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Level 2
July 13, 2024
Question

Amend Tax return

  • July 13, 2024
  • 9 replies
  • 163 views

Hello,

 

I filed my 2023 tax returns with my son's ITIN included. At the time of filing the taxes, ITIN was expired and so I had to file it by visiting the IRS assistant along with W7. Later I received a notice CP567 from IRS and also return was completed with adjusted Refund.

 

Now, I need to amend my return including the W7. I am trying to fill the details on TurboTax but it is very confusing. Probably the confusion caused is because of the status on Turbotax for my 2023 taxes. The status on Turbo tax is still showing as Return accepted by the Federal and State which is already completed for me.

 

Now, can you please suggest how can I fill forms for amendment?

9 replies

Alumni - Expert
July 15, 2024

Please see this link for guidance on starting your amended return.

 

How do I amend my federal tax return for this year?

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Level 2
July 29, 2024

Thank you for the response. The problem I have is Turbotax still shows as if IRS refund is not completed. I think If the status on the Turbotax is updated, filing amendment will become easier for me. I am not sure where should I mention the refund received from IRS while claiming the 1040-X.

 

Thank You

Venkat

Level 2
July 29, 2024

 A lot of users have trouble getting 1040-X line 18 updated after an adjustment by the IRS.

If you can't figure it out,

you may have to prepare the 1040-X yourself, you can get a copy in fillable PDF from the IRS.

It would have to be mailed in.

 

@Venkatbollu 


That will be my final step if Turbotax customer service are not looking into this issue. They need to retrieve or provide us an option to update on the status of the return to make it easy for us.