I e-filed in May 2021 for 2020 and received a refund. Later, I discovered a 1099-R that I forgot to file and have attempted several times to use TT to amend. Both my financial advisor and my CPA have told me the tax liability should be my normal tax rate + 10% penalty for taking distribution early (code 1D). Using TT to amend, the Fed total resets to $0 as it should but then calculates a 42% tax (48% total factoring in state tax). This is not correct. I spent 2 hours with "Danielle" on 8/25/21 to no avail. She offered a refund on my purchase and even that wasn't resolved satisfactorily. Can anyone in this community of experts help? TIA!
