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mosims_1
New Member

can i correct my refund for this year if i already efiled it

i need to correct my tax return and change the filing status
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3 Replies

can i correct my refund for this year if i already efiled it

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.

 

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.

 

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

 

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

 

Wait until your return has been processed and then you can amend if you need to change your filing status.   You do not mention what filing status you want to change to.  You are not allowed to change from married filing jointly to married filing separately after the April 15 filing deadline.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

can i correct my refund for this year if i already efiled it

To change your filing status on the filed 2024 tax return you will need to amend the tax return.  The filing status is changed in the My Info section of the TurboTax online editions.

 

Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.


See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

LindaS5247
Expert Alumni

can i correct my refund for this year if i already efiled it

As xmasbaby0 and DoninGA mentioned above, once you have received your refund, you can file an amended return.

 

If you are amending your 2024 tax return and you filed your original 2024 tax return in TurboTax you will be able to e-file your amended return. ‌ There are some circumstances where you will be unable to e-file your amended 2024 return and you will have to mail it in. TurboTax will tell you if it has to be mailed.

 

If you prepared your original tax return using TurboTax Online, log in to your account, open the tax return you already filed, and click on the link to amend your return.

 

If you are using 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 "Amend (change) return", 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.

If you are using TurboTax Desktop:

  1. Open TurboTax Desktop for the year you are amending. 
  2. Under "Need to Amend a Filed Return?," select "Amend a Filed Return"
  3. Select "Amend" for the return you need to amend. If the return you need doesn’t appear as an option, select "Find a Tax File" to find and load your return.
  4. On the "Do you need to change anything else" screen, select "Update" next to the info you need to change.
  5. Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return.
  6. Don’t forget to select "Save As" from the File menu when you save a copy of your amended return. This will preserve the tax return you originally filed. Give the file a different name from the original.

Some things to keep in mind:

 

  • You must wait until your original return has been accepted to amend it.
  • Wait until you get your refund or have paid your taxes. Have a copy of your original return at your side before you start. And be sure you use the correct year’s software of TurboTax.
  • Amended returns can take more than three months for the IRS to process.
  • Gather your original tax return and any new documents needed to prepare your amended return.
  • Print a copy of your return that you are amending and have it ready to refer to. 
  • Use the same TurboTax account you used to file your original return. 
  • Be sure to only make changes to the areas of your return that need amending

 

 

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

 

Click here for how to file an amended return.

 

 

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