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Relevant context: 1 - Using Turbotax Premier Desktop 2025 for Windows. I have the latest update, as of April 4, 2026. 2 - Entered all relevant data and e-filed with IRS. Selected auto withdrawal of the owed taxes from my bank account. 3 - Received email confirmation that IRS accepted the return 4 - Now I am trying to amend this [filed and accepted] return. 5 - Opened the .tax2025 file and went through the initial steps to tell TurboTax that I want to amend this return.   Wrong, unexplained behaviour: A - The moment I completed step #5 above, and before making any data change, TurboTax told me I have a [small] refund. Should not yet happen at this point !! B - Chasing the source of that mysterious refund, I see TurboTax created a new form 1040-X [correct behavior] but it auto-populates it with unexpected data. Specifically, using synthetic numbers: C - say the original, correct AGI is $50,000 as shown on the 1040 form itself. D - However, the "Original AGI" auto populated in form 1040-X appears as $51,000, and I "paid XXXX" in taxes [this is fiction]. TurboTax also tells me the "correct" AGI is only $50,000 [which is  true] and I should have paid a little less in taxes. Thus I am due a refund !!!   If this is a little confusing, kindly take a couple minutes to read again all the details above - I tried to be as precise, clear and complete as I can.   A few calls to TurboTax support were less than enlightening. My chats included: - First agent told me I should sign up and pay for tax law expert support, because this is a tax law problem [completely bogus]. She refused to listen to my explaining that we are fighting a software issue, then abruptly told me again she cannot offer tax law advice. - Next agent took an hour to see my problem on the screen, placing me on hold waiting for some text(s) she had to send to someone else, then waiting a while for some response from an anonymous person then trying to makes sense of that 3rd party reply [who was obviously not in the loop]. No resolution. - Third agent saw the problem clearly but had to ask for the data file for further analysis by the powers to be, who would determine where this wrong behaviour comes from and whether it is indeed a TurboTax technical issue [I am [phone number removed]% convinced it is].   In summary, PLEASE BEWARE... if you have to amend your filed return, inspect carefully what TurboTax does. Trusting it blindly MAY lead to filing somewhat bogus numbers to IRS = recipe for problems.    Feel free to share your own experience in this situation. I will try to update this post if / when I receive real answers from TurboTax personnel.

So my situation is that I have a dependent child (who was 20 at the end of 2025 and is a single full-time college student). I make too much to claim any education related tax credits for them on my return.   They had $740 in earned income (no taxes were ever deducted from this amount) and $2553 in unearned income (interest + dividends - capital losses). I understand that there is no "kiddie tax" since the unearned income is not above $2700. But Turbotax is saying that they owe $0 in federal taxes when I was expecting that they would still owe a small amount.   When I go into forms mode, on their 1040, their adjusted gross income on line 11a is $3293 ($740 + $2553). And their standard deduction on lines 12e and 14 is $1350. So their taxable income on line 15 is $1943 ($3293 - $1350).   Yet, the tax amounts on lines 16, 18, 22, 23, and 24 are $0. I do not understand why this is so. Shouldn't they owe some taxes on the $1943 amount? According to the 2025 tax table (https://www.irs.gov/publications/p17#d0e49843), I would think that they should owe $194 (10% of $1943).   They do need to file a Form 8615, but because their unearned income is not more than $2700, line 3 is negative and the instructions say "If zero or less, stop; do not complete the rest of this form but do attach it to the child’s return".   They don't have any other tax credits or deductions (besides the $1350 standard deduction for someone claimed as a dependent) so I don't understand why their federal tax liability is $0. On their 2024 tax return, they did have to pay $1594 in state taxes (2024 state tax paid in 2025). Could that have something to do with this? On the 2025 Deductions and Credits screen, this is the only thing that's not $0, which lists $1594 on the "Other Income Taxes" line in the "Estimates and Other Taxes Paid" section.   I'm wondering if there's a Turbotax bug here that's not handling this situation right. Thanks for any ideas.

Hi ... I have a beneficiary 1041 Schedule K-1 which I've entered in the Federal interview.  Dividends and capital gains/losses have flowed to Federal Schedules B and D as expected.   I also have a MA Schedule 2-K1 with only interest & dividend income (Line 8).  Based on other guidance, I've entered the appropriate MA adjustment in the MA Estate/Trust portion of the interview.  This caused TT to generate a MA Schedule E with the appropriate adjustment.     My issue is that the Schedule E result is not flowing into the return to be filed.  I thought I would see it on MA Form 1.  When I generate the filed return for review, MA Schedule E is not included.   In case it's significant, the MA estate interview states: You reported income or loss from this estate/trust of $0 on your federal return.  I believe this is correct as all the K-1 dividends/gains have been reported on other forms in the Federal return.   Thanks in advance for any guidance.