Amending a 2023 return - all Old Amounts show as $0

[robg57]

After e-filing, I tried to use the Amend and ReFile feature in Home & Business - downloaded edition on Windows 11.  

Choosing the ReFile for my 2023 return (on the NetFile page), it then led me through all of the profile questions and Easy Step sections.   BUT when I got to the Summary for ReFile it shows ALL of the Old Amounts as $0, not the originally filed amounts.  Switching to Forms mode, I can see that the RSUM form is showing all the old amounts as $0 and the Changed Amounts as the new calculation values.

I cannot change the RSUM info manually.  How do I get it to undo all this and go back to the as-filed information, so that I can try to Amend the return again?  Or am I stuck now and have to amend this using the CRA Online adjustment form (but TurboTax suggests I should not do this for a NetFiled return).

Sadly I do not have an archived version of the tt23 file from before making the amendment (my bad I guess, but it asked me to save and I was clicking along merrily).

[TurboTaxSusan]

Unfortunately, there is no way to roll back the changes once you have saved them to the file.

[robg57]

Ah. Okay thanks.  So I guess abandon Turbo Tax and use the CRA online mechanism is the solution.  Too bad.

Still not sure why, even though I followed the proscribed steps, it failed miserably to properly retain my as-filed information.

[TurboTaxBrenda]

After you receive your Notice of Assessment in the mail, you can make changes to your tax return by using the ReFile or amendment option. The fastest and easiest way to do this is by logging into your CRA "My Account" and selecting the tax year you wish to amend. Click on 'Change my return' and make the necessary changes. Please keep in mind that only one change can be made at a time.

[robg57 · Accepted solution]

okay, so the summary here is:

• No one has addressed why the TurboTax ReFile function was broken for me (it didn't retain the original as-filed values, just the amended values).
• It would appear that my TurboTax return is broken now and there is no way to correct it.
• The guidance provided is conflicted.  The TurboTax help documentation suggests to NOT use the CRA Online "change my return" for a NetFiled return (as I noted in my original post).  But the Community here says that I should use the CRA Online functionality.

So thanks, I guess, for confirming that I'm stuck now, and I should just do what I originally worked out.

[Tectona_Grandis]

Hello,

I came across this message while wrestling with the same issue on the 2024 Home and Business version on Windows 11.

I was able to "fix" it by restoring a copy of my tax return that was created after filing 2024 taxes on April 30th. It appears that Turbo Tax files are extremely sensitive to any subsequent changes after filing a return. This would include something like printing or looking up a form or slip and then closing the return. There appears to be an implicit save or flag inside the file as I was very careful to not explicitly save the file when prompted to do so by the program.

Bottomline, make sure to create a backup copy of your file once you have EFiled your return and gotten the confirmation. Make this copy read only so it does not accidently get changed and make a backup just to be safe.

If you ever have to refile, check the RSUM form before making any changes to make sure it is carrying forward the correct amounts under Old Amounts and Changed Amounts column. If you do this before making any changes, the difference column should show all zeros. Once you have made the changes, go back and verify that RSUM is showing the net change correctly before Refiling. 

I hope this helps anyone in the future wrestling with this issue which is very poorly documented.

Cheers