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New Member
posted Jan 27, 2024 6:15:30 PM

How or when can I amend a 2023 tax return

I received an unexpected W-2 and 1099R after I filed 2023 taxes.  When can I amend my return?

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6 Replies
Level 15
Jan 27, 2024 6:49:29 PM

Do not amend until your return has been processed by the IRS and any tax liability or refund has been settled. . 

Level 15
Jan 27, 2024 7:10:51 PM

The 1040X will not be available until at least mid=February.  And as already suggested by Champ @Bsch4477, you should not try to amend until the original return has been fully processed or you can cause confusion which results in a longer delay to process your return.

Level 1
Feb 14, 2024 4:20:40 PM

Thank you very much. What is the source of your information that the 1040X will not be available until mid-February? Is that an IRS issue or a Turbotax issue? I tried to amend a 2023 tax return and e-file and noticed that not only was the 1040X missing but I was also unable to e-file.  Hoping that all resolves itself soon as it is already mid-February

Expert Alumni
Feb 14, 2024 5:14:42 PM

That is an IRS issue.  The 1040-X is generally not finalized by the IRS until sometime in February on any given year.  Then TurboTax the programmers have to do their thing.  However, looking at the tool it says the 1040-X is available to print and e-file now. So the update may have happened today so you would need to wait until tomorrow for it to take affect as the updates seem to work the day after. 

 

However, as stated above, it is best not to amend until your return has been processed by the IRS.

New Member
Feb 17, 2024 8:24:37 AM

The 1040x form is now available; however, when attempting to amend my 2023 return (which was already processed by the IRS), turbo tax says that I did not e file the 1040 with them so I cannot e file the 1040x with them.  This is not the case as I definitely did e file using turbo tax.  I called turbo tax and they had no idea why it wasn't working and said that I did e file my 1040 with them.

 

  Is turbo tax allowing anyone to e file an amended 1040x for 2023 yet, or should I assume this is a problem for just me?

Expert Alumni
Feb 17, 2024 1:28:31 PM

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