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zam659
New Member

How to change my refund amounts?

 
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4 Replies
ColeenD3
Expert Alumni

How to change my refund amounts?

If you are asking about your Federal refund, your refund amount is based on all the information you have entered. It can's be changed unless you enter more information.

 

If you are talking about Form 1099-G with a state refund, follow these steps.

 

For State or Local Tax

 

Using the search feature in the upper right, search for 1099-G or 1099-g (be sure to use the dash) and then select the "jump to" link in the search results.

 

How to change my refund amounts?

1.  DURING AUDIT PROCESS THE AMOUNT APPLIED FROM 2018 REFUND TO 2019 TAX WAS CHANGED BY IRS FROM $5000 TO $681.  2019 TURBO CORRECTLY DISPLAYS THE ORIGINAL $5000 WHICH IS WRONG. 

 

2.  ALSO, COLEEND3, NO PROBLEMS CAME OF THE AUDIT AND I WAS ACTUALLY PAID $468.71 INTEREST FOR THE MONIES HELD.  WOULD YOU HAPPEN TO KNOW IF THAT INTEREST IS TAXABLE.  MY ASSUMPTION IS YES BUT...

 

3.  AND FROM LEFT FIELD, IF YOU ENJOY QUESTIONS,  AN INCORRECT AMOUNT APPEARS IN MY STATE TAX REFUND BLOCK.  I'VE TRIED SOURCING TWO DIFFERENT 2018 FILES AND DOUBLE CHECKED NUMBERS ON EACH, TURBO IS ALWAYS UPDATED AND HAVEN'T FOUND ANYTHING ABOUT A GLITCH?  BEEN USING TURBO SINCE DAY ONE SO I KINDA GOT AN IDEA OF HOW IT ABSORBS DATA FROM PRIOR YEAR. 

 

THANKS FOR YOUR TIME.

How to change my refund amounts?

#1 Change the refund applied from 2018

Federal Taxes
Deductions and Credits
Then scroll way down to Estimates and Other Taxes Paid
Other Income Taxes - Click the Start or Update button

Next page scroll down to 2018 Refund Applied to 2019
Click Start or Update by the tax you applied

 

#2   Enter interest from the IRS like a 1099Int and put the amount in box 1.
Enter a 1099-Int under
Federal
Wages & Income
Interest and Dividends
Interest on 1099INT - Click the Start or Update button

Put the interest amount in box 1

How to change my refund amounts?

1.  DURING AUDIT PROCESS THE AMOUNT APPLIED FROM 2018 REFUND TO 2019 TAX WAS CHANGED BY IRS FROM $5000 TO $681.  2019 TURBO CORRECTLY DISPLAYS THE ORIGINAL $5000 WHICH IS WRONG. 

 

 

Apply or Change Refund applied to 2019 taxes 

- Federal Taxes   (Personal for Home & Business)

- Deductions & Credits

- I'll choose what I work on

- under Estimates and Other Taxes Paid

- Other Income Taxes – click Start or Update

- under 2018 Refund Applied to 2019

- click Start across from what refund you applied to 2019 taxes

 

 

2.  ALSO, COLEEND3, NO PROBLEMS CAME OF THE AUDIT AND I WAS ACTUALLY PAID $468.71 INTEREST FOR THE MONIES HELD.  WOULD YOU HAPPEN TO KNOW IF THAT INTEREST IS TAXABLE.  MY ASSUMPTION IS YES BUT...

 

Interest the IRS pays for the delay in processing the return is taxable ... enter it under the 1099-INT section by saying you will enter the bank yourself then enter in IRS and the amount. 

 

 

 

3.  AND FROM LEFT FIELD, IF YOU ENJOY QUESTIONS,  AN INCORRECT AMOUNT APPEARS IN MY STATE TAX REFUND BLOCK.  I'VE TRIED SOURCING TWO DIFFERENT 2018 FILES AND DOUBLE CHECKED NUMBERS ON EACH, TURBO IS ALWAYS UPDATED AND HAVEN'T FOUND ANYTHING ABOUT A GLITCH?  BEEN USING TURBO SINCE DAY ONE SO I KINDA GOT AN IDEA OF HOW IT ABSORBS DATA FROM PRIOR YEAR. 

 

To change/correct an amount that was transferred :   https://ttlc.intuit.com/community/entering-importing/help/where-do-i-enter-a-1099-g-for-a-state-or-l...

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