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How do I amend my 2022 state tax return to correct the Pennsylvania child care expense credit?

by TurboTax63 Updated 2 months ago

Some TurboTax customers received the Pennsylvania Child and Dependent Care Expense Credit even though they filed as a nonresident of that state. This means they underpaid their state taxes.

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

  1. Write down the original refund or balance due amount for your Pennsylvania income tax return. 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 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 Pennsylvania 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 Pennsylvania.
  9. On the Your 2022 Pennsylvania Return screen, select Continue.
  10. On the Let’s Amend Your Pennsylvania Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
  11. On the Change a previously filed Pennsylvania return screen, select Yes. Then Continue.
  12. On the Verify your original refund or balance due from Pennsylvania, enter the amount from step 1. Then Continue.
  13. On the Tell us about your originally filed return - income screen, verify the amounts shown on the screen with the originally filed PA-40, then Continue.
  14. On the Tell us about your original deductions screen, verify the amounts shown, then Continue.
  15. On the Tell us about your originally filed return screen, verify the amounts shown, then select Continue.
  16. On the Amended tax return statement screen, enter TO CORRECT THE CHILD AND DEPENDENT CARE ENHANCEMENT TAX CREDIT. Then Continue.
  17. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review, then Continue.
  18. On the Ready to Review Your State Return screen, select Continue.
  19. On the Smart Check Results screen, select Continue, then Continue again.
  20. On the Let’s get your return ready to file screen, select Check my return. Then Continue.
  21. On the Here are the numbers for your amended return screen, your balance due will be displayed. Select Continue.
  22. On the Great job so far! screen, select Continue.
  23. On the Just one more step and we’ll file your returns screen, select Start by Step 3, then continue through the screens to e-file your Pennsylvania amended return. 
  24. If you cannot electronically file the return, follow the TurboTax instructions to print, sign, date and mail the amended Pennsylvania return. Be sure to include payment with your amendment. You also have the option to pay online through myPATH or by phone at 800-272-9829.

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 Pennsylvania state income tax return. 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 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.

  1. On the What do you need to change on your return? screen, scroll down to the bottom and select Update next to State Return.
  2. On the Let’s work on your state return screen, select Continue.
  3. On the Your State Returns screen, select Edit next to Pennsylvania.
  4. On the Your 2022 Pennsylvania return screen, select Continue.
  5. On the Let’s Amend Your Pennsylvania Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
  6. On the Change a previously Filed Pennsylvania Return screen, select Yes.
  7. On the Verify your original refund or balance due from Pennsylvania, enter the amount from step 1. Then Continue.
  8. On the Tell us about your originally filed return - income screen, verify the amounts shown on the screen with the originally filed PA-40, then Continue.
  9. On the Tell us about your original deductions screen, verify the amounts shown, then Continue.
  10. On the Tell us about your originally filed return screen, verify the amounts shown, then select Continue.
  11. On the Amended Tax Return Statement screen, enter TO CORRECT THE CHILD AND DEPENDENT CARE ENHANCEMENT TAX CREDIT. Then Continue..
  12. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review, then Continue.
  13. On the Ready to Review Your State Return screen, select Continue.
  14. On the Smart Check Complete screen, select Continue.
  15. On the You’re Done with 2022 Pennsylvania screen, select Done With States.
  16. On the Let’s make sure your taxes are correct screen, select Continue.
  17. On the Let’s Check These Entries screen, select Check Entries and make any corrections needed.
  18. On the We Won’t Be Able to E-file Your Return screen, select Continue.
  19. On the Run Smart Check Again screen, select Done. Then Continue.
  20. On the You’re Done! Print and Mail Your Returns screen, scroll down and follow the instructions at the bottom of the screen to electronically file your Pennsylvania amended return.. 
  21. If you cannot electronically file the return, follow the TurboTax instructions to print, sign, date and mail the amended Pennsylvania return. Be sure to include payment with your amendment. You also have the option to pay online through myPATH or by phone at 800-272-9829.

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 (5 AM to 9 PM PT every day). When you speak with an expert, just mention Pennsylvania Nonresident Child Care Expense Credit so they know exactly what you’re calling about.