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Level 2
July 13, 2024
Question

Amend Tax return

  • July 13, 2024
  • 1 reply
  • 119 views

Hello,

 

I filed my 2023 tax returns with my son's ITIN included. At the time of filing the taxes, ITIN was expired and so I had to file it by visiting the IRS assistant along with W7. Later I received a notice CP567 from IRS and also return was completed with adjusted Refund.

 

Now, I need to amend my return including the W7. I am trying to fill the details on TurboTax but it is very confusing. Probably the confusion caused is because of the status on Turbotax for my 2023 taxes. The status on Turbo tax is still showing as Return accepted by the Federal and State which is already completed for me.

 

Now, can you please suggest how can I fill forms for amendment?

1 reply

Employee Tax Expert
July 15, 2024

Please see this link for guidance on starting your amended return.

 

How do I amend my federal tax return for this year?

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Level 2
July 29, 2024

Thank you for the response. The problem I have is Turbotax still shows as if IRS refund is not completed. I think If the status on the Turbotax is updated, filing amendment will become easier for me. I am not sure where should I mention the refund received from IRS while claiming the 1040-X.

 

Thank You

Venkat

VolvoGirl
Level 15
July 29, 2024

Were you able to efile the original return?  Sounds like you had to file in person?  What exactly does Turbo Tax show?  You said it says Accepted?  Is that for the original return?  You can only efile an amended return from the same account that has an accepted original return.  

Not sure where you are stuck.  If you can’t efile the amended return you can print and mail it.  Can you even start the amended return?  How to Amend this year

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US   

 

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