Waiting on Amended Return due to TurboTax Error - how to do Oregon Kicker?

Forum|Forum|4 years ago
April 11, 2022
1 reply
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My taxes are a mess thanks to TurboTax. They admitted to a mistake and sent me an email in September, telling me I had to file an amended return. I submitted the amendment with the CORRECT calculations in early October.

In November 2021 I received the automatic adjustment from the IRS and the state of Oregon for the unemployment benefit tax relief. I have since contacted the IRS (first week of March) and was told my 1040-x had arrived but had not been processed. Here we are with 1 week to go and I still have not received any update on my 1040-x. To make matters worse the State of Oregon is asking for my 2020 State tax liability to determine my kicker payment.

Because of all this I have 3 possible numbers for my income:

Original 1040 - lets say $85K

Automatically Adjusted 1040 for the unemployment benefits, $80K

My submitted 1040-x with the FIXED turbotax calculations AND the unemployment benefits: $75K

What the heck do I enter? I know its not the Original, but do I go ahead and enter the $80K or do I file an extension and wait to see if I ever get the correct 1040-X number accepted by the IRS (transcripts still show automatically adjusted number).

Thanks!

E

ErnieS0

Filing an extension would be best since the IRS has not finalized your return.

Your other option is to file using your original info (since that’s what on file with the IRS right now) and amend your Oregon return after for federal amendment is processed.

It takes Oregon several weeks to process the state return and the IRS amendment may come back during that time so an extension is the better option.

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