What should I do if I already filed my taxes, but another document showed up in the mail? How can I fix this mistake on Turbotax?

[xmasbaby0]

Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected.

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

The Form 1040X you might need becomes available in late February,  But wait until your return has been processed.

[TomK2023]

If your return has already been filed and accepted, you must wait until it has been fully processed (you get your refund) before you can amend (fix) it.

You won't be able to amend your return yet because the IRS hasn't released Form 1040X, the amended return form.

Check back in late February, when Form 1040X is typically released.

If you prepared your original tax return using TurboTax:

1. Log in to your account.
2. Open the tax return you already filed.
3. Click on the link to amend your return (which won't be available until mid-to-late February).
4. The software will walk you through the process of filing the amendment.

[theflo20]

I recieved a w2 from 3rd party disability insurance. Would I have to ammend for both state and tax?

[DawnC]

Probably, but maybe not.   If there are any changes to the amount of your refund(s) or amount(s) due, you will need to amend.   Wait until your original return is processed before you start the amendment.   

• Disability income paid by an insurance company may or may not be taxable:
  • If the premiums were paid by your employer and weren't included in your taxable income, the disability is taxable.
  • If you paid the premiums out of your own pocket or with payroll deductions that came out of your after-tax income, the disability isn't taxable.
  • If you and your employer jointly paid the premiums, only the disability amount covered by your employer's payments are taxable.

Full instructions are linked below.

How do I amend my return?

@theflo20