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Level 3
posted Apr 3, 2024 9:18:39 AM

Procedure for filing an amended 2023 return

We forgot to include a 1099-DIV on a 2023 return that has already been e-filed. I have seen in another post that an amended return should be filed after any refunds and/or tax payments have been completed from the original returns. Is that a valid statement? And, can the amended returns be e-filed or do they need to be printed and mailed in?

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1 Best answer
Expert Alumni
Apr 3, 2024 9:35:08 AM

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 


 

2 Replies
Expert Alumni
Apr 3, 2024 9:35:08 AM

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 


 

Level 3
Apr 6, 2024 7:12:19 AM

Thanks for this info. Will revisit after original returns are complete.