topic Amending a 2023 Tax Return in Get your taxes done using TurboTax

Amending a 2023 Tax Return

CMMendoza525 — Wed, 19 Mar 2025 16:09:54 GMT

Having to amend my 2023 tax return, to date I have not received this tax refund yet. After months of IRS extensions, and reviews, it came down to a simple error. I loaded an erroneous travel W2 from an incorrect year in the amount of $2500. This was not enough to change my overall tax bracket. It did change my refund amount of an estimated $7400 to $7200. However, when correcting the 1040X, it now says I have to pay $266. Why? Why am I having to pay this $266, when I haven't received my initial refund for that year? Why wouldn't the corrected amount just be sent when this amended return is finally sent to me?

Re: Amending a 2023 Tax Return

RobertB4444 — Wed, 19 Mar 2025 16:12:39 GMT

It assumes that you have already received your refund as you are filing the return. You can adjust the refund received amount to zero and it should solve the problem.

@CMMendoza525

Re: Amending a 2023 Tax Return

CMMendoza525 — Wed, 19 Mar 2025 16:17:38 GMT

Awesome, thank you for that

Re: Amending a 2023 Tax Return

CMMendoza525 — Wed, 19 Mar 2025 16:22:48 GMT

Next question, how do you set the refund amount to zero? Having never had to do this, I'm unfamiliar with that

Re: Amending a 2023 Tax Return

DianeW777 — Wed, 19 Mar 2025 16:32:32 GMT

In TurboTax Desktop you can change to Forms and manually change the number on your 1040-X. If using TurboTax Online you may need to switch to TurboTax Desktop. If you print your return to mail, you could make the changes on the paper copy before your file depending on what is easiest for you.

How do I switch from TurboTax Online to TurboTax Desktop?

@CMMendoza525