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Amendment

After I filed my state return, I had to go back and amend information for a 1099-R which changed both my State and Federal Refund. My Federal was correctly submitted but not my State. How do I amend just my state return and will it cost me to do so?

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8 Replies
KarenM90
Expert Alumni

Amendment

Yes, You definitely can just amend your State Return and there is no charge for the current year through the current year software.  

 

To Amend your return in Turbo Tax Online follow these steps:

 

1.  Sign in to your Turbo Tax Account

2.  Scroll down to  Your tax returns and documents and select Amend (change) 2019 return, then Amend using Turbo Tax Online.

3.  Select the reason you are amending and Continue

4.  Answer the questions about your Federal return, (there may be no changes) then begin amending your State return when it says "Lets get started on your state taxes...."

 

To Amend your return in Turbo Tax Desktop;

 

1.  Open your tax file you need to amend and select Online and Check for Updates.  

2.  Go to the Federal Taxes tab (or the Personal Tab, if you are using Home & Business) and select the Other Tax Situations Tab.

3.  Scroll down to Other Tax Forms and Select Start next to Amend a return.

4.  Answer the appropriate questions for the State and Federal Returns.  

 

Here is a great article that goes into more detail regarding the steps.

 

Amending my State Return

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HarryT
Returning Member

Amendment

I filed my 2019 tax returns online and both the Federal and State (SC) returns have been accepted.  Today I received a 1099 DIV for $43.23 that I failed to include.  This amount will not change my Federal refund, but it reduces my State refund by $2.00.  Do I need to file an amended return?  If so, do I need to wait before amending?

MichelleLO
Expert Alumni

Amendment

Please see the TurboTax FAQ: Do I need to amend? to determine if filing an amended return is necessary.

If you should need to amend, please refer to the TurboTax FAQ: How do I amend my 2019 TurboTax Online return?

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Amendment

Is it correct to assume that on the desktop version we don't make any changes to the original return

and use the amend feature once its available and that would include the changes for importing next year?

 

TerukoL
Expert Alumni

Amendment

You are correct, you do not make any changes to the original return. If you used our CD/download product, sign back into your return and select “Amend a filed return.” You must file a separate Form 1040X for each tax return you are amending.

 

Please click  How do I amend my 2019 TurboTax Online return? to learn more. 

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HarryT
Returning Member

Amendment

I GOT AN EMAIL FROM TURBO TAX (SEE BELOW).  I DOWNLOADED THE UPDATE TO MY COMPUTER AND AMENDED MY FEDERAL RETURN.  WHEN I RAN SMART CHECK I GOT THE MESSAGE THAT SCHEDULE AMD HAS NOT  BEEN APPROVED AT THIS TIME AND THAT I MUST OBTAIN AN UPDATE TO ENSURE ALL CALCULATIONS ARE CORRECT.  I CHECKED FOR UPDATES AND GET THE MESSAGE THAT I AM UP TO DATE.

 

WHAT DO I DO NOW?  

 

 

 

 

Your tax forms are ready.
 

 

The wait is over! The tax forms we needed to finish up your taxes are
ready to go.
 
We're ready to walk you through:

  • Form 1040X, Amended U.S. Individual Income Tax Return

 
Simply open TurboTax on your computer and it should update automatically.
 
Having trouble? Make sure you're connected to the internet, then select
Check for updates in your top TurboTax menu.
 
Thank you,
Turbotax
DonnaLO
Expert Alumni

Amendment

Here is some information on updating:

 

https://ttlc.intuit.com/community/updating/help/what-is-a-manual-update/01/26074#M380

 

If you continue to have problems please contact Technical Support using this form: 

 https://support.turbotax.intuit.com/contact/ 

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Mr Lorne
New Member

Amendment

That worked great, the other FAQ is completely wrong. It says use the "Amend" link. No such thing. Thanks for the help. 

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