How can I amend my 2023 tax return. I included my husband‘s pension with W-2 wages. How can I file the amendment through turbo tax?

[michelespatterson]

Because I included his pension as W-2 wages and not under pension wages, I had to pay taxes on my state return. I live in the state of Georgia, pensions are not taxed therefore I overpaid on my state return in 2023. I need to file an amendment to get my overpayment. I filed online with desktop TurboTax.

[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