MonikaK1
Expert Alumni

Retirement tax questions

You should complete your state return after completing all of the entries on the Federal return. If you made changes to your Federal return after working on the state return, and you have not yet filed your returns, you may want to delete the state return and complete it again. Your state rules may differ somewhat from the Federal rules. 

 

You can preview your return before filing to find out how your taxes were calculated. See here for details. 

 

Please see this TurboTax article for more information regarding IRA deductions.

 

If you have already filed your return and determined that it needs to be amended:

 

Before you can file an amended return, the original return will need to have been processed by the IRS (refund issued / payment processed). 

 

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.

See this article for more information on filing an amended return.

 

See this IRS webpage for a decision tool to complete in order to determine if you need to file an amended return. 

 

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