Have a W2-C for 2022 (in 2023 I had to return an overpayment that was paid out in 2022) and was told I need to use a desktop version for help filing. Which one do I get?

[alisa_watt]

Trying to figure out which desktop version of turbotax is needed in order to get help with W2-C from 2022.

[DianeW777]

You can use the TurboTax Basic version without knowing what else is on your 2022 tax return.  The following link will allow you to see the forms available in this version.

• TurboTax Desktop - Basic  It can be downloaded right from this link.

If you only have the corrected W-2C for 2022 as the change or amended area of the return, you will simply use your original return and change only the corrected boxes from the W-2C.

Use the link below to get started with your amended return:

• How do I amend a prior year return?

[SteamTrain]

BUT...if it affects your state too (it should), you should be getting Deluxe so that you don't have to pay for the state forms.  Here's the correct link to the 2022 TTX Deluxe purchase:

TurboTax® 2022 Prior Year Tax Prep - File Past Years' Taxes (intuit.com)

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(IF you buy from 3rd party....like Amazon, be careful to buy it where the package says PLUS STATE, because they also sell a Deluxe without one free state download....BASIC never contains a free state software set)

[Mike9241]

the only boxes in the 2022 w-2c that should have changed are 3,4,5,6 for which an amended return is not filed.

repayment in 2023 entitles you to a potential tax break in 2023 not 2022

if the repayment in 2023 was more than $3,000 (gross pay)  you can take:

1) as a deduction on schedule A line 16 denote as IRC 1341 repayment OR
2) recompute the taxes in the year you received the payment by excluding the payment. the decrease in taxes is taken as a credit on schedule 3 line 13b

you do not amend 2022 for the repayment

if less than $3000 sorry the tax laws do not entitle you to any recovery.

https://www.law.cornell.edu/uscode/text/26/1341