turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

pavons
New Member

I am working on an amended return. How do I enter an adjustment made by the IRS to the overpayment originally reported?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

I am working on an amended return. How do I enter an adjustment made by the IRS to the overpayment originally reported?

Column A of the amended return must reflect any changes the IRS made to the return BEFORE you start amending it.   So if you made changes before starting the amendment process then undo the amendment process and make the needed corrections.  If you cannot get something to change and aline with what the IRS did then switch to the FORMS mode and make the entry on the forms directly.  Only when you are satisfied with the return as corrected by the IRS should you start the amendment process again.

 

How do I cancel or undo an amended return in the TurboTax CD/Download software?

If you started amending your federal return by accident and would like to cancel the amendment, follow this process to correctly "unamend" your federal return:

  1. Open your return.
  2. Switch to Forms Mode (Windows instructions | Mac instructions).
  3. In the left pane, select Form 1040X.
    • Windows: After the form is generated in the right pane, click the Delete Form button at the bottom of the window.
    • Mac: From the Forms menu, select Remove Form 1040X.
  4. Follow the on-screen instructions to remove the 1040X from your return

 

  1. Important: Go back through the TurboTax interview and undo any changes you made after you selected the option to amend your  return, as merely deleting the 1040X will not undo those manual entries for you.

State Amendments

The best way to "unamend" your state return is to go through your state return from the beginning and keep your eyes peeled for amend-related screens or questions.

The amend question usually appears right at the beginning or towards the end of the state interview (never in the middle).

Correct any entries that have to do with an amended return, e.g.:

  • Answer No when asked if you want to amend;
  • Clear any amend-related checkboxes;
  • Delete entries in the tax year field.
  • Note: In a few state programs, you actually have to answer Yes to the amend question so you can revisit the screens that contain the information you want to delete.

If you still can't get rid of your state amendment form, try clearing your state return and starting over.

 

 

 

How to Amend

https://ttlc.intuit.com/community/amending/help/how-to-amend-change-or-correct-a-return-you-already-...

Cynthiad66
Expert Alumni

I am working on an amended return. How do I enter an adjustment made by the IRS to the overpayment originally reported?

If you have an IRS adjustment previously, you enter the adjusted amount in Column A.  This will account for the changes to the original return.  Column B is the amount that you are adjusting now and the correction will show up in Column C.  Further explanation below.

 

Columns A Through C 

 

Column A. Enter the amounts from your original return. However, if you previously amended that return or it was changed by the IRS, enter the adjusted amounts. 

 

Column B. Enter the net increase or decrease for each line that you are changing. Explain each change in Part III. If you need more space, attach a statement. Attach any schedule or form relating to the change. For example, attach Schedule A (Form 1040) if you are amending a 2020 Form 1040 to itemize deductions. If you are amending your return because you received another Form W-2, attach a copy of the new Form W-2. Don’t attach items unless required to do so.

 

 Column C. To figure the amounts to enter in this column: • Add the increase in column B to the amount in column A, or • Subtract the decrease in column B from the amount in column A. For any item you don’t change, enter the amount from column A in column C. 

 

Note. Show any negative numbers (losses or decreases) in columns A, B, or C in parentheses.

 

Instructions for Form 1040X IRS

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I am working on an amended return. How do I enter an adjustment made by the IRS to the overpayment originally reported?

 a lot of people have this question.

I believe with TurboTax Online, you can't do it.

You have to use desktop version, or the amend program, which you should be able to get from TurboTax Support.

 

@pavons 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question