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October 26, 2024
Question

Refund monitor not zeroing out for amending a 2023 return

  • October 26, 2024
  • 1 reply
  • 0 views

Amending 2023 return for updated K-1 - I have tried doing this multiple times but the refund monitor does not zero out.  However, it lets me amend the K-1 details and shows I am ready to file but does not have 1he 1040X and corresponding state tax amendment forms.  It shows the amounts as if I am filing a new return as I have already paid my taxes for this year in April.

    1 reply

    DoninGA
    Employee
    October 26, 2024

    If you are using one of the TurboTax desktop editions, use this procedure to start an amended tax return -

     

    Continue the tax return that you want to amend

    Click on Federal Taxes (Personal using Home & Business)

    Click on Other Tax Situations

    Under Other Tax Forms

    On Amend a return, click on the start button

    krujAuthor
    October 28, 2024

    Thanks - I know where to go to amend the previously filed tax return and my challenge is with the refund monitor not starting with zero when I start amending the return.

    krujAuthor
    October 29, 2024

    Appreciate any guidance from the community.  I have spent over 6 hours with TT specialist but there is no resolution.  Thanks in advance.