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You will still get the first original full refund (and keep it) or need to pay the first tax due. You should not amend or change your return until you get the refund from the original return or your payment has cleared.   The amended return will only be the difference you get back or need to pay. You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 21 should be your additional refund. If you paid on your original return it will be on line 16 (but don't include any penalty on 1040 line 38). If there is an amount owed with the amendment, it will be on line 20.   Ignore any 1040V voucher that prints out and the new 1040. Those are what your return would have been if you had not needed to amend.

I followed your instructions. I put $400 for refund received, $400 for taxable amount, and $516 for total payments. In the Final Review it gives me an error:    Check This Entry: State Tax Refund Worksheet: Payments and withholding must exceed sum of individual payments. It looks like the total amount you entered from your 2023 NY tax return is less than the individual payments you made that year (estimated tax, extension payment, or payment when you filed your return). It should be higher than, or at least equal to your payments...."   I do not understand this at all. Can you please explain? Thanks!

Yes I understand the source of all the data for line 9 b   It comes from the worksheet  for the form. The problem is that the worksheet does not populate the 10 lines that support calculation of line 9b and then the entry of that number into the form.  The source data exists and I can see it. But the source data  does not self populate into the worksheet. Therefore the worksheet has no information to out into the form.  this appears to be a backend problem with bringing forward the data into the worksheet when standard deduction is selected.  can you help get this fixed ?

I'm trying to figure this out for you.  I have Windows Home & Business.  How did you get it to work in Forms mode?  I've opened Schedule A, Charity Contrib, and  Cash Contrib worksheets.  I can't find a table to sort.  And the Edit - Sort Table is greyed out  everywhere.     I was going to post a link to that other thread but see you already posted on it.  

@MR0465   As you already filed the return, the IRS will be sending you a refund so now you owe them that money back.     If you did NOT already file your return, you do NOT choose amend.  You just fix the return and file.  Only once you filed your return would you have to file an amended return.   You can wait till the earlier of 4/15 or the refund date from the IRS to pay your balance due.   Make sure to wait till your return is processed by the IRS before sending the amended return in or it can cause confusion.  

I doubt they will.   90% of companies these days and the people that work for them are dishonest and incompetent.  This tax year with these simple (and yes they are simple) crypto changes have really highlighted this.   Thing is they don’t care about disappointing customers anymore.     27 years with TurboTax and and I am absolutely done. 

Following the 1040/1040SR Wks: Tax Exempt Interest was very confusing so I went to the IRS and google. I have added 1099INT box 8 to 1099DIV box 12 .  No K-1s, S corps, or Estate & trusts.  I have subtracted 1099INT box 11 and 1099INT box 13. I have added 1099OID box 11.  The total of the above is over $400 less than TT's 1040 line 2a and there is no entry or combination of entrys that come to that amount. TT verbiage where 2a comes from is not helpful.  There needs to be a smart worksheet that shows the dollars and cents that make up the total on 2a along with the sorce for each dollar.

@jkraeft1082   Your New Jersey tax identification (ID) number has 12 digits. If you have a Federal Employer Identification Number (FEIN) assigned by the Internal Revenue Service (IRS), your New Jersey tax ID number is your FEIN followed by a three-digit suffix. If you do not have a suffix, enter three zeroes.  

To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444 If you started your tax return in TurboTax Free Edition (Form 1040 with limited credits; roughly 37% of taxpayers qualify), you won't need to clear and start over. You can select Switch to Free Edition instead. In the Turbo Tax Free Edition, information that you can enter is limited now.  Why do I have to upgrade from the Free Edition? https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379 Or try the IRS Free File program https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free A couple reasons it could be saying you need to upgrade…. You might be seeing this because of form 8959, that goes to Schedule 2. The amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding. I read a post that said to try leaving the cents off of the Medicare tax on your W2 box 6. Box 6 has to be exactly 1.45% of box 5 or less. If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the Retirement Savings Credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.

 @ThunderousWatcher  my first question is does your employer know you live in NJ ?  You should have taxes withheld from your paycheck for NJ, and if the employer will not, then you must pay estimated taxes to NJ.  There is a safe harbor you can choose that New Jersey taxpayers with taxable gross income exceeding $150,000 ($75,000 for married/civil union partner, filing separate) meet the safe harbor exception for the underpayment of estimated tax if the total amount of all payments of estimated tax made on or before the last date prescribed equals 110% of last year’s tax pursuant to N.J.S.A. 54A:9-6(d)(3). Safe harbor rules allow taxpayers to avoid underpayment penalties by paying either 100% of their previous year's tax liability or 80% of their current year's tax liability , whichever is smaller, through withholding and timely quarterly estimated payments. Payments are required if you expect to owe.  So safe bet is to set estimated taxes based on current year income and make sure to pay at least what you owed this year if your employer will not withhold.   Note you can always redo the estimated taxes if you find that you are working less hours in NY.  Just make sure to say when you redo the estimates, the amounts you already paid in.   The next issue is if your employer did NOT withhold NJ, did they report your W-2 with NJ as the state of income, often there is a Federal, NY and NJ W-2.  If not during the NJ interview you will have to adjust your income.  NY and Federal income are normally the same, NJ is normally higher.  NJ state wages (Box 16) are normally higher than federal wages (Box 1) because New Jersey does not allow deductions for pre-tax health insurance, commuter benefits, or non-401(k) retirement contributions (like 403(b) or 457 plans). NJ taxes many items that are exempt for federal purposes, making Box 16 generally higher. The interview will ask you about these so make sure to add them in if your employer did not report NJ wages.   You were correct to do the non-resident tax return first.  Then you complete NJ.  During the NJ interview if you had a W-2 for both NY and NJ, there will show a list of double taxed income and you will have to remove the NY wages so you are not taxed on both. If there is only 1 wage listed, you should not have to, again you will have to add the health insurance and retirement amounts back in if there is not a w-2 for NJ.   I hope this helps.  

Thanks for the info, very helpful.  I will go with option 3.  This is a TRUE scholarship (not employer assistance) as I was not required to work for it. I had to apply for and was awarded the scholarship. Only a handful of us, who were part of this summer program, were awarded the scholarship, in addition to our salary.   Social Security and Medicare taxes were also taken out of the scholarship.  Is there a way to get those taxes refunded?