No, you do not need to amend it outside the TurboTax system. You can amend it using TurboTax but you will need to include Form 8621. TurboTax does not support 8621 thus you will need to download a copy here and include it in your return. After you finish the amendment, print and mail your return. Be sure to include the 8621 form you completed after downloading it.
The printing and mailing instructions will be included with your amendment. To amend.
For TurboTax Online
- Sign in and scroll down to Your tax returns & documents.
- Select 2024 and then select Amend (change) return.
- Select Amend using TurboTax Online.
- Follow the instructions.
For the Desktop, you will need a 2024 version of the software.
- Open the specific tax file you want to change. This 2024 tax file should be stored in your computer.
- Go to the Federal Taxes tab (or "Personal" depending on your version).
- Look for Other Tax Situations.
- Scroll down to Other Tax Forms and select Amend a Return.
- TurboTax will ask, "Did you already file your return?" Select Yes.
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