KathrynG3
Expert Alumni

Retirement tax questions

If you have not already submitted your return, then update your first stimulus payment by following these steps:

  • Go to the search box in the top right corner and enter stimulus.
  • Click the Jump to link to go to the Recovery Rebate Credit section.
  • Answer yes to It looks like you qualified for the stimulus, did you get any payments?
  • At Let's double-check the amount you received, select no to adjust the amount received.

 

If you have already submitted your return and did not ever receive an email allowing you to adjust your tax return, then you may need to file an amended return. It is unclear at this time whether the IRS will automatically adjust the stimulus for returns that have been reported incorrectly.

  • To amend(change) the return, open your tax return. You will be at Tax Home. 
  • Scroll down to Your tax returns & documents and Show.
  • Select Amend(change) my return and follow the prompts. 
    • This will assure that TurboTax retains the original filing details to report in the first column of Form 1040-X before reporting the change in the second column and the updated return in the third column.
  • Once the Amendment is started, then follow the steps above to return to the stimulus payment section

 

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