I used another software to file 2023 returns, but now I want to use TurboTax to file an amendment to both my federal and state tax returns for 2023. How do I do that?

[Bsch4477]

It would be much easier to do the amendment with the original software. To use TurboTax you would have to create your return exactly the way it was originally. 

[shiyuanzhuang]

Thank you! The original software calculated a materially lower tax refund :(

[Bsch4477]

You don’t amend a return unless you are correcting an error. What error are you correcting?

[shiyuanzhuang]

I am not sure either! I think the original software either under applied tax credits or mischaracterized certain tax free income. I am fairly certain all my inputs are identical on the original software and TurboTax. TurboTax has the maximum refund guarantee whereas the original software does not, so I am inclined to trust TurboTax. I am unable to pinpoint how TurboTax’s calculation is different until it files my return and releases the forms, but I am afraid to complicate things with IRS by filing the same form twice instead of properly filing an amendment form. It doesn’t appear that TurboTax would let me file a form 1040-x before filing a form 1040 first? Thanks!

[Bsch4477]

Your problem is that the return you amend has to be exactly the copy that the IRS already has.  If TurboTax has a different result you can’t amend. 

[wanderingbunny]

Ah I see. I think my best bet might be to print out both versions prepared by the softwares, note the differences and manually file 1040x then. Thank you!!