Questions about amending 2025 return with Turbotax Home & Business Desktop version

[rvmeush]

Schwab sent me a corrected 1099 on Apr. 14, one day after I filed my taxes so now I have to file an amended return.  I have not done amended taxes before and I have a few questions before I start.   

Will I be able to download and import the one corrected 1099 from Schwab using the Turbotax amendment process?  I currently have 3 accounts but only one was corrected and needs to be changed.

I understand that I can submit my amended federal return through Turbotax without additional charges - is that correct?   Will Turbotax guide me through an update of my Maryland state return, and can I submit my amended return electronically again (I already paid once for state e-file).

Thanks for any help you can provide.

[CatinaT1]

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, 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 to be corrected. 
• 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 

[rvmeush]

Thank  you.   How do I tell if my return was "completely processed"?    I got a message that my return was accepted, and I could see that my tax payment was withdrawn from my bank account.   But do I get a notice from someone that my return was completely processed?   And, if there is a corrected 1099 form wasn't accounted for, wouldn't this result in a notice from the IRS that my tax return wasn't completed properly?

[Vanessa A]

No.   You do not get a notice saying that your return was completely processed.  You can check your IRS Online account to see the status of your return when you owe money. 

If there was a corrected 1099 that was not accounted for, and the IRS caught it, yes, you would get a letter from them letting you know they are making changes to your return.  If you did not include correct information and your return was processed, then you can amend your return by signing back into your account or program and clicking the amend button.