All Posts

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 

Thank you for your reply.  I edited my original post with some additional details for your review. It doesn't make sense if the 5-digit 'turbotax' PIN is inputted incorrectly.  Your explanation states it will take either last years migrated return into current 2025 or allow any 5-digit 'turbotax' pin (even if wrong) to be allowed as long as AIG number is used. The app path to review the AGI does not match the app steps to get to change the AIG field. Thank you

If you don't have a 1099-R, you can't enter it. NY has a subtraction for pensions and the NY software is looking to see if you qualify based on your age. If you did enter a 1099-R in the federal: Once you are inside the New York state interview, you need to look for the Adjustments or Income section to ensure your 1099-R is handled correctly. The "Changes to Federal Income" screen: You will eventually reach a screen titled "Changes to Federal Income" or "Adjustments to Income." Received Retirement Income: Look for a line that says Pension and Annuity Exclusion or Received retirement income.  Click Start.

TurboTax online accounts cannot be deleted. You can clear all data from the tax return and then close the TurboTax window on your browser.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over

It is possible the IRS will seize your state refund to pay your federal tax liability. If that happens, you will get a notice from the IRS and/or state explaining that. The amount you owe the IRS will be automatically adjusted if this happens.

Tried doing this 4/15/2026 and ChatGPT said there was a way to eFile it and I followed the steps but couldn't get it to work so I guess TT still doesn't support it (neither do the POS Home versions).  So I printed and mailed it.  Felt like 1984, had to find an envelop and stamp and rush down to the Post Office to get there before 5 to get the on-time postmark.  I will probably eFile my taxes soon and they will get that before they get the extension in the snail mail and process it.  Can't believe in 2026 TT still doesn't support this.  Will be switching pay way too much for a clunky system that you have to fight to get it to do what you want.

To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Including Form 8082 with your return is not necessary unless the information you do report is different from what appears on Schedule K-1. If you haven't received the K-1, Form 8082 wouldn't apply. You can file now and amend later.   For more info see, IRS About Form 8082

The screen to enter EITHER your last year's AGI OR a 5-digit PIN that you select each year is towards the end of the section, just before transmitting.  If you used TurboTax last year and transferred your return, the AGI amounts may already be filled in for you. You can choose any PIN you want (zip code works).   Here's How to Find Last Year's AGI.   @turbotaxisterrible