Amended Tax Return

[FlHans]

I received a K-1 after I filed my taxes due to a death in the family. If I try to amend my return it is asking me questions about the amount an I bond I purchased as part of my refund. I am assuming that I leave those fields the same as when I originally submitted my initial tax return. If I change them to zero (0) I get all kinds of errors.

These might be questions for Intuit on an amended return:

1. Why is TurboTax asking for information on I-Bonds during the check return when I have already received it as a result of my initial filing?

2. I entered the new K-1 and when I got to the errors listed above. When I got the errors, I exited without saving my changes. When I went in again the changes for the K-1 were in the form.

[JulieS · Accepted solution]

Yes, you get errors when you amend a tax return that contains Form 8888, which is used to split refunds and buy I bonds. Because your refund is different than the original, you will need to delete Form 8888 from your amendment to get it e-filed. 

If you are using TurboTax Online: 

1. Open your return and  scroll down to Tax Tools on the bottom of the left side menu.
2. Select Tools.
3. Click on Delete a form (third on the list at the bottom of the screen).
4. Find Form 8888 on the list of forms.
5. Click Delete to the right.
6. Confirm your Delete.
7. Click Continue with my return.

If you are using the Desktop version (from a disc or download):

1. Click Forms toward the upper right corner. 
2. Find Form 8888 on the list on the left.
3. Highlight it, then click Delete in the lower left corner of the reading pane.
4. Click on Step by Step in the upper right corner to return to the interview.
    

[FlHans]

Thank you! This worked.