I started my return in mid-February. Imported the 1099s from my Schwab accounts. Then on Feb 24, Schwab posted a corrected form. So I deleted the old forms and re-imported the new - all was fine. I filed (electronically) last Friday. Then today Schwab told me there was yet another correction. But when I delete all the Schwab forms and re-import, I still see the Feb 24 numbers, not the new March 10 numbers.
In my Schwab account online, I see all 3 versions of the 1099. It appears that TT can't handle more than one revision?
The issue here is that you have already e-filed your return. If your e-filed return has been accepted by the IRS, you can't (and shouldn't) change the return you filed. With the newest correction from Schwab, you'll need to AMEND your e-filed return to reflect the newest numbers.
Before you decide to do that, please see how the newest form differs from the one you filed. If the numbers are only minimally changed, you may not need to amend at all. If the numbers are minimally changed (as is often the case), just disregard the second correction and leave things as they are.
IF you need to amend (change or correct) the return that you filed, wait until the filed return has been processed and any refund or payment has reached its final destination. Then you can proceed with amending your 2022 return. Use the information included in the TurboTax FAQ I'm linking below to properly amend your return.
How do I amend (change or correct) a return I've already filed?
Thanks for your response.
But the link you gave said something different, implying I could amend right now.
The corrected 1099 means that in the return I filled and which was accepted, I am overpaying by about $400.
@dwright2020 I think you're allowed to amend right now, but it's advisable to wait until all with the original filing has processed. Keeps things cleaner, if you understand what I'm saying.
Yes, you'll definitely want to amend for that much more refund!
Best of luck!