You will first need to replicate your return in TurboTax so the results are identical to your originally filed return. Do not e-file the return - select print and mail. The next steps are below.
Here's a general guide on how to amend your tax return within TurboTax:
1. Access Your Tax Return:
TurboTax Online:
Sign in to your TurboTax account.
Navigate to "Your tax returns & documents" and select the tax year you need to amend.
Choose the "Amend (change) return" option, and then "Amend using TurboTax Online".
2. Begin the Amendment Process:
Follow the on-screen instructions to start the amendment process.
You might be prompted to confirm if you've already filed and received your refund (or paid your taxes due) from the original return.
3. Make Your Corrections/Changes:
TurboTax will guide you through the process of reviewing and making necessary changes to your return.
You'll likely see your original return displayed, allowing you to identify the areas that need correcting.
Make the necessary adjustments to income, deductions, credits, or any other relevant sections of your return.
TurboTax will automatically transfer changes you make to your federal return to your state return (if applicable).
4. Review and File Your Amended Return:
Carefully review all changes you've made.
Ensure all information is accurate and complete.
Follow TurboTax's instructions to e-file (if applicable) or print and mail your amended return (Form 1040-X).
You may need to attach supporting documentation depending on the changes you've made.
Important Notes:
Wait for Acceptance:Before amending, wait until your original return has been accepted by the IRS (or mailed if paper-filing).
Amend Only What's Necessary:Only make changes to the areas of your return that require amending.
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