I want to amend my 2023 return. When will the 1040-x and instructions be available for TurboTax Deluxe?

If you want to make changes or add a document to a tax return that has already been submitted, you should follow these guidelines. 

• You must first wait until the initial return is completely processed. 
• You will have to use the same TurboTax account that you used for the original tax return. 
• Once you begin your amendment, you'll see your original return.  
• The refund calculator will start new at $0 and only reflect the changes in the refund or tax due 
• Only make changes to the areas of your return that need amending. 
• You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment 

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download 

 

I just e-filed my amended return to the federal government & NY, for which the amount I owe to the federal government went down and my state refund went up. TurboTax told me to send in a 1040-V payment voucher, even though I provided by routing number when I initially filed my returns & when I filed the amended return. Am I just supposed to send the payment voucher without a check or am I supposed to send a check? If the latter, how do I know the IRS won't take money out of my account after I paid via check?

When you set up a payment in TurboTax, in addition to asking you for your bank account, it also asks for a date you would like the payment to come out.  There is also a statement that prints in your return to show that a payment was set up.  

You should review your return and see if the payment was set up before mailing your voucher.  The voucher would need to be mailed out with your check.  

 

If you have not printed your return yet to review it, follow the next steps:

 

• Select Preview or print returns if your return has been accepted, or
• Select Your tax returns & documents to expand it if needed and select Download/print return (PDF).

@mvmchugh