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Level 2
June 5, 2019
Question

Tax Year Prior to 2020: Amendment Question - New Tax Package Arrived

  • June 5, 2019
  • 5 replies
  • 32 views

I filed my taxes already, but I just received a corrected tax package. Can I download the new package?

5 replies

MargaretL
Level 12
June 5, 2019

If by "corrected tax package" you mean corrected tax forms, then yes, you can "import" the corrected tax forms from the Payer to TurboTax if they were updated by the Payer on your account. Otherwise, you must enter them manually.

Level 2
February 26, 2020

I have the same question. To clarify, it is a corrected tax package from investment accounts. Initially this was entered with a package ID and document ID. These numbers remain the same but corrections have been made to the data. Can Turbo Tax revisit the investment site to get the updated numbers for my return?

Level 14
February 26, 2020

Yes, you can have the new tax data imported into the return the same way you imported the first round if the payer (meaning the investment company made changes) to the information. 

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Level 2
February 26, 2020

How do I get back to the importing data place? I have played around and not found it?