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How do I amend my 2022 return to claim the federal credit for sick and family leave?

by TurboTax• Updated 3 months ago

Some TurboTax customers may have underpaid their 2022 federal taxes because they didn't claim the federal credit for sick and family leave.

You'll need to amend your 2022 return to correct the error. Select your product below for step-by-step instructions on how to amend and re-file your return.

  1. Sign in to the TurboTax account where you prepared your 2022 return. In Tax Home, scroll down to Your tax returns & documents, and choose 2022. If you have not already done so, we recommend that you print a copy of your original 2022 tax return for your records by selecting Download/print return (PDF). 
  2. Select Amend (change) return and then select Amend Using TurboTax Online.
  3. On the OK, let’s get a kickstart on your 2022 amended return screen, choose TurboTax sent me an email, then Continue.
  4. On the What did we contact you about? screen, choose Something else then Continue.
  5. On the Tell us which 2022 return(s) you want to amend screen, select 2022 Federal return. Then Continue. Your federal refund/balance due tracker will usually reset to $0. This is normal.
  6. On the Here’s the info for your amended federal return screen, select Done.
  7. On the Tell us why you’re amending your return screen, enter TO CLAIM FORM 7202 PART III SICK AND FAMILY LEAVE CREDIT. Then Continue.
  8. On the Let’s confirm your mailing address screen, confirm your mailing address. Then Continue.
  9. On the Do you want to designate $3 to a presidential campaign fund? screen, select your answer and then Continue.
  10. On the Do any of these less common situations apply to you? screen, select None of these apply to me, then Continue.
  11. On the Let’s double-check the amount you received screen, review your third stimulus payment information and then select Continue.
  12. On the We crunched the numbers and the amount you received looks right screen, select Continue.
  13. On the Let’s check your federal return screen, select Continue.
  14. On the Nice! Your federal return is in great shape screen, select Continue.
  15. On the We’ll run a complete check scan to finalize screen, select Check my info.
  16. On the You’re good to go! screen, select Continue.
  17. On the Here are the numbers for your amended return screen, your Federal refund will be displayed. Select Continue.
  18. On the Just one more step and we’ll file your return screen, select Start by Step 3 then continue through the screens to e-file your Federal amended return.
  19. Print and Save the amended return for your records.
  1. Launch TurboTax and open your 2022 return.
  2. Before you make any changes, select File and Save As... then add Amended 2022 return to the file name to preserve your original return.
  3. Select Online and Check for Updates. Allow the program to update if any are available.
  4. Select the Federal Taxes tab, (Personal tab if you’re using Home & Business), and then select Other Tax Situations. You may be asked to answer a few preliminary questions before you see a list of categories. Scroll down to Other Tax Forms and select Start next to Amend a Return.  
  5. On the We’ll help you change (amend) your return screen, select Continue.
  6. On the Did you already file your return? screen, select Yes, I’ve already filed my return. Then select I was contacted by TurboTax and told I may need to amend for some other reason. Then select Continue.
    • The refund meters will reset to -0-. This is normal.
  7. On the What do you need to change on your return? screen, scroll down to the bottom and select Done.
  8. On the Do you still receive your mail at this address? screen, verify your mailing address, then select Continue.
  9. On the Do you want to designate $3 to a presidential campaign fund? screen, select your answer and then Continue.
  10. On the Special Situation on Your Amended Return screen, select Continue.
  11. On the Why did you need to amend your return? screen, enter TO CLAIM FORM 7202 PART III SICK AND FAMILY LEAVE CREDIT. Then Continue.
  12. On the Let’s make sure your taxes are correct screen, select Continue. 
  13. On the Let’s check if you need Form 1095-A screen, select either No, I don’t need it or Yes, I need it.
  14. On the Let’s Check These Entries screen, select Check Entries. Answer any questions and then select Continue.
  15. On the Run Smart Check Again screen, answer any additional questions, then select Done.
  16. On the Let’s make sure your taxes are correct screen, select Continue.
  17. On the We’ve Checked Your Return For Accuracy screen, select Continue.
  18. On the E-file Your Federal Return for FREE screen, follow the instructions to e-file your amended Federal return.
  19. Print and Save the amended return for your records.

TurboTax has experts available to answer your questions by calling 844-333-2161 (Monday–Friday, from 5 AM to 5 PM PT). When you speak with an expert, just mention 2021 sick and family leave credit so they know exactly what you’re calling about.

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