Ever wonder why tax software struggles with amended returns? I ran into this exact scenario with a client's pension distribution. The issue is that TurboTax treats amended returns as modifications to the original data structure, not as standalone calculations. Did you notice if your AGI changed dramatically between the two scenarios? That's usually the smoking gun that indicates TurboTax is carrying forward phantom income.

Have you considered using a different tax software for your amended return? I switched from TurboTax to FreeTaxUSA for my amended return this year because of similar calculation issues. Is the 1099-R for a traditional IRA or a Roth? That might affect how the software handles the deletion.

Think of the IRS processing system like a giant pinball machine. Your return is the ball bouncing between different departments. The date change is like when the ball hits a special target - it lights up briefly but doesn't necessarily mean you've won yet. The ERS department is like that tricky middle section where the ball can get stuck for a while. What's your filing status and did you claim any credits? Those factors can significantly affect how long your ball stays in play.

According to IRS Publication 5344, the ERS department handles returns with potential discrepancies that require manual review. The temporary date change you observed is consistent with Section 4.19.13.10 of the Internal Revenue Manual which indicates account activity. I was shocked to learn that the ERS department currently has a backlog of approximately 1.7 million returns from this tax season alone. I never realized how complex the system was until my return got stuck there too.

OMG this happened to me too! My HR dept kept saying everything was fine but my taxes were like $12 per check 😱 Turns out they were using my W-4 from when I was an intern 3 yrs ago! Had to literally stand over the payroll person's shoulder while they entered my new info in their system. Def check if they're actually USING your new form vs just filing it away somewhere. BTW the new W-4 is soooo confusing compared to the old one.

I resolved a similar withholding anomaly by analyzing my payroll algorithm implementation. The fundamental issue was my employer's HRIS platform wasn't properly calculating the Percentage Method for withholding based on my filing status. I requested a payroll audit where they verified my W-4 parameters against the IRS Publication 15-T worksheets. They discovered their system was using an outdated tax bracket structure from 2022. After escalation to their payroll vendor, they implemented a patch and my withholding normalized to appropriate levels within one pay cycle.

Have you checked if there were any other changes to your transcript besides the interest disappearing? Sometimes when the IRS makes adjustments, multiple elements change simultaneously. Was this for tax year 2023 or an older return?

The IRS transcript system is like a restaurant kitchen - sometimes you see things being prepared that aren't actually part of your final meal. What you witnessed was likely the IRS system testing calculations before finalizing them. Think of it as the chef tasting the sauce before deciding it needs more seasoning. These phantom entries happen more frequently than people realize, especially around quarterly interest adjustment periods. The good news is that if you legitimately qualify for interest, it will reappear and stick around.

This is much more common than you'd think! Compared to last year when I amended my 2021 return, the IRS seems to be moving faster on amendments this year. When your 'as of' date changes, it's usually a sign that your return is moving through their processing pipeline, not necessarily that there's a problem. The fact that your amendment doesn't change your refund amount is actually good news - those tend to process faster than amendments that result in additional refunds or balances due. I'd expect you'll see resolution within 8-12 weeks compared to the 16+ weeks it took for more complex amendments last year.

I filed an amendment on April 15, 2024, and noticed the same thing - my 'as of' date for 2022 changed to May 20, 2024, even though I was amending my 2023 return. On June 2, 2024, it changed again to June 17, 2024. Finally, on June 30, 2024, my amendment was processed. From what I've gathered, these date changes are just system updates as your amendment moves through different processing stages. It doesn't necessarily mean they're reviewing your 2022 return specifically - it's just how their system records account activity across tax years.