Question

Filing second amendment and TurboTax summary page seems to calculate Payment Due on original submission, not first amendment

Forum|Forum|2 years ago
September 3, 2023
1 reply
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Hi! When I filed originally I had a total overpayment of $22,330, I filed an initial amendment and then had a total overpayment of $25,149. I'm now filing my second amendment and it states my total overpayment is $13,701. However, the TT summary page tells me I have a Payment Due of $8629 which is the difference between my original and final overpayments($22,330-$13,701 = $8629). If the total overpayment of my second amend is $13,701 but I've received a total of $25,149 as of the first amendment, shouldn't I owe more($25,149-$13,701 = $11,448)?

This is a state return and my first thought is maybe it was using documentation from my original, not the amended return, but I've confirmed that the 1040 amounts I'm using are from the first amendment. I think TT's summary calculation is incorrect here and was just hoping somebody could confirm it might get this wrong.

Thanks!

fanfare

Employee

What does yout amendment form say?

The summary page is not important.

the form you submit - important.

@OrganTrail

O

OrganTrailAuthor

This is an Oregon return so I don't think there's an "amendment form"--there's just a box that gets checked saying it's an amendment. I'm pretty sure TurboTax's summary page is wrong, just surprised this isn't a bug they've caught before. The only way their calculation appears correct is if they ignore my first amendment.