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JayR2
New Member

Need to submit my amended return

I filed my 2020 return and the IRS and California Franchise Tax Board have already accepted (and paid my refund) my returns.  However, shortly after I filed my returns, I realized that I omitted some dividend and investment income.  I updated my Turbo Tax File (.tax) with that additional income but TurboTax didn't let me submit my Amended Return at that time.  I think it was too soon for filing Amended Returns.  Now I want to file my amended return but TurboTax app seems to think that my amended return file is my original return file.  When I go down the path of amending a previous return, since I no longer have the file version that was used in my original tax filing, the app thinks that the current version of the file is the original but it's actually the amended file.  I hope that makes sense.  How can I either submit this current version as an amended return or how can I update my current version to save it as my original return so that I can then use the "amend my return" capability.

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2 Replies

Need to submit my amended return

You must start with the original return and then start the amendment process.  Normally you just log into the original account by using the amendment option ... so why can you not do that ? 

 

 

To amend a return 

Some quick ground rules:

  1. Be sure the original return was filed and accepted.
  2. DO NOT go back into the return or change anything before you start the amendment process.
  3. Gather everything you need before you start.
  4. Complete the entire amendment process before you log out.
  5. Starting with 2020 tax returns you can E-File a 1040-X amended tax return.  All prior years must be printed and mailed.

 You can correct a return that you've already filed and had accepted.  Select the year that applies and use this guide to proceed.

Select your tax year for amending instructions:

For additional information please refer to  How to Amend

                           

JayR2
New Member

Need to submit my amended return

Hi Critter-3.  Thx for the response.  That is my problem....I don't have the soft copy (.tax file) of the original return anymore.  The system allowed me to edit my return after I had filed my return and so the only copy/version I have in electronic format is my newly amended return.  So, I believe my options/solutions are:

1.  Take my edited return (I edited it when I realized that I needed to amend my return and I actually amended/edit it but the system thinks my original filed return) and "trick" the system to think that this is an amended return (which it truly is no) and let me file it as an amended return with updated refund due info.

 

2.  System allows me to edit the current version and not think that it's part of the Amend your return process.  This will allow me to just edit it back to the original filed return.  Once I edit it back to that original filed version, I can then use the system's amendment process (what you described I should do) to then file an amended return.

 

Thanks for  your help.

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