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How do I file an amended return to include Schedule-D and Form 8949 without buying TurboTax? I used TurboTax online to originally file?

 
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4 Replies

How do I file an amended return to include Schedule-D and Form 8949 without buying TurboTax? I used TurboTax online to originally file?

if you used a free version, then you must upgrade to get Schedule D.

Or do the tax return by hand and do the amendment by hand

The blank forms in fillable PDF format and instructions are available at www.irs.gov.

Since Form 8949 can be quite tedious, maybe you should just pay the additional fee.

But if your transactions are all Category Box A or Box D, you don't need to use Form 8949 at all.

How do I file an amended return to include Schedule-D and Form 8949 without buying TurboTax? I used TurboTax online to originally file?

I would prepare the amendment but then only send it in if you owe any money or are due any additional refund. There is no cost because you have to mail it in (if you submit it). If you are due an additional refund, you do not have to submit it unless you want to.  For more information as to when to amend and how to do so, please view TurboTax FAQ Do I need To Amend My Return.  At the end of the answer, there are also links, in blue, on how to do so in TurboTax.

It would be best to wait until you have received your refund from the tax return already submitted (if you are expecting one).  This will prevent delays in receiving your refund and you generally have 3 years to amend, from the day your taxes are due or 2 if you paid taxes due to owing taxes.  There usually are no penalties if you will receive a refund.

https://ttlc.intuit.com/replies/3288565

How do I file an amended return to include Schedule-D and Form 8949 without buying TurboTax? I used TurboTax online to originally file?

What if the incorrect box is checked. For example in form 8949 I checked box D incorrectly.

It's suppose to be Box E. 

 

Do I need to mail in my amended tax return for that issue?

 

Thank you.

How do I file an amended return to include Schedule-D and Form 8949 without buying TurboTax? I used TurboTax online to originally file?

don't amend for such a minor error. 

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