You only need to file the amendment if the ''revised'' 1099-DIV changes something that affects your original (already accepted) return. Amounts or numbers will need to be amended, but things like addresses do not require amending. Verify that you do need to amend before amending. The amending software was scheduled to be ready for 03/25, but it was pushed back a day last week, but it should be working for all versions as of today.
The link should work for MAC as well as windows if you are using the instructions for TurboTax CD/Download. Here are the instructions.
- Make sure you’ve mailed your original return and that you’ve either received your refund or the IRS has taken payment out of your account. (The IRS will only accept a 1040X, or amended return if your original 1040 was accepted.)
- Open TurboTax.
- Select Amend a filed return.
- Select the return you want to amend, and follow the instructions to make your changes.
- Now, make an "amend" copy of your return by selecting Save As (Mac: select Duplicate) from the File menu. This preserves the originally-filed return.
- Name the copy to distinguish it from the original, like 2020 Amended Smith B Form 1040 Return.
- You should now be working inside the copy you'll be amending. Inside your program, search for amend and then click the Jump to link.
- Select Continue on the We'll help you change (amend) your return screen.
- On the following screen, Did you already file your return? select Yes, I've already filed my return, and then select I need to amend my 2020 return.
- Select Continue and then carefully follow the instructions to amend.
Don't worry if your refund meter drops to 0; this is normal. Your calculations will come out correctly in the end.
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