Trying to amend my 2021 return

Forum|Forum|4 years ago
March 2, 2022
1 reply
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Looks as if the 2021 forms needed for amended returns are available for TurboTax Premier Mac (as of 3/1/2022). When I click on the amendment option on the TurboTax main page, it seems I have to type in all my information again. It doesn't know my name or personal details, or any of the other data from the return I need to amend. All I need to do is add a 1099-DIV that I forgot, but none of my W-2s, 1099s, etc. are displayed. It never asks about my already submitted 2021 return. Do I have to reenter all my data again? Can someone help me?

Best answer by ThomasM125

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

TiffanyL

Level 11

May I ask are you doing the amendment through TurboTax Premier or trying through TurboTax Online?

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wawjrAuthor

Level 2

Hello Tiffany,

I'm trying to do it in my Mac desktop version of Turbotax Premier. All I need to do is add another 1099-DIV. The amendment process in Premier seems to want me to re-enter all my income tax data. It doesn't ask me for the file containing my just submitted return (the one I want to amend), so I don't see how it can even calculate my tax amount. Maybe Turbotax has not implemented the amendment process and a future update will be required?

Your insight would be appreciated.

Best regards.

GeorgeM777

Level 11

As it appears you have already started amending your return, we need to know the steps you took to amend your return. Because you are using TurboTax Premier desktop, TurboTax recommends that you take these steps to amend your return.

Open your TurboTax 2021 software (you must amend your 2021 return in the 2021 version of TurboTax)
Select Amend a filed return, located near the bottom of the homepage
Select the return you wish to amend, then Continue
On the Did you already file your return? screen, select Yes, I've already filed my return and then select I need to amend my 2021 return
Select Continue. Don't worry if your refund changes to $0. This is normal for amended returns.
On the next screen, select Update next to the info you need to change, then follow the onscreen instructions until you reach the screen Do you need to change anything else?
- If you need to make more changes, repeat Step 6. When you’re done making changes, select Done
Carefully answer the remaining questions to finish amending your return
Don’t forget to select Save As (Mac: select Duplicate) from the File menu when you save a copy of your amended return. This will preserve the tax return you originally filed
- Name the copy you're saving so that you can distinguish it from the original, for example as 2021_amended_tax_return_Smith
You can e-file your amended federal return in TurboTax, but only some states allow you to e-file your amended state return. We’ll walk you through the filing options for your state at the end of the amendment process.

Note: Any changes you make to amend your federal return will automatically be transferred over to your state return. If you’re already amending your federal, you don’t have to make any changes to your state, unless you’re making state-specific changes.

Follow-up with additional information as appropriate.

@wawjr

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