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bg96160
New Member

c9an correct tax amont held ?

start process over ?
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1 Reply
LindaS5247
Expert Alumni

c9an correct tax amont held ?

If you are asking if you can correct your tax amounts withheld in TurboTax, it depends on where you are in the process. If you have not already filed your tax return, you can go back and edit your document entries for your Form(s) W-2 or 1099-R (the primary forms that you would have that show your tax withholdings) and edit the amount of withholdings you had.

 

You can also clear and start over if you have not yet filed your tax return and the errors are extensive. See: How do I clear and start over? This process will delete all of the information you have already entered.

 

If you have already filed your tax return, you will have to wait until it is fully processed and you have received your refund, and then you will have to amend your tax return using Form 1040-X. You can do this in your TurboTax program. See: How to File an Amended Tax Return with the IRS You will be able to track your amended return using this link:  Where's My Amended Return? 


 

To edit your W-2 and 1099-R entries to correct your withholding amounts, you can use the steps listed below.
 

To check your W-2 entries or to go back and re-enter your Form W-2 information, you can get to these screens in TurboTax as follows: 

 

  1. Click on "Search" in the top right of your TurboTax screen.
  2. Type "W-2" in the search bar.
  3. Click on the link "Jump to W-2"
  4. Your screen will show your W-2 Summary. Click on Review next to your form(s) W-2 to edit them
  5. Your screen will say OK, let's update the info we have for you and your employer. Click on Continue.
  6. Your screen will say Let's review the rest. In Box 2 (and Box 17 if you had state withholdings) correct your amount.
  7. Continue through the screens and answer all follow-up questions

 

If you have any Forms 1099-R that had withholdings on them you can edit them as follows:

 

  1.  Click on "Search" in the top right of your TurboTax screen.
  2. Type "1099-R" in the search bar.
  3. Click on the link "Jump to 1099-R"
  4. Your screen will say Review Your 1099-R Summary. Click on the pencil icon next to your Form(s) 1099-R to edit them. And Continue.
  5. Your screen will say Who gave you a 1099-R? Select the appropriate box and Continue.
  6. Your screen will say, Now, let's review your 1099-R provider's info. Review and Continue
  7. Your screen will say Enter your 1099-R details from XXXX. Box 4 Correct your withholding. Box 14 if you had state withholdings) correct your withholding amount.
  8. Continue through the screens and answer all follow-up questions.

 

Click here for How do I manually enter my W-2?

 

Click here for Where do I enter my 1099-R?


If you have additional information or questions regarding this, please return to Community and we would be glad to help.

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