How do I use Turbotax to file an amended return with adjusted stock sale cost bases?

bogus828 · ‎April 17, 2024

How do I use Turbotax to file an amended return with corrected cost bases for stock capital gains?

CatinaT1 · ‎April 17, 2024

If you want to make changes or add a document to a tax return that has already been submitted, 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 amending.
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.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

CatinaT1 · ‎April 17, 2024

If you want to make changes or add a document to a tax return that has already been submitted, 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 amending.
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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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