Can I file an amended tax return with TurboTax Online when I submitted it using Desktop? I no longer have access to the machine I used to file my taxes with Desktop.

DWaters · ‎June 4, 2019

I live in Kentucky but work in Ohio. I filed taxes for Ohio and Kentucky. After filing (and paying Ohio $1,700) I found out that I did not need to file for Ohio because OH and KY have a reciprocal agreement. Was told to file an amended return. I no longer have access to the machine I used TurboTax Desktop with. What do I do?

Hal_Al · ‎June 4, 2019

No, you cannot amend from TT online. You have to have your original tax file.

You would have to re-enter your original tax file. Select file by mail (but don't actually print and mail). Then you can amend.

Before contacting TT support, you may want to try preparing an amended return by hand. Even if you fail, you'll be bettre prepared to talk to support.

Here are the forms:

https://www.tax.ohio.gov/portals/0/forms/ohio_individual/individual/2018/PIT_IT1040_Bundle.pdf

Or go here for PDF fill in (note the Windows 10 warning) https://www.tax.ohio.gov/Forms.aspx

Major items:

check the amended box at the top
Show the $1700 paid on line 17
Show your Ohio wages on line 12 of Schedule A
That should make lines 25 & 26 of the Ohio Schedule of credits the same
That should make line 27 0% (the amount of your income taxable by OH).

The reciprocity agreement does not apply to local city taxes. You are not required to file a local city return, but you are also not entitled to a refund of the city withholding (box19 on your W-2), unless there was an error in the amount. If you are subject to a KY county or city tax, you should check to see if the KY city will give you a credit for the OH city tax withheld. KY does allow an itemized deduction (Schedule A) for local tax paid.

View solution in original post

DanielV01 · ‎June 4, 2019

For that question you will need to contact someone at Customer Service. In this public forum we don't have access to your tax return account. Please see this link: <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/replies/3300041">https://ttlc.intuit.com/replies/3300041</a>

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Hal_Al · ‎June 4, 2019

No, you cannot amend from TT online. You have to have your original tax file.

You would have to re-enter your original tax file. Select file by mail (but don't actually print and mail). Then you can amend.

Before contacting TT support, you may want to try preparing an amended return by hand. Even if you fail, you'll be bettre prepared to talk to support.

Here are the forms:

https://www.tax.ohio.gov/portals/0/forms/ohio_individual/individual/2018/PIT_IT1040_Bundle.pdf

Or go here for PDF fill in (note the Windows 10 warning) https://www.tax.ohio.gov/Forms.aspx

Major items:

check the amended box at the top
Show the $1700 paid on line 17
Show your Ohio wages on line 12 of Schedule A
That should make lines 25 & 26 of the Ohio Schedule of credits the same
That should make line 27 0% (the amount of your income taxable by OH).

The reciprocity agreement does not apply to local city taxes. You are not required to file a local city return, but you are also not entitled to a refund of the city withholding (box19 on your W-2), unless there was an error in the amount. If you are subject to a KY county or city tax, you should check to see if the KY city will give you a credit for the OH city tax withheld. KY does allow an itemized deduction (Schedule A) for local tax paid.

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Can I file an amended tax return with TurboTax Online when I submitted it using Desktop? I no longer have access to the machine I used to file my taxes with Desktop.