Other financial discussions

Thank you for responding. I tried completing the 1040X through TurboTax and identified yet another issue. Some values on the 1040X contradicted the original 1040. Not to mention that the 1040 that was to be attached to the 1040X still had the box checked. When I called them over the phone, they helped me clear it out.  The values were now matching and the check mark was gone.

 

The problem is that I dont trust the 1040X to be correct still. After it was said and done, it looks like I would owe the IRS the full amount that was supposed to be refunded to me. I am going to wait a couple more weeks before I go the 1040X route.

 

Instead, I will focus my energy in working with a Tax Advocate Service. I already have printouts of TurboTax admitting the error as well as print out of the news stories.