To amend your return, you must first wait until the IRS has fully processed your original return and you have received your refund or paid any tax due. If you try to make changes while your return is still pending or being processed, it can cause significant delays and confusion with your account. Once the original return is finalized, you will use Form 1040-X to report only the specific changes you need to make, such as adding a missed W-2 or changing your filing status.
To start your amendment in TurboTax Online:
1. On the Tax Home screen, scroll down to Your tax returns & documents and select the year you want to amend.
2. Select the Amend (change) return dropdown, then Amend using TurboTax Online. If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax Desktop instead.
3. Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return.
4. Review your changes and follow the final steps to e-file or print and mail your amended return as directed by the program.
