Do I have to refill my WI return to get the senior citizen refund. It was not on my original return?

[korhok-47]

Do I have to refile an amended tax return to receive the additional tax break for Wisconsin?

[JamesG1]

Are you referring to the new $24,000 Wisconsin Retirement Income Subtraction?  Or are you referring to something else?  Please clarify.

If this is what you are referring to, you will have to amend your Wisconsin 2025 income tax return to claim the Subtraction.

If you used TurboTax Online, log in to your account and select Amend a return that was filed and accepted.   See also this TurboTax Help.

Wisconsin website states:

Retirement Income Subtraction 

Wisconsin has two potential subtractions for taxable distributions from qualified retirement plans and individual retirement accounts. 

1) Up to $24,000 ($48,000 for certain joint filers) of qualified retirement income may be subtracted from Wisconsin income if you (or your spouse if married filing joint return) were age 67 or older on December 31, 2025. Taxpayers claiming this subtraction on their 2025 Wisconsin income tax return may not claim any Wisconsin income tax credit in computing their refund or balance due for the year.

In TurboTax, in the Wisconsin state income tax return, at the screen Wisconsin Retirement Income Subtraction (Credit Restricted), select Yes.

[user17758308218]

I have the same problem. My state return has been filed and processed.. I use the desktop TurboTax software. what's the best way to amend state and get the retirement income deduction?

[CatinaT1]

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

• You must first wait until the initial return is completely processed. 
• You will have to use the same TurboTax account that you used for the original tax return. 
• Once you begin your amendment, you'll see your original return.  
• The refund calculator will start new at $0 and only reflect the changes in the refund or tax due 
• Only make changes to the areas of your return that need to be corrected. 
• You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment 

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download