I need to amend a Tax Return that was already e-filed and refund received, to add a W-2 that arrived late in the mail. I'm using TurboTax CD/Download on a Mac, downloaded the latest update. Following the steps below, after step 3 it never prompts me to select a return. What am I doing wrong? What are the correct steps?
- Make sure you’ve mailed your original return and that you’ve either received your refund or the IRS has taken payment out of your account. (The IRS will only accept a 1040X, or amended return, if your original 1040 was accepted.)
- Open TurboTax.
- Select Amend a filed return.
- Select the return you want to amend, and follow the instructions to make your changes.
- Now, make an "amend" copy your return by selecting Save As (Mac: select Duplicate) from the File menu. This preserves the originally-filed return.
- Name the copy to distinguish it from the original, like 2020 Amended Smith B Form 1040 Return.
- You should now be working inside the copy you'll be amending. Inside your program, search for amend and then click the Jump to link.
- Select Continue on the We'll help you change (amend) your return screen.
- On the following screen, Did you already file your return? select Yes, I've already filed my return and then select I need to amend my 2020 return.
- Select Continue and then carefully follow the instructions to amend.
Please follow the instructions in this TurboTax FAQ to contact customer support for assistance: What is the TurboTax phone number?
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How to Amend
You should not amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.