How do I amend my 2022 California state tax return to include income adjustments?

1. Write down the original refund or balance due amount for your California income taxes. We recommend you check the paper/PDF copy of your return, or your banking records to verify the correct amount.
2. 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).
3. Select Amend (change) return and then select Amend Using TurboTax Online.
4. On the OK, let’s get a kickstart on your 2022 amended return screen, choose TurboTax sent me an email, then Continue.
5. On the What did we contact you about? screen, choose Something else then Continue.
6. On the Tell us which 2022 return(s) you want to amend screen, select 2022 California return, then Continue. Your state refund/balance due tracker will usually reset to $0; this is normal.
7. On the Let’s get your state taxes done right screen, select Continue.
8. On the Let’s amend your state taxes screen, select Amend next to California.
9. On the Let’s Amend Your California Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
10. On the Report Tax Year screen, select Continue.
11. On the Important: Read and Follow Your California Amend Instructions screen, select Continue.
12. On the Confirm Previous Refund or Tax Paid screen, enter the amount you wrote down in step 1 as either the original refund or balance due amount. Then select Continue.
13. On the About Your California Amended Return screen, make the following entries:
    1. In the Part II Reason(s) for Amending 1, select m Other.
    2. For 2, type in TO CORRECT CA OTHER INCOME STATEMENT.
    3. Scroll down and select 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 2022 California 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 Let’s get your return ready to file screen, select Check my return.
18. On the Here are the numbers for your amended return screen, the balance due amount, if applicable, will be displayed, select Continue.
19. On the Great job so far! screen, select Continue.
20. On the Just one more step and we’ll file your return screen, select Start by Step 3 then continue through the screens to download, print and save your California amended return. Then follow the instructions to e-file your California amended return.
    • If there is a balance due, be sure to remit payment either electronically or by mailing a check.

Note: Print and Save the amended return for your records.

1. Write down the original refund or balance due amount for your California 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 2022 return.
3. Before you make any changes, select File and Save As... then add Amended 2022 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. 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.
6. On the We’ll help you change (amend) your return screen, select Continue.
7. 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.

Note: The refund meters will reset to -0-, this is normal.

8. On the What do you need to change on your return? screen, scroll down to the bottom and select Update next to State Return.
9. On the Let’s work on your state return screen, select Continue.
10. On the Your State Returns screen, select Edit next to California.
11. On the Let’s Amend Your California Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
12. On the Report Tax Year screen, select Continue.
13. On the Important: Read and Follow Your California Amend Instructions screen, select Continue.
14. On the Confirm Previous Refund or Balance Due screen, enter the amount you wrote down in step 1 as either the original refund or balance due amount. Then select Continue.
15. On the About Your California Amended Return screen, make the following entries:
    1. In the Part II Reason(s) for Amending 1, select m Other.
    2. For 2, type in TO CORRECT CA OTHER INCOME STATEMENT.
    3. Scroll down and select 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 Check This Entry screen, make any corrections and then select Continue.
18. On the Review Your Return screen, select Continue.
19. On the Run State Review Again screen, select Done With Review.
20. On the Your Done with 2022 California screen, select Done With States.
21. On the Let’s make sure your taxes are correct screen, select Continue.
22. On the Let’s Check These Entries screen, select Check Entries.

Note: You aren't amending the federal return so skip any Form 1040-X entries by selecting Continue.

23. On the Run Smart Check Again screen, select Done.
24. On the You’re Done with 2022 California screen, select Done With States.
25. On the Let’s make sure your taxes are correct screen, select Continue.
26. On the Let’s Check These Entries screen, select Check Entries.
27. On the Let’s Check These Entries screen, select Check Entries.

Note: You aren't amending the federal return so skip any Form 1040-X entries by selecting Continue.

28. On the You’re Done! Print and Mail Your Returns screen, print and save your return then follow the instructions at the bottom of the screen to electronically file your amended California return by selecting the File tab.
    • If there is a balance due, be sure to remit payment either electronically or by mailing a check.

Note: Print and Save the amended return for your records.