Amending 2019 - Real Instructions?

Forum|Forum|5 years ago
August 23, 2020
28 replies
85 views

I used Turbotax Home and Business to file 2019. I found a couple of mistakes and I want to amend my return and pay the tax I owe. Why is the process of using Turbotax to amend so vaguely explained and demonstrated?

There is no video that shows me what happens after I click the "Amend" button. Perhaps I should just click it and move on, but there is also no information regarding any potential communications between Turbotax and the IRS, if I do click the button. I believe the answer is that there is no communication but a simple video on this topic that actually shows a return being amended would help me feel better about this process.

Also, I found no clear steps posted for amending The steps I did find, your attempt to address my concern, are not accurate because they make vague references to this feature. Does clicking the Amend button allow me to make a copy of am I supposed to do that first?

Also, does the product help me amend state taxes since your product is used for filing both Fed and State taxes.

Where can I find clear and accurate information about what happens once I click the Amend button???

TurboTax Home & Biz Windows

Texas Roger

Level 15

You must make a copy of your original return before you press the amend button.

Yes TurboTax will help you amend both the federal and state returns.

There are at least two videos I found using a search engine. They may not have as much detail as your looking for but I believe once to start the amendment you will get fairly detailed instructions for what to do.

https://turbotax.intuit.com/tax-tips/amend-return/video-how-to-amend-taxes-that-are-already-filed/L4170mFbT

https://turbotax.intuit.com/tax-tips/amend-return/video-how-to-amend-your-tax-return/L2wLEwRf1

Critter-3

Level 15

https://ttlc.intuit.com/community/tax-topics/help/how-do-i-amend-my-2019-return-in-the-turbotax-cd-download-software/00/1238216

IamIntractable

Level 6

@Critter-3 These steps are obviously not from TT. Steps 4/5/6 are wrong. Again, I think there needs to be a specific tutorial where someone actually amends a return. Seems like an obvious value, and I am shocked it does not already exist.

rjs

Level 15

When you amend a tax return, you are not literally making changes to the tax return that you already filed. An "amended return" is actually a separate form, Form 1040-X, that specifies what you want to change and recalculates your tax. You send the Form 1040-X to the IRS to make the changes.

You are correct that there is no communication between TurboTax and the IRS about amending your tax return. Nothing gets sent to the IRS until you send the Form 1040-X. Clicking the Amend button merely takes you to the place in TurboTax to start preparing Form 1040-X.

At the present time TurboTax does not support e-filing of Form 1040-X. The only way to send it to the IRS is for you to print it, sign it, and mail it. As one of the videos tells you, you have to attach the updated copies of any supporting forms or schedules that are changed.

Since you are using the CD/Download TurboTax software, before you start to amend your return, save a copy of your original filed tax return with a different file name. You will then have two identical copies of the file. Amend one copy, and keep the other copy unmodified for future reference, or in case you have to start the amended return over again.

IamIntractable

Level 6

@rjs Thanks this was helpful. I'd like to see a tutorial and also some commentary on what I get from TurboTax and what I need to send to the IRS. Basically, a real tutorial for this process is needed.