Yes, you want to wait for your initial return to be completely processed before starting your amendment, including payment made. Yes, you will amend 2024 if you made the same mistake. Assuming you filed that return in 2025, you can go ahead with that amendment now. And yes, you are correct to assume you'll be paying tax on the incorrect deduction for the HSA.
If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.
- You must first wait until the initial return is completely processed.
- You will have to use the same TurboTax account that you used for the original tax return.
- Once you begin your amendment, you'll see your original return.
- The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
- Only make changes to the areas of your return that need to be corrected.
- You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Select your product below and follow the instructions.
Amend TurboTax Online
Amend TurboTax CD/Download
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