Solved: Hi, I just found out that Turbotax 2023 has entered my 1099-Div and 1099-int twice in my last year's return? How to get refunds for the overpaid taxes and fines?

2 Best answers

Expert Alumni

Apr 14, 2025 10:59:32 AM

You will have to amend using the TurboTax 2023 Desktop software.

To start a Form 1040_X in TurboTax you can use the instructions below. ‌

If you used TurboTax Online, you will

log in to your account.
On the "Tax Home" screen scroll down to "Your Tax Returns & Documents " and
Select the year you want to amend
Select "Amend" (change); return dropdown, then
"Amend using TurboTax Online"
Continue through your screens and make the necessary changes
Answer all follow-up questions carefully

If you used our TurboTax Desktop (CD)

Open TurboTax Desktop for the year you are amending (i.e. if you are amending a 2023 return, you must use the 2023 software)
Select “Amend a filed return” under "Need to Amend a Filed Return?"
Select "Amend" for the return you want to amend (if it is not an option select "Find a Tax File")
On the screen "Do You Need to Change Anything Else" make the changes you need to make
Answer all of the follow-up questions
Follow the TurboTax prompts to prepare your amended return
Select "Save as" from the "File" menu to save a copy of your amended return.

If you're amending your return for 2023 or earlier, you need to print and mail your amended return. Follow these instructions to amend a prior-year return.

You can use this IRS tool to determine if you should amend your tax return, click here and select "Begin" to enter your information. It will ask you questions about your issue.

Three weeks after mailing your amendment, you can start tracking it at Where's My Amended Return? on IRS.gov.

Some things to keep in mind:

You must wait until your original return has been accepted to amend it.
Amend only if you need to make a change to a return you have already filed.
Wait until you get your refund or have paid your taxes. Have a copy of your original return at your side before you start. And be sure you use the correct year’s software of TurboTax.
You must file a separate Form 1040-X for each tax return you are amending.
Amended returns can take more than three months for the IRS to process.
Gather your original tax return and any new documents needed to prepare your amended return.
Print a copy of your return that you are amending and have it ready to refer to.
Use the same TurboTax account you used to file your original return.
Be sure to only make changes to the areas of your return that need amending.

Click here for how to file an amended return.

Click here for additional information on Form 1040X.

Expert Alumni

Apr 14, 2025 11:01:40 AM

You will have to amend using the TurboTax 2023 Desktop software.

To start a Form 1040_X in TurboTax you can use the instructions below. ‌

If you used TurboTax Online, you will

log in to your account.
On the "Tax Home" screen scroll down to "Your Tax Returns & Documents " and
Select the year you want to amend
Select "Amend" (change); return dropdown, then
"Amend using TurboTax Online"
Continue through your screens and make the necessary changes
Answer all follow-up questions carefully

If you used our TurboTax Desktop (CD)

Open TurboTax Desktop for the year you are amending (i.e. if you are amending a 2023 return, you must use the 2023 software)
Select “Amend a filed return” under "Need to Amend a Filed Return?"
Select "Amend" for the return you want to amend (if it is not an option select "Find a Tax File")
On the screen "Do You Need to Change Anything Else" make the changes you need to make
Answer all of the follow-up questions
Follow the TurboTax prompts to prepare your amended return
Select "Save as" from the "File" menu to save a copy of your amended return.

If you're amending your return for 2023 or earlier, you need to print and mail your amended return. Follow these instructions to amend a prior-year return.

You can use this IRS tool to determine if you should amend your tax return, click here and select "Begin" to enter your information. It will ask you questions about your issue.

Three weeks after mailing your amendment, you can start tracking it at Where's My Amended Return? on IRS.gov.

Click here for how to file an amended return.

Click here for additional information on Form 1040X.

Expert Alumni

Apr 13, 2025 1:08:28 PM

Amended returns can be filed for both federal and state. Be sure to review the instructions carefully before you begin.

Level 1

Apr 13, 2025 10:05:59 PM

Will the Turbotax'23 help me file the amended returns? is there a particular menu I need to navigate to file the amended returns?

Expert Alumni

Apr 14, 2025 10:59:32 AM

You will have to amend using the TurboTax 2023 Desktop software.

To start a Form 1040_X in TurboTax you can use the instructions below. ‌

If you used TurboTax Online, you will

log in to your account.
On the "Tax Home" screen scroll down to "Your Tax Returns & Documents " and
Select the year you want to amend
Select "Amend" (change); return dropdown, then
"Amend using TurboTax Online"
Continue through your screens and make the necessary changes
Answer all follow-up questions carefully

If you used our TurboTax Desktop (CD)

Open TurboTax Desktop for the year you are amending (i.e. if you are amending a 2023 return, you must use the 2023 software)
Select “Amend a filed return” under "Need to Amend a Filed Return?"
Select "Amend" for the return you want to amend (if it is not an option select "Find a Tax File")
On the screen "Do You Need to Change Anything Else" make the changes you need to make
Answer all of the follow-up questions
Follow the TurboTax prompts to prepare your amended return
Select "Save as" from the "File" menu to save a copy of your amended return.

If you're amending your return for 2023 or earlier, you need to print and mail your amended return. Follow these instructions to amend a prior-year return.

You can use this IRS tool to determine if you should amend your tax return, click here and select "Begin" to enter your information. It will ask you questions about your issue.

Three weeks after mailing your amendment, you can start tracking it at Where's My Amended Return? on IRS.gov.

Some things to keep in mind:

You must wait until your original return has been accepted to amend it.
Amend only if you need to make a change to a return you have already filed.
Wait until you get your refund or have paid your taxes. Have a copy of your original return at your side before you start. And be sure you use the correct year’s software of TurboTax.
You must file a separate Form 1040-X for each tax return you are amending.
Amended returns can take more than three months for the IRS to process.
Gather your original tax return and any new documents needed to prepare your amended return.
Print a copy of your return that you are amending and have it ready to refer to.
Use the same TurboTax account you used to file your original return.
Be sure to only make changes to the areas of your return that need amending.

Click here for how to file an amended return.

Click here for additional information on Form 1040X.

Expert Alumni

Apr 14, 2025 11:01:40 AM

You will have to amend using the TurboTax 2023 Desktop software.

To start a Form 1040_X in TurboTax you can use the instructions below. ‌

If you used TurboTax Online, you will

log in to your account.
On the "Tax Home" screen scroll down to "Your Tax Returns & Documents " and
Select the year you want to amend
Select "Amend" (change); return dropdown, then
"Amend using TurboTax Online"
Continue through your screens and make the necessary changes
Answer all follow-up questions carefully

If you used our TurboTax Desktop (CD)

Open TurboTax Desktop for the year you are amending (i.e. if you are amending a 2023 return, you must use the 2023 software)
Select “Amend a filed return” under "Need to Amend a Filed Return?"
Select "Amend" for the return you want to amend (if it is not an option select "Find a Tax File")
On the screen "Do You Need to Change Anything Else" make the changes you need to make
Answer all of the follow-up questions
Follow the TurboTax prompts to prepare your amended return
Select "Save as" from the "File" menu to save a copy of your amended return.

If you're amending your return for 2023 or earlier, you need to print and mail your amended return. Follow these instructions to amend a prior-year return.

You can use this IRS tool to determine if you should amend your tax return, click here and select "Begin" to enter your information. It will ask you questions about your issue.

Three weeks after mailing your amendment, you can start tracking it at Where's My Amended Return? on IRS.gov.

Click here for how to file an amended return.

Click here for additional information on Form 1040X.

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Hi, I just found out that Turbotax 2023 has entered my 1099-Div and 1099-int twice in my last year's return? How to get refunds for the overpaid taxes and fines?