Thank you @AmyC for this helpful reply. Does this logic regarding updates apply to online Turbotax 2024 "Expert Assist" as opposed to desktop versions?
On further inspection, it seems that the main difference between the original tax return and the amended draft one is the calculation of the mortgage interest deduction limitation for our mortgage (which is >$750K). I didn't make any changes to the underlying 1098 from the mortgage lender, yet the calculation of the limit changed considerably and is driving the unexpected refund that is due.
Oddly, though, when I ran the numbers myself on the mortgage interest deduction limitation following the average balance method, my resulting numbers were different. When I look at the underlying worksheet in the amendment for mortgage interest deduction, it lists the same beginning/ending mortgage balance for 2024, which also doesn't make sense)...
I'm not sure what to do now since it does seem that we may be due some refund, but perhaps not as much as Turbotax is spitting out (and it is not clear to me how one overrides that?).
Thanks.
