@EN07 wrote:
I believe I need to amend my 2020 Tax filing to include the pension lump sum payment. I also need to amend the filing to include some business expense that I forgot to include when I filed my taxes. Are these Amendments easy to do through TurboTax?
If you originally used Turbotax, filing an amendment is about the same complexity as filing an original return. Use the same account, log in, and choose "file an amended return" from the list of things you can do. You will want to read the instructions carefully and provably print them out so you can refer to them when they are off the screen. There is no additional cost to amend if you paid to use Turbotax to file in the first place.
If you did not file with Turbotax, to file an amended return you would first have to prepare an original return that is identical to the return you originally filed. "File" this return by telling Turbotax you will print and mail it (don't try to e-file it). Then log out, log back in, and choose "amend". You will have to pay the Turbotax fees to do this.
If you change your taxable income or deductions, you will probably also have to file an amended state income tax return.
