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Level 3
posted Apr 4, 2024 12:32:57 AM

E-Filed Return And Was Accepted - Need Change "Can Be Claimed As Dependent"

Hi,

 

About half a month ago I e-filed my father's return as if he cannot be claimed as dependent on someone else return. The IRS already accepted it, and his return had 0 balance (no refund & no payment due). How can I change the filing in order to claim him as a dependent in my taxes?

 

Thank you for your help

 

Nick

0 3 2377
2 Best answers
Expert Alumni
Apr 4, 2024 5:40:41 AM

You will have to amend his return. In the mean time, you will have to paper file because there is no way to e-file if he has already filed claiming himself.

 

If you want to make changes or add a document to a tax return that has already been submitted, 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 amending. 
  • 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 


 

Level 15
Apr 4, 2024 8:48:43 AM

Generally, if you e-Filed 1040, you can e-File 1040-X.

However, there is an issue if you are trying to change dependent status using paper.

First step, try it and see if it is ACCEPTED

 

Note: standard deduction will change, this might change his tax.

 

@FederalInquirer 

3 Replies
Expert Alumni
Apr 4, 2024 5:40:41 AM

You will have to amend his return. In the mean time, you will have to paper file because there is no way to e-file if he has already filed claiming himself.

 

If you want to make changes or add a document to a tax return that has already been submitted, 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 amending. 
  • 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 


 

Level 3
Apr 4, 2024 6:48:28 AM

Thanks for the very concise explanation CatinaT1

 

🙂

 

In our case, the return I want to amend was already accepted by the IRS, and it had no taxes due to pay nor to be refunded. Can it be considered "completely processed"?

 

I'm not sure if the return that can't be e-filed is the amended one, or the one for the person claiming the dependent?

 

TIA

 

Nick

Level 15
Apr 4, 2024 8:48:43 AM

Generally, if you e-Filed 1040, you can e-File 1040-X.

However, there is an issue if you are trying to change dependent status using paper.

First step, try it and see if it is ACCEPTED

 

Note: standard deduction will change, this might change his tax.

 

@FederalInquirer