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June 7, 2019
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1040x original amounts are wrong Why?

  • June 7, 2019
  • 18 replies
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We have to amend the 2017 return. When you instruct the Turbo tax to amend the return, the federal box on the top shows an amount and the state tax shows zero. should the amount in the federal box also show zero. The amount that is shown is a refund and miscalculates the final result. Also the 1040X original amounts are not the amounts originally submitted. I do not believe that this is correct and probably would confuse the IRS. Please help?

Best answer by AndreaC1

When doing an amended return, the meter is reset to zero and may show odd numbers until all of your changes are entered. When you're finished with your changes, the refund meter shows any additional amount owed or refunded to you. This amount is in addition to your original payment or refund shown on your originally filed tax return. 

Please see below for further explanation on how the math works when it comes to amended returns. 

NOTE: The IRS recommends that you wait until you receive your refund (or pay taxes due) from original return before you amend your return. Then you will need to print and mail the amended return. Amended returns can't be e-filed. More details here Can I amend if I already received my refund?

How does the refund math work on amendments?

18 replies

June 7, 2019
I'm trying to file an amendment to my 2016 return.   The amended return summary is showing that I took a standard deduction originally which is incorrect, I itemized.  It is also showing an incorrect exemption $ amount.  What do I need to do to get this fixed.  It is not showing the correct net change $ amounts.  Thanks
fanfare
Employee
June 7, 2019
To amend a second time, and get the proper amounts in Column A,

you must get rid of the 1040X that applies to the first time, meanwhile keeping your revised tax return as the new baseline for the second amendment.
Amend again using the revised return as the starting point. The Form 1040X should then reflect your second set of changes.

If you are using the CD/Download version, saving to a new tax return file may be helpful.

Always make paper print copies of the original or revised before starting this.

[Update: Although it all seems reasonable, I found out this doesn't work. TurboTax won't cooperate.]
August 20, 2019

I need to ammed my 2018 taxes for Adaptation check

 

May 13, 2020

I have read through all of these and it doesn't really answer the question.  I amended my 2018 return due to  now being able to  take the PMI deduction.  After I amended the return I noticed the "original amount" column for itemized deductions does not match the original amount on my 2018 return.  It is off by $3635.  I have zero idea why

I have gone through the original and the amended line by line.  I called Turbotax- they were of no help.

 

May 13, 2020

It sounds like something was changed in the input before the amended return and after your return was filed.

 

You may need to start your amended return again.  Before you start preparing your amended return, review the input in the return to ensure the amounts match to the return as originally filed.  If they do not, make any adjustments in the input section as needed to ensure they match what was originally filed.

 

Once you confirm the amounts match, you can then start the amended return.

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May 13, 2020

Thank you- I checked every line- I amended- canceled- and re amended- same thing over and over.  The amendment is supposed to start with a 0$ amount but mine starts (and ends) with $1394 every time.  The amendment is showing I took an itemized deduction "originally" that is $3635 less than what I actually took- causing me to receive a larger refund.  I don't know why this is happening.  If it is legitimate- awesome!  If it's not- I don't want to get audited!!

March 28, 2021

I need to change my amount on my taxes. Year amount is way wrong. Some how the amount was way high. I have never made that much money. So I need to redo it

March 28, 2021

Have you filed your taxes already? If you have not—or if the IRS rejected your e-file—then you can fix whatever you need to before transmitting.

 

If you filed your return and the IRS has accepted your return, then you will have to prepare and send an amended tax return.

 

How to amend (change or correct) a return you already filed

 

You may have to amend your state taxes as well.

 

Wait until you receive your refund before amending your return. The IRS may catch some of your mistakes and adjust your refund.

 

You can check the status of your paper or electronically-filed amended return using the Where's My Amended Return? (WMAR) online tool or the toll-free telephone number 866-464-2050 three weeks after you file your amended return. Both tools are available in English and Spanish and track the status of amended returns for the current year and up to three prior years.

 

Related Resource:

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March 6, 2022

I am having the same problem with 2021 1040X.  It is pulling in the wrong values from the 1040.  For example, it is pulling in line 9 (Total Income) and putting it the AGI line on 1040X.  This is causing the wrong adjustment and not letting the tax amount reset to zero.

March 22, 2022

I am having the same problem. The1040-X amounts for my original return are radically different than what was on what I filed. I called TT customer support and, although the guy who answered was nice enough, he could provide no help at all.

March 23, 2022

I got it fixed. 

The solution is to open the 1040 form manually and then change the number on the Line(s) that was (were) wrong.  In my case, my Line 18 was wrong and I changed the number, which is the Refund I just got from IRS.  Because I missed reporting a $605 on my filed return,  now my 1040-X said I owed $145.   This $145 matches  the different between my original filing's refund  and the amended filing's refund ( assuming you ran the software with the accurate data).

March 5, 2023

I did this! I put $1 where it said round to the nearest dollar...nope I had to put zero! Smh! I fixed it and now it's stuck on accepted from both.. my problem now is my refund amounts are not the same when I try to track it!!!! Can anyone help!?