Here are the steps to amend a return not originally filed with TurboTax:
You can use TurboTax
to amend a tax return even if your original return was created with another
software, by a tax preparer, or even by hand using pencil and paper.
You'll need to
create a copy of your past year return in the TurboTax program for that year,
and then amend that tax return copy with your changes. These are the steps to
download TurboTax and recreate your tax return for amendment:
- Purchase a copy of TurboTax
for the tax year you need to amend. There will be a fee if you haven’t
already purchased the past year’s program.
- Install the software on your
computer.
-
Create the
tax return as it was originally filed.
- This
is not when you make the corrections. Be sure to use the same filing status and include the
same dependents as reported on the original return.
- Include the same income and
deduction items.
- Make sure
the final refund or amount due matches. If it doesn’t, review all the items on your
return to check for mistyped numbers, or missing or extra items.
- Save a copy of your return
before amending it.
- Once you’ve recreated your
original tax return in TurboTax, make a copy of the return using File – Save
As, adding
“amended” to the beginning of the file name.
- Start your amended return.
