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tgarrett03
Returning Member

Duplicate entries in Schedule B

Duplicate entries in Schedule B part 1 int and 2 Div.  Probably caused by downloading from Financial institution twice. TT did not pick up the previous download/entries for Schedule B. I checked institution documents and they have a single entry in 1099 INT and DIV.  I have submitted and paid my Fed and state and tax due.

 

I'd appreciate any assistance to resolve the situation.

 

Regards,

[PII Removed]

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1 Reply
DianeW777
Employee Tax Expert

Duplicate entries in Schedule B

It depends. If your tax returns have been filed and accepted then you will need to amend them to remove the duplicate entires. Do not change your tax return until you read all the instructions. TurboTax needs to know the original numbers and the corrected numbers to provide the correct end results before you prepare it.

 

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

Amend a tax return for the current tax year - you can amend now as long as the original returns have been accepted.

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