etax2215
New Member

How do I change my filing status from mail in to e-file

I've already selected mail in and saved it, then logged out.  I've changed my mind and want to e-file.  But can't figure out how to change it in Turbo Tax

Get your taxes done using TurboTax

As long as you have not actually filed (mailed or efiled), here's how to change filing methods if TurboTax thinks you are finished:

  • Log in and go to your 2016 Tax Timeline.
  • If TurboTax thinks you are finished, there will be no orange "Take me to my return" button.
  • So in that case, scroll down to "Some things you can do."
  • Choose "Add a State."  (you don't really add one; that's just to get the return to open up.)
  • Once the return is open, go through the REVIEW tab to be sure all is still in order.
  • Then go through the FILE tab and change the filing method to "efile."
  • Then be sure you go all the way to the end to the final screen which has a button "Transmit Returns Now" and click that.

NOTE:  Do NOT use this method to open a return to make changes/edits to an already-filed return (one that has actually been mailed or efiled.)   If you later need to make changes to an already-filed return, you have to go through the formal amending process, and your return must start off exactly as originally filed.