Hello,
Thank you for your help. What's happening doesn't quite match your list:
1. I open Turbotax 2021 Premier for Mac.
2. On the home screen, under "Manage Your Returns", I see the option "Amend a return (make changes) after it was filed and accepted by the IRS". I click on that.
3. Your next step says "select the return you wish to amend then, Continue." The current screen says "We'll help you change (amend) your return" and has 3 bubbles containing "Step 1", "Step 2", and "Step 3". There is nothing to click on to select the return I want to amend. I click continue anyway.
4. On the next screen I click "Yes, I've already filed my return." and "I need to amend my 2021 return" and "Continue."
5. On the next screen, since I need to add a 1099-DIV, I click on the "update" button next to wages and income.
6. The next screen is titled "Let's get your W-2 info". This is where I'm confused. I don't need to change my W-2, and also I've already entered all my W-2 information in my original return. Why is it asking me to re-enter it? I never asks me to select the file containing my original return, so I'm confused about that, too. Do I just re-enter my W-2 and keep going? Will I have to re-enter all my wages and income info?
I appreciate any guidance you can give.
Bill
You should not enter any W-2 information. The program may just start at that point since that is a common thing to do. You should see an option to skip over that and then see a list of your income by category. You should see a list of the income items you entered, one of which is the Interest and Dividends section where you can add your 1099-DIV. If not, then you do not have your original return open, so click on the File option on your menu bar and open up the tax file that you used to submit your tax return.
Once you have your tax return open, use the Other Tax Situations menu tab to find the Other Tax Forms option where you will see the Amend a return option.
@wawjr
