First make sure that you need to amend your return. You need to amend your return if there is information missing or incorrect on your original return. When you amend only correct the information that is incorrect, do not change anything with the rest of the return.
If you filed your original return with TurboTax, then you need to sign in to your account:
- On the home screen, scroll down to Your tax returns & documents and
- select the year you want to amend
- Select Amend (change) return, then
- Amend using TurboTax Online
- If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax CD/Download below instead.
- On the screen OK, let's get a kickstart on your amended return, select the reason(s) you're amending and Continue.
- When you reach Here's the info for your amended federal return, select Start next to the info you need to change.
- Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return.
If you did not file your original return with TurboTax, then you will need to download the 2023 program, recreate your original return, complete it, then start an amended return.
- Open the TurboTax Desktop software for the year you're amending.
- Under Need to Amend a Filed Return?, select Amend a Filed Return.
- Select Amend for the return you need to amend. If the return you need doesn’t appear as an option, select Find a Tax File to find and load the return.
- On the Do you need to change anything else screen, select Update next to the info you need to change.
- Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return.
Don’t forget to select Save As (or Duplicate on Mac) from the File menu when you save a copy of your amended return. This will preserve the tax return you originally filed. Give the file a different name from the original, like [tax year]_amended_tax_return_Smith.
