Do I use PIN from previous year to file amendment of last year's return or use the new PIN I got this year?

[ade_tw]

I'm filing an amendment for 2023 tax return. On 1040x, should I put PIN I got from last year or the new PIN I got this year? 

[MarilynG1]

If you're Amending your 2023 Return, use your new 2024 IP PIN. 

The annual IP Pin must be used when filing personal federal tax return(s) during the year, including prior-year tax returns and amended returns filed.

In the FILE section, TurboTax may ask you for a 5-digit PIN (or your AGI), which may already be filled in for you from your original return, so you don't need to change it.

[gjcoram]

I just had my 2023 amended return rejected because of an incorrect IP PIN. I used TurboTax on-line last year and this, and I had entered my new 2024 IP PIN (and this year's return was accepted). However, TurboTax apparently did not use the new IP PIN when it e-filed the amended return.

Now, when I look at my account, it says I need to download the desktop version of TurboTax in order to amend my return, and the link to "Learn More" indicates I will have to purchase the desktop version.

Is there really no way to re-try the e-file with the new IP PIN?

[BrittanyS]

To edit an amended return that has been rejected, follow these steps:

1. Sign into TurboTax
2. Select Amend your taxes
3. Select amend due to my return being rejected.

[gjcoram]

Hi BrittanyS -

I got an email with a different response to my question, but I don't see that here on-line.

I'm signed into TurboTax Online; I go to the "Your tax returns & documents" section at the bottom of the page, and click 2023. It shows REJECTED Amended Federal Tax Return; to the left is a drop-down "Amend (change) 2023 return." When I click that, it says

How to amend your 2023 return

1. Download your .tax file
2. Then download TurboTax Desktop 2023 for or for Windows or for Mac.
3. Finally, open your .tax file using TurboTax Desktop 2023, and amend your return. Learn more.

If I go back to 2022 and click "Amend (change) 2022 return" there's a button "Amend using TurboTax Online" but that button is not present for 2023.

[BrittanyS]

Try the following steps to see if it will open the amended return for changes:

1. Click State Taxes
2. Click Add State (you will not actually add a state, this will just open the return for changes)
3. Then see if the options above are available
4. Download your .tax file
5. Then download TurboTax Desktop 2023 for or for Windows or for Mac.
6. Finally, open your .tax file using TurboTax Desktop 2023, and amend your return. Learn more.

@gjcoram 

[gjcoram]

I don't see an option to Add a State for 2023, which is the return I'm trying to amend. (I do see the option for 2024, but when I click 2023 in the historical section, there's no option to add a state.)

[BrittanyS]

Can you send a screenshot of what options come up when you select amend your return?  Make sure your personal information is not showing when you send the screenshot.

@gjcoram 

[gjcoram]

[gjcoram]

I tried following the instructions available: downloaded my .tax file, downloaded TurboTax for Desktop, but when I tried to open by .tax file, it said I needed to download the state versions, also, and said I needed to pay $45 for each state (I filed 3, but I was able to e-file the one I needed to amend).

[gjcoram]

I had been trying to do this with TurboTax Desktop for Mac that had been previously installed. Monday, I called Intuit, and someone did a screen-share to try to help. I downloaded TT Desktop for PC; it seems to be a special version for amending 2023 returns (not the regular version like I had used last year). However, this version also insisted on getting the state versions, and it crashed 3 times trying to do so. Finally, we gave up, and the Intuit rep showed me how to download the PDF of my amended return so I could just mail it in.

[taxlady28]

A 2023 amendment may  crash when you try to efile it.  You may need to print and mail the pdf.

[gjcoram]

taxlady28 - The e-file was transmitted just fine with TurboTax online. The IRS rejected it due to an incorrect PIN, but TT didn't crash.

[taxlady28]

@gjcoram 

So glad to hear that.  I did not think it would go through.

[vbmsanon]

I see the exact same thing as you. Mine too got rejected for exact same reason.