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How do I amend a state tax return and edit the original refund amount?

I accidentally made a mistake on my state tax return by claiming a bigger refund than I should have and know I will need to amend the return if the error is not caught (let’s say I claimed $5000 but should only receive $1000). When I started the process to amend the return in Turbo Tax, the software assumes the original refund was processed/received and it shows the difference I have to pay back in red ($4000).  If I have to file the amended return before April 15 and my original refund isn’t processed, is there a way to change the number of the amount of my original refund from $5000 to $0 in the TurboTax software, so that I don’t have to pay $4000 out of pocket and potentially risk never seeing my $5000 again?   

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1 Reply
CatinaT1
Employee Tax Expert

How do I amend a state tax return and edit the original refund amount?

Wait to amend until the original return is completely processed. 

 

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 

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