I saw the top banner reset to 0 for state (CA) but the federal showed the original balance due (the balance I already paid electronically on original filing of Apr 15).
I searched these forums and found a post saying ignore this banner on amended returns since it may be incorrect. So I decided I'd ignore it and went to make the amendment, which was to add a missed field for US gov security dividends (treasuries) that got taxed on my state return. After I made the change, I saw my CA banner show a refund while federal number didn't change (as I'd expect).
When I printed the final returns in PDF, I saw these issues in the 1040-X form:
"Itemized deductions or standard deduction" had an "original amount" field that was 50 less than the actual, while the "correct amount" was the actual original amount.
"Estimated tax payments" had an original that was larger than what it actually was (no idea how or where it got that number), while the "correct amount" was the actual original amount. The net effect was a large negative net change that became "Amount you owe" (line 20).
Before I went to the e-filing steps, I got a message saying my federal taxes didn't change are you sure you want to proceed? I thought great, if it didn't change it means it sees my final number didn't change i.e. I won't get charged. So I submitted the federal by e-file followed by state.
A couple days later I got that line 20 amount withdrawn from my account! I happen to barely have enough savings to cover the overdraft of my checking....
I went back and attempted to amend a second time, and have yet been able to figure out how to make it refund that amount that was taken from me. Besides it didn't show me an option to e-file again, and I don't want to wait months for a refund!
In summary, please help answer:
- What is the right/best way to fix this?
- How can I e-file it, or why is it not supported and is there any alternative to e-file a second one?
