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I have all new tax data. how do I load

 
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2 Replies
ReginaM
Expert Alumni

I have all new tax data. how do I load

To get started in TurboTax you simply open TurboTax with your user name and password

 

Fill out each of these sections in TurboTax:

  • Personal Info,
  • Wages & Income,
  • Deductions & Credits,
  • Other Tax Situations,
  • State Taxes,
  • Review,
  • Finish & Pay.

TurboTax is self explanatory through these sections.  If you get stuck, reach out on this Board, someone will be happy to help you.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

I have all new tax data. how do I load

Did you already file a return?  If not, Click on Add a State to let you back into your retun. 

 

If you have filed.....

You cannot change or add anything on the return that you e-filed.  It is too late, just like when you put an envelope in a US mailbox

Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and add or change it and resend it.

If the IRS accepts your return, then you have to wait until it has been fully processed and you have received your refund or paid the tax due. THEN you can prepare an amended tax return 1040X and mail it in. You cannot e-file an amended return.  Meanwhile, DO NOT change anything on your return until you start the amended return. If you did change or add the missing info then take it out and put your return back to the way it was when you first filed it.

You can check your efiling status here,
https://turbotax.intuit.com/tax-tools/efile-status-lookup/

How to amend an Online return
https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-turbotax-online-return/00/27577

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