Thanks for the clarification @Critter. I understood the way the 1040X functions. The insight you have provided me is that " 1040 that is included in the PDF is what the return SHOULD have looked like if you filed it correctly to begin with," rather than new 1040 reflecting the tax payment made when the original 1040 was filed. It sure would have save me some time if Intuit had either not had the program generate the new 1040, or had explained in the One-Step mode what the new 1040 would represent. In fact, I found no instructions on how to proceed after I selected "Amend a return." Another oversight was the One-Step mode didn't even provide instructions on how to launch the return amendment process; I had to go to the Intuit website to learn that. As I remember, earlier TTax versions gave an "Amend a Return" choice before loading the file. I hope someone at Intuit reads these posts for suggests for improvement of subsequent years of TTax.
... View more
Question: How can one get the amended 1040 and the 1040X forms to agree on the amount due or overpaid (and the corresponding California 540 and Sch. A forms)? Even though I realize that the amended 1040 need not be submitted to the IRS, I would like it to be correct for my records (that I keep as soft copies). Background: To amend my 2017 federal and California returns, I followed instructions: Load original 2017 TTax file, in One-Step mode select Federal Taxes > Other Tax Situations > Other Tax Forms > "Amend a return." This generated 1040X and Calif. Schedule X forms, while retaining all previous forms. On Form 1040X, below Line 15 there is a Smart Worksheet, and on its Line B one may entire “Tax Paid with original return,” which I did. The reason for needing to amend the original 1040 was an overlooked 1099-R, so in forms mode I added another 1099-R and populated its lines. I also updated Schedule A with additional deductions. The new 1099-R and revised Schedule A data was reflected in both the amended 1040 and 1040X forms. However, the amount of tax I paid with original return was did not appear anywhere on the 1040. This led to a discrepancy between the amended 1040 and 1040X calculations of how much tax was owed or overpaid, with 1040X being correct. Somewhere in TTax instructions or in the answer to a question on an Intuit webpage, I saw the instruction to add the amount of tax paid with filing to the Tax Payments Worksheet on Line 5. When I tried that, the amended 1040 became the correct form because the 1040X counted the tax paid with filing twice. The same issue obtained in the Calif. Amended 540 and Schedule X forms.
... View more