bulbataxes
Returning Member

Ammending Return Question

Hey there! So I have to file an ammendment for my partner's tax return (left out a W2) and had a few questions. For context the original has been accepted by federal and state.

 

1. Should I wait until she receives the refund and file the ammendment? Only asking this because when I started the process for ammendment via Turbotax, after inputting the other W2 that was left out, she owed money for both federal and state. I did read online from others stating to wait for refund from original return and then ammend. 

2. During the ammendment process (I do plan on e-filing since it's more convenient) do I include the original tax documents as well or is it just the missing W2? 

3. I'm also assuming that I will need to pay for the upgraded version of turbotax to file ammendment right?

 

Thanks in advance!