Filing an amended return

[Midalvri]

Let's say I file a return that is incorrect because I prefer to do so instead of getting penalties and interest. Later I have the necessary information and I can file the correct return. How and when do I file an amended return with TurboTax? For example, can I file an amendment for tax year 2022 in 2024, or do I have to file the amendment by the end of 2023?

When the earliest can I file an amendment: do I have to wait for the IRS/the state to process my original return and only then file the amendment?

[Loretta P · Accepted solution]

Hello @Midalvri ,

You must file the amended return within three years from the original filing deadline, or within two years of paying the tax due for that year, if that date is later.  You should wait for the IRS to accept the original return before filing the amended return so as not to confuse things.  

Here are some links to assist you with the amends process:

How to File an Amended Tax Return with the IRS

How to Correct Federal Tax Returns 

Amending Your Income Tax Return 

[Midalvri]

Thank you Loretta P! Do you know if I can file an amendment for tax year 2022 using TurboTax in 2024 or do I have to do this manually (and on paper)?

[Loretta P]

If you used TurboTax Online to prepare your 2022 return, and you find out later you need to amend, there should be a button you can select to amend the return.  

If you used TurboTax Online, simply log in to your account and select “Amend a return that was filed and accepted.” If you used our CD/download product, sign back into your return and select “Amend a filed return.” You must file a separate Form 1040-X for each tax return you are amending.

[Midalvri]

Thank you. I don't know how far in the past years can go with TurboTax Online, for example filing an amendment now for tax year 2020 may not be possible. What do you think?

[Loretta P · Accepted solution]

If you prepared your original tax return using TurboTax, log in to your account, open the tax return you already filed for 2020, and click on the link to amend your return. From there, the software will walk you through the process of filing the amendment.

How do I view, download, or print a prior-year tax return?