Dear all,
I’m looking for help understanding an issue while amending my 2025 tax return in TurboTax.
My original return shows a $3,978 refund.
However, I realized I forgot to include a 1099-B for s...
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Dear all,
I’m looking for help understanding an issue while amending my 2025 tax return in TurboTax.
My original return shows a $3,978 refund.
However, I realized I forgot to include a 1099-B for stock sales (long-term), totaling about $3,000 in capital gains. Based on this, I would still expect to receive a reduced refund after amending — not owe taxes.
Here are the exact steps I followed:
How do I amend my return? → Start an amendment
Why are you amending? → Adding or updating a tax form → My form isn’t listed
TurboTax states: “We’re going to change the refund monitor to $0 to show the difference between your original and amended return.”
I land on “Here’s the info for your amended federal return”
I go to:
Wages & Income → Stocks, Cryptocurrency, Mutual Funds, Bonds → Edit
At this point, before I even add anything:
The top-left numbers suddenly change to:
Federal due: $1,370
CA due: $540
This is very confusing because:
I haven’t added my missing 1099-B yet
I expected the refund monitor to show $0 initially (as TurboTax explained)
Instead, it immediately shows that I owe money, and I don’t understand how these numbers are calculated
I then proceeded to enter my 1099-B (~$3k capital gain), and at the end TurboTax still shows that I owe these amounts, which doesn’t seem correct given my original refund.
I’ve been stuck on this for a while and can’t figure out what’s happening.
Questions:
Why does TurboTax show a tax due immediately when starting an amendment?
What do these “Federal due” and “CA due” numbers represent at that stage?
Are these real amounts owed, or just interim calculations?
Any guidance would be greatly appreciated.
Thanks in advance.
