Tax FY23

Forum|Forum|1 year ago
September 25, 2024
1 reply
30 views

@AceofTheBay

Dear Turbo Tax,

What should I do if a tax incentive is missing from my taxes from previous years? How many years back could I get an advisor to request a revised deduction for my proper refund?

V/r,

Ace of the Bay

tulipan

Level 5

Hi! Great question!

In order to claim a deduction you missed in a previous tax return you already filed, you would need to amend the return from the previous year(s). Assuming you used TurboTax to prepare your previous return(s), please follow the instruction in this article: How do I amend my federal tax return for a prior year? You can also amend any state return using the same procedure.

You have 3 years after the date you filed the original tax return or within 2 years after you paid the tax due on the original return, whichever is later, to amend. See this TurboTax article: What is the deadline for filing an amended return?

I hope this helps.