If you want to change or correct some info on a prior-year (2023) tax return after you've filed, including from single to Head of Household here are some things to know before you begin:
- Make sure you really need to amend.
- Wait until your return has been accepted (or mailed, if paper-filing).
- Use the same TurboTax account you used to file your original return.
- Once you begin your amendment, you'll see your original return. Be sure to only make changes to the areas of your return that need amending. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due.
- Any changes you make to amend your federal return will automatically be transferred over to your state return.
- Log in to the TurboTax account you used for your 2023 tax filing.
- On the Tax Home screen, scroll down to Your tax returns & documents and select the year you want to amend.
- Select the Amend (change) return dropdown, then Amend using TurboTax Online. If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax Desktop instead.
Once in TurboTax Amend - here is how to Change Your Filing Status:
- Navigate to the "My Info" section.
- Select your name, then "Edit."
- Continue through until you reach the question about filing status
- Change your filing status to Head of Household and follow the prompts to update your information.
