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How do I amend my 2021 state return because my federal tax liability was overstated on my Oregon state tax return?

SOLVEDby TurboTax6Updated 1 month ago

Some TurboTax customers may have underpaid their 2021 Oregon state taxes because their federal tax liability was overstated.

You'll need to amend your 2021 return to correct the error. Select your product below for instructions on how to amend and re-file your return.

  1. Write down the original refund or balance due amount for your Oregon income taxes. We recommend you check the paper/PDF copy of your return, or your banking records to verify the correct amount. 
  2. Log in to the TurboTax account where you prepared your 2021 return. In Tax Home, scroll down to Your tax returns & documents, and choose 2021. If you have not already done so, we recommend that you print a copy of your original 2021 tax return for your records by selecting Download/print return (PDF). 
  3. Select Amend (change) return and then select Amend Using TurboTax Online.
  4. Check your refund/balance due on your return:
    • If the amount is the same as you wrote down in step 1, the federal tax liability subtraction was calculated correctly, and no amendment is needed. You may stop here.
    • If the amount is different, you will need to amend your state return to correct your federal tax liability subtraction.  
  5. On the OK, let’s get a kickstart on your 2021 amended return screen, choose TurboTax sent me an email, then Continue.
  6. On the What did we contact you about? screen, choose Something else then Continue.
  7. On the Tell us which 2021 return(s) you want to amend screen, select 2021 Oregon return. Then Continue. Your state refund/balance due tracker will usually reset to $0. This is normal.
  8. On the Let’s get your state taxes done right screen, select Continue.
  9. On the Let’s amend your state taxes screen, select Amend next to Oregon.
  10. On the Let’s Amend Your Oregon Return Are you ready to amend your Oregon return now? screen, select Yes, let’s amend and get it done (Recommended), then Continue.
  11. On the Additional Information screen, select Continue.
  12. On the About Your Oregon Amended Return screen, enter TO CORRECT FEDERAL TAX LIABILITY SUBTRACTION. Then Continue.
  13. On the Confirm Your Previous Oregon Refund or Tax Paid screen, enter the amount you wrote down in step 1. Then Continue.
  14. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review, then Continue.
  15. On the Your 2021 Oregon taxes are ready for us to check screen, select Let’s check it over.
  16. On the Smart Check Results screen, select Continue, then Continue again.
  17. On the We’ll run a completecheck scan to finalize screen, select Check my info.
  18. On the Your’re just about ready to file. But first…screen, select Continue.
  19. On the Let’s take care of these details now screen, select Review.
  20. On the Here are the results of our final review screen, select Fix Oregon Return
  21. On the We Won’t Be Able to E-file Your Return screen, select Continue. Then Continue again.
  22. On the We still have a couple details to button up screen, select Continue.
  23. On the Here are the numbers for your amended return screen, your balance due will be displayed. Select Continue.
  24. On the Great job so far! screen, select Continue.
  25. On the Just one more step and we’ll file your return screen, select Start by Step 3 then continue through the screens to print and save your Oregon amended return.
  26. Once your tax return has been printed, you need to sign, date, and mail the amended return along with payment for the balance due.  The mailing address, balance due amount and payment instructions are included on the File by Mail Instructions for your 2021 Oregon Amended Tax Return. 
  27. Be sure to Print and Save the amended return for your records.
  1. Write down the original refund or balance due amount for your Oregon state income taxes. We recommend you check the paper/PDF copy of your return(s), or your banking records to verify the correct amount.
  2. Launch TurboTax and open your 2021 return.
  3. Before you make any changes, select File and Save As... then add Amended 2021 return to the file name to preserve your original return.
  4. Select Online and Check for Updates. Allow the program to update if any are available.
  5. Check your refund/balance due on your return:
    • If the amount is the same as you wrote down in step 1, the federal tax liability subtraction was calculated correctly and no amendment is needed. You may stop here.
    • If the amount is different, you will need to amend your Oregon tax return to correct your federal tax liability subtraction.  
  6. 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 select Start next to Amend a Return.  
  7. On the We’ll help you change (amend) your return screen, select Continue.
  8. 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.
  9. On the What do you need to change on your return? screen, scroll down to the bottom and select Update next to State Return.
  10. On the Let’s work on your state return screen, select Continue.
  11. On the Your State Returns screen, select Edit next to Oregon.
  12. On the Let’s Amend Your Oregon Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
  13. On the Additional Information screen, select Continue.
  14. On the About Your Oregon Amended Return screen, enter TO CORRECT FEDERAL TAX LIABILITY SUBTRACTION. Then Continue.
  15. On the Confirm Your Previous Oregon Refund or Tax Paid screen, enter the amount you wrote down in step 1. Then Continue.
  16. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review, then Continue.
  17. On the Your 2021 Oregon taxes are ready for us to check screen, scroll down and select Let’s check it over.
  18. On the Check This Entry screen, answer the questions that appear with pink boxes highlighted. Remember that your Federal return is not being amended, so answer the questions accordingly. When you are finished answering the questions, select Continue.
  19. On the Review Your Return screen, select Continue.
  20. On the Run State Review Again screen, select Run Review Again. Make any corrections that are needed. 
  21. On the Smart Check Complete screen, select Continue.
  22. On the You’re Done with 2021 Oregon screen, select Done With States.
  23. On the Let’s make sure your taxes are correct screen, select Continue. 
  24. On the Let’s Check These Entries screen, select Check Entries. No changes are being made to the Federal return, so please skip these questions and select Continue.
  25. On the Run Smart Check Again screen, select Done and then Continue.
  26. On the You’re Done! Print and Mail Your Returns screen, follow the instructions to print and save your amended Oregon return.
  27. Once your tax return has been printed, you need to sign, date, and mail the amended return with the payment for the balance due. The mailing address, balance due amount and payment instructions are included on the File by Mail Instructions for your 2021 Oregon Amended Tax Return. 
  28. Be sure to Print and Save the amended return for your records.

TurboTax experts are available to answer your questions at 844-333-2161 (Monday-Friday, 5 AM to 5 PM PT). When you speak with an expert, just mention Oregon Federal Tax Liability Subtraction so they know exactly what you’re calling about. 

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