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Ammending a Return

I just filed my state a local tax returns. (Federal already accepted, State pending.)

 

Now I located a 1099-R that was not entered. It has the impact of reducing what I owe to federal and increasing what I owe to state. 

 

How do I used TurboTax to amend the return? I'm most concerned with the underpayment to state.

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1 Reply
MindyB
Employee Tax Expert

Ammending a Return

Here is how to amend a return to update for the 1099-R, from How do I amend my federal tax return for a prior year?:

 

"TurboTax Online

1. On the Tax Home screen, scroll down to Your tax returns & documents and select 2025.

2. Select the Amend (change) return dropdown, then Amend using TurboTax Online. If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax Desktop instead.

3. Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return."

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