I need to amend last year's filed return to adjust Roth IRA contributions. I had done a Roth IRA carryover and shouldn't have reported over-contributions to Turbotax.

[j935]

Now this year, it is saying that I need to withdraw over-contributions from last year, but I already did a carryover so I'm getting doubly penalized & Turbo has the wrong info.

[LaShaunA3]

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. 

1. You must first wait until the initial return is completely processed. This means waiting until the payment submitted with the tax return has been processed, or your refund has been received.
2. You will have to use the same TurboTax account that you used for the original tax return.
3. Once you begin your amendment, you'll see your original return.
4. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
5. Only make changes to the areas of your return that need to be corrected.
6. 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

[j935]

1. Oh it was processed last year and I received a refund. The problem is that when I click “Amend…”, Turbotax just says it’s checking for errors, then no arrows found, and I can’t get in there to make any changes.

All of your steps 2-5 are not available to me because Turbo is sending me in a loop saying it’s all filed and processed. 

thank you for replying! 

[j935]

So I don't know if you saw my other post, but the problem is that Turbotax will not let me amend the form. It immediately takes me to the page where they "check for errors" (even though it's filed and I've received the refund) and it says it's all good and it won't let me edit/re-enter that form. What do I do? 2025 taxes are due soon, and they're not letting me move forward on that until I fix the 2024 return. This return says we over-contributed to our IRA last year, and that's because I made a mistake on the year before's return. Help?

[CatinaT1]

Please call TurboTax Customer service if you are still experiencing this problem.  Here is a link:  Turbo Tax Customer Service