topic Individual 2023 Amendment Filing in After you file

Individual 2023 Amendment Filing

LCG5 — Wed, 20 Mar 2024 20:33:14 GMT

How do I file an amendment to my 2023 individual filing?

Re: Individual 2023 Amendment Filing

Cynthiad66 — Wed, 20 Mar 2024 20:36:16 GMT

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.

Amend TurboTax Online

Amend TurboTax CD/Download

Re: Individual 2023 Amendment Filing

LCG5 — Thu, 04 Apr 2024 20:05:47 GMT

Generally speaking I thought this was good. However, my federal filing did not reset to 0. Let me explain further my situation. I owed the IRS some $400+ which was paid according to my bank records. I needed to amend because I forgot to add in a K-1 I received. On reset the IRS value is not $0 but $200+. What happened?

Re: Individual 2023 Amendment Filing

AmyC — Thu, 11 Apr 2024 16:37:33 GMT

The meter usually resets but sometimes a piece of data is stuck or you have an unusual situation. As long as the final forms are correct, the meter is not important. It is just a guide. Be sure to mark that you paid the original amount due.