Individual 2023 Amendment Filing

Forum|Forum|2 years ago
March 20, 2024
3 replies
10 views

How do I file an amendment to my 2023 individual filing?

Cynthiad66

Level 14

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

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LCG5Author

Level 2

Generally speaking I thought this was good. However, my federal filing did not reset to 0. Let me explain further my situation. I owed the IRS some $400+ which was paid according to my bank records. I needed to amend because I forgot to add in a K-1 I received. On reset the IRS value is not $0 but $200+. What happened?

AmyC

Level 15

The meter usually resets but sometimes a piece of data is stuck or you have an unusual situation. As long as the final forms are correct, the meter is not important. It is just a guide. Be sure to mark that you paid the original amount due.

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