LindaS5247
Expert Alumni

After you file

 

If you are using TurboTax Online:

  1. Sign in to TurboTax
  2. On the home screen, scroll down to Your tax returns & documents and select the year you want to amend
  3. Select Amend (change) return, then Amend using TurboTax Online
    • If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax CD/Download below instead
  4. On the screen OK, let's get a kickstart on your amended return, select the reason(s) you're amending and Continue
  5. When you reach Here's the info for your amended federal return, select Start next to the info you need to change
  6. Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return


If you are using TurboTax Desktop/CD:

  1. Open the TurboTax CD/Download software for the year you're amending
    • For example, you must amend your 2022 return in the 2022 version of TurboTax
  2. Under Need to File an Amended Return?, select Amend a Filed Return
    • The 2019 version of TurboTax may say Amend a return (make changes) after it was filed and accepted by the IRS instead
  3. Select Amend for the return you need to amend
  4. On the We’ll help you change (amend) your return screen, select Continue
  5. Select Yes, I’ve already filed my return
  6. Choose the option that best applies when asked Tell us a little more about your amend situation and Continue
  7. On the next screen, select Update next to the info you need to change
  8. Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return
  9. Don’t forget to select Save As (or Duplicate on Mac) from the File menu when you save a copy of your amended return. This will preserve the tax return you originally filed
    • Give the file a different name from the original, like 2021_amended_tax_return_Smith

When to file an amended tax return

There are times when you should amend your return and times when you shouldn't. Here are some common situations that call for an amendment:

  • You realized you missed out on claiming a tax deduction or credit.
  • You accidentally claimed the wrong tax filing status.
  • You need to add or remove a dependent.
  • You forgot to claim taxable income on your tax return.
  • You realize you claimed an expense, deduction or credit that you weren't eligible to claim.


Click here for how to file an amended return in TurboTax.

 

Click here for a video on how to amend your return in TurboTax.

 

Click here for details on Do I Need to Amend?


 


 

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