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How to I amend a 2023 return by e-file? The directions TurboTax gave me don't work. There's no amend option?

 
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7 Replies

How to I amend a 2023 return by e-file? The directions TurboTax gave me don't work. There's no amend option?

The IRS Form1040-X for tax year 2023 will not be available until 02/14/2023 for amending a 2023 tax return.

How to I amend a 2023 return by e-file? The directions TurboTax gave me don't work. There's no amend option?

It is too soon.  You cannot amend 2023 yet.

 

Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected. The IRS will begin to accept/reject e-files on January 29, so your email will come on or after 1-29.

 

 

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.

 

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.

 

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

 

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

 

The Form 1040X you might need becomes available in late February,  But wait until your return has been processed.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

How to I amend a 2023 return by e-file? The directions TurboTax gave me don't work. There's no amend option?

Corrected date to 02/14/2024

How to I amend a 2023 return by e-file? The directions TurboTax gave me don't work. There's no amend option?

I left out an hsa account. I called TurboTax a s they said once my return was accepted i could amend. Well it's been accepted but there is no place to amend. Is it even worth amending it? Can I amend it next year/later on in the year?

How to I amend a 2023 return by e-file? The directions TurboTax gave me don't work. There's no amend option?

You have to wait to amend until after Feb 14, 2024.  And you have to wait until the IRS finishes processing the first return and you get the refund or pay the tax due.  There's no hurry.  You have 3 years to amend.

How to I amend a 2023 return by e-file? The directions TurboTax gave me don't work. There's no amend option?

Not what TurboTax said when I called but yes its been filed and accepted. So I just amend after I get my refund?

 

I left out an hsa but noted it elsewhere on my file so.... 

How to I amend a 2023 return by e-file? The directions TurboTax gave me don't work. There's no amend option?

Yes and that's what Turbo Tax said.  You can amend after your original return is Accepted.  But the amended return 1040X won't be ready to use until Feb 14.  Use this lookup tool

https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product... 

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