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aquint
New Member

amending MT state tax return

I have e-filed my federal and Montana state tax returns and both have been accepted. I get refunds for both returns.

 

I would like to amend my Montana state return since I have an additional $1200 contributed to 529 funds for my granddaughters which I didn't include in the original submission.

 

I have not received the refunds shown in the original submissions.

 

What is the best way to go about this?  Should I wait until I get my refunds?

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1 Reply
CatinaT1
Expert Alumni

amending MT state tax return

Yes. Wait until your original return is completely processed.

 

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 

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