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How do I amend my 2022 Michigan state tax return to correct my Social Security deduction?

by TurboTax Updated 6 months ago

Some customers who filed a Michigan nonresident tax return received a deduction for taxable Social Security Benefits even though the taxable Benefits weren't included on the Michigan nonresident tax return.

As a result, taxpayers underpaid their Michigan state taxes.

To amend your return, select your product and follow the instructions.

  1. Write down the original refund or balance due amount for your Michigan 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 Michigan 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 work your state taxes screen, select Amend next to Michigan.
  9. On the Let’s Amend Your Michigan Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
  10.  On the Confirm or Enter Previous Refund or Tax Paid screen, compare the refund/payment made information with the amount you wrote down in step 1. Make any corrections needed.
  11. On the Confirm or Enter adjusted gross income from the original Michigan return screen, confirm the amount shown with the adjusted gross income shown on Line 10 of the original Michigan tax return. Then select Continue.
  12. On the Reason for Amending Original Return screen, select Retirement Benefits Subtractions. Then select Continue.

13. On the Copy Federal Amended Explanation? screen, select No.
14. On the Tell Us Why You’re Amending screen, enter TO CORRECT SOCIAL SECURITY RETIREMENT BENEFITS DEDUCTION. Then select Done.
15. On the Prepare Amended Return screen, select Done.
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.

  1. On the Smart Check Results screen, select Continue, then Continue again.
  2. On the Let’s get your return ready to file screen, select Check my return.
  3. On the Here are the numbers for your amended return screen, your balance due amount will be displayed, select Continue.
  4. On the Great job so far! screen, select Continue.
  5. 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 Michigan amended return.

Note: You are only changing your state tax return. Please do not refile your federal return.

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

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

  1. Write down the original refund or balance due amount for your Michigan state income taxes. We recommend you check the paper/PDF copy of your return(s), or your banking records to verify the correct amount.
  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 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.
    Note: 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 Update next to State Return.
  8. On the Let’s work on your state return screen, select Continue.
  9. On the Let’s Take Care of Your State Taxes screen, select Continue.
  10. On the Your State Returns screen, select Edit next to Michigan.
  11. On the Let’s Amend Your Michigan Return screen, select Yes, let’s amend and get it done (Recommended). Then select Continue.
  12. On the Confirm or Enter Previous Refund or Tax Paid screen, enter the amount from step 1 as either the refund received, or payment made.
  13. On the Confirm or Enter adjusted gross income from the original Michigan return screen, enter the adjusted gross income from line 10 of the MI-1040, then Continue.
  14. On the Reason for Amending Original Return screen, select Retirement Benefits Subtractions. Then select Continue.
  15. On the Copy Federal Amended Explanation screen, select No, as you are not amending your federal return.
  16. On the Tell Us Why You’re Amending screen, enter TO CORRECT SOCIAL SECURITY RETIREMENT BENEFITS DEDUCTION. Then select Done.
  17. On the Prepare Amended Return screen, select Done.
  18. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review, then Continue.
  19. On the Check This Entry screen, make any corrections and then select Continue.
  20. On the Review Your Return screen, select Continue.
  21. On the Run State Review Again screen, select Done With Review.
  22. On the You’re Done with 2022 Michigan 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.
  25. On the We Won’t Be Able to E-file Your Return screen, select Continue.
  26. On the You’re Done! Print and Mail Your Returns screen, follow the instructions to print and save your amended Michigan return.
  27. Once your tax return has been printed, you need to sign, date, and mail the amended return. The mailing address, balance due and filing instructions are included on the File by Mail Instructions for your 2022 Michigan 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, just mention 2022 Michigan Social Security so they know exactly what you’re calling about.

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