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Level 1
February 29, 2024
Solved

Amend 2023 return

  • February 29, 2024
  • 1 reply
  • 14 views

I just electronically filed my 2023 return with Turboxtax, it was accepted.  I forgot to include a 1099-B for a stock sale.  Can I amend my 2023 return immediately and what are the steps to do this?

 

Best answer by VolvoGirl

Expert Reviewed

You should not amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.  

 

How to Amend this year

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US

1 reply

VolvoGirl
VolvoGirlAnswer
Level 15
February 29, 2024

Expert Reviewed

You should not amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.  

 

How to Amend this year

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US