How do I amend my 2022 Massachusetts state tax return to include the part-year resident health insurance penalty?

by TurboTax•21• Updated 2 months ago

Some part-year Massachusetts residents might need to amend their 2022 state tax return because their health insurance penalty wasn’t calculated correctly, so they might have underpaid their state taxes.

TurboTax Online

Write down the original refund or balance due amount for your Massachusetts income taxes. We recommend you check the paper/PDF copy of your return or your banking records to verify the correct amount.
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 haven't 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).
Select Amend (change) return and then select Amend Using TurboTax Online.
On the OK, let’s get a kickstart on your 2022 amended return screen, choose TurboTax sent me an email, then Continue.
On the What did we contact you about? screen, choose Something else, then Continue.
On the Tell us which 2022 return(s) you want to amend screen, select 2022 Massachusetts return, then Continue. Your state refund/balance due tracker will usually reset to $0 - this is normal.
On the Let’s get your state taxes done right screen, select Continue.
On the Let’s amend your state taxes screen, select Amend next to Massachusetts.
On the Your 2022 Massachusetts Return screen, select Continue.
On the Let’s Amend Your Massachusetts Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
On the Important: Read and Follow Your Massachusetts Amend Instructions screen, select Continue.
On the Verify Original 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 None of the above, then Continue
On the Let’s Make Sure You’re Ready to Review screen, select No, I still have state amend info to enter, then Continue.
On the Let’s make sure everything is accurate screen, select Fix Return and make any corrections.
On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review, then Continue.
On the Ok, Let’s Go Over Your Return Again screen, select Continue.
On the You’ve Finished Your Massachusetts Return screen, select Update next to Health care coverage.
On the Let’s Go Over Your Health Insurance Information, select Continue.
Continue through the Health Insurance interview screens and answer each question until you reach the Schedule HC Penalty Results For XXXX screen. Review the penalty information and then select Continue.
On the Health Care Appeal Needed? screen, select whether or not you wish to file an Appeal and then select Continue.
On the Avoid Paying Penalties Next Year screen, select Continue.
On the Finished with health Care Coverage screen, select Continue.
On the You’ve Finished Your Massachusetts Return screen, scroll to the bottom and select Done with Massachusetts.
On the Ready to Review Your State Return screen, select Continue.
On the Smart Check Results screen, select Continue, then Continue again.
On the Let’s get your return ready to file screen, select Check my return.
On the Just about ready to file. But first… screen, select Continue.
On the Let’s take care of these details now screen, select Review.
On the Here are the results of our final review screen, select Fix Massachusetts Return.
On the Missing Consent to Disclosure screen, please read and agree then select Continue.
On the Missing Consent to Disclosure, Continued screen, enter the year of birth and then select Continue.
On the Here are the numbers for your amended return screen, review the balance due amount, and select Continue.
On the Great job so far! screen, select Continue.
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 Massachusetts amended return.

Note: You are only amending your state tax return. The changes don't impact your federal return, so please don't refile it.

Once your tax return has been printed, you need to sign, date, and mail the amended return with the balance due. The mailing address, balance due amount and payment instructions are included on the File by Mail Instructions for your 2022 Massachusetts Amended Tax Return.

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

TurboTax Desktop

Write down the original refund or balance due amount for your Massachusetts state income taxes. We recommend you check the paper/PDF copy of your return(s), or your banking records to verify the correct amount.
Launch TurboTax and open your 2022 return.
Before you make any changes, select File and Save As... then add Amended 2022 return to the file name to preserve your original return.
Select Online and Check for Updates. Allow the program to update if any are available.
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.
On the We’ll help you change (amend) your return screen, select Continue.
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 Continue.

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

On the What do you need to change on your return? screen, scroll down to the bottom and select Update next to State Return.
On the Let’s work on your state return screen, select Continue.
On the Your State Returns screen, select Edit next to Massachusetts.
On the Your 2022 Massachusetts Return screen, select Continue.
On the Let’s Amend Your Massachusetts Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
On the Important: Read and Follow Your Massachusetts Amend Instructions screen, select Continue.
On the Verify Original Refund or Balance Due screen, enter the amount you wrote down in step 1 as either the original refund or balance due amount and select None of the above. Then select Continue.
On the Let’s Make Sure You’re Ready to Review screen, select No, I still have state amend info to enter. Then select Continue.
On the Ok, Let’s Go Over Your Return Again screen, select Continue.
On the You’ve Finished Your Massachusetts Return screen, select Start next to Health Care Coverage.
On the Let’s Go Over Your Health Insurance Information, select Continue.
Continue through the Health Insurance interview screens and answer each question until you reach the Schedule HC Penalty Results For XXXX screen. Review the penalty information and then select Continue.
On the Health Care Appeal Needed? screen, select whether or not you wish to file an Appeal and then select Continue.
On the Avoid Paying Penalties Next Year screen, select Continue.
On the Finished with health Care Coverage screen, select Continue.
On the You’ve Finished Your Massachusetts Return screen, scroll to the bottom and select Done with Massachusetts.
On the Ready to Review Your State Return screen, select Continue.
On the Check This Entry screen, make any corrections, then select Continue.
On the Review Your Return screen, select Continue.
On the Run State Review Again screen, select Run Review Again. Make any corrections that are needed.
On the Smart Check Complete screen, select Continue.
On the You’re Done with 2022 Massachusetts screen, select Done With States.
On the Let’s make sure your taxes are correct screen, select Continue.
On the Let’s Check These Entries screen, select Check Entries.

Note: You will see a screen that says We Won’t Be Able to e-file Your Return. This is normal.

On the Missing Consent to Disclosure screen, please read and agree then select Continue.
On the Missing Consent to Disclosure, Continued screen, enter the year of birth and then select Continue.
On the Review Your Return screen, select Continue. Then select Done With Review.
On the You’re Done with 2022 Massachusetts screen, select Done With States.
On the Let’s make sure your taxes are correct screen, select Continue.
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.
On the Run Smart Check Again screen, select Done.
On the You’re Done with 2022 Massachusetts screen, select Done With States.
On the You’re Done! Print and Mail Your Returns screen, follow the instructions to print and save your amended Massachusetts return.
Once your tax return has been printed, you need to sign, date, and mail the amended return with the balance due. The mailing address, balance due amount, and payment instructions are included in the File by Mail Instructions for your 2022 Massachusetts Amended Tax Return.

Note: 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, 8 AM to 8 PM ET). When you speak with an expert, mention 2022 Massachusetts Part-Year Resident Health Insurance Penalty so they know exactly what you’re calling about.

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