How do I amend my 2022 tax return to correct my enhanced business meal expenses?

1. Write down the original refund or balance due amount(s) for your federal and state, if applicable, income taxes. We recommend you check the paper/PDF copy of your return(s), or your banking records to verify the correct amount
2. Log in to the TurboTax account where you prepared your 2022 return
3. 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)
4. Select Amend (change) return and then select Amend Using TurboTax Online
5. On the OK, let’s get a kickstart on your 2022 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 2022 return(s) you want to amend screen, select 2022 Federal return, then Continue. Your federal refund/balance due tracker will usually reset to $0, this is normal

Note: If you have a state return, also select 2022 State return and go through the state amendment steps

8. On the Here’s the info for your amended federal return screen, select the Smart Check tab
9. On the Ready for Federal Review screen, select Continue
10. On the Let’s Check These Entries screen, select Continue
11. On the Form 1040-X: Explanation of Changes must be entered screen, enter TO CLAIM THE ENHANCED BUSINESS MEAL EXPENSE, then Continue
12. On the Check This Entry screen, review the error message concerning the allocation of total meal expense. To qualify for the enhanced deduction:

• The partner must be present when food or beverages are provided

• Meals must be from restaurants, which includes businesses that prepare and sell food or beverages to retail customers for immediate on-premises or off-premises consumption

• Payment of billing for the food and beverages occurs after December 31, 2020, and before January 1, 2023

• The expense cannot be lavish or extravagant

• For additional information on business meals, please visit https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/business-meals-considered-entertainment/L0fMjDAkp_US_en_US

a. On line 12a, allocate the portion of the total meals subject to the 50% limitation

b. On line 12b, allocate the portion of the total meals purchased from a restaurant

c. Then select Continue

13. On the Run Smart Check Again screen, select Done
14. If applicable, on the Let’s work on your state return screen, select Continue and walk through the state interview
15. On the Accuracy’s everything. Time for a quick review. screen, select Check my info
16. On the Looking good, but before we move on…screen, select Continue
17. On the Let’s take care of these details now screen, select Review. Make any corrections that need to be made
18. On the Your federal return’s in great shape screen, select Continue
19. On the Smartcheck results screen, select Continue
20. On the Let’s get your return ready to file screen, select Check my return
21. On the Your errors have been cleared, now let’s review! screen, select Continue
22. On the Here are the numbers for your amended return screen, your federal and, if applicable, state balance due will be displayed. Select Continue
23. Follow the instructions to e-file your returns. If you cannot e-file the state return, you will need to sign, date and mail the amended return. The mailing address and balance due are included on the File by Mail Instructions for your 2022 State Amended Tax Return, if applicable

Note. Be sure to Print and Save the federal and state amended returns for your records.

1. Write down the original refund or balance due amount(s) for your federal and state, if applicable, 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 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 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, select the Smart Check tab
9. On the Ready for Federal Review screen, select Continue
10. On the Let’s Check These Entries screen, select Continue
11. On the Form 1040-X: Explanation of Changes must be entered screen, enter TO CLAIM THE ENHANCED BUSINESS MEAL EXPENSE, then Continue
12. On the Check This Entry screen, review the error message concerning the allocation of total meal expense. To qualify for the enhanced deduction:

• The partner must be present when food or beverages are provided
• Meals must be from restaurants, which includes businesses that prepare and sell food or beverages to retail customers for immediate on-premises or off-premises consumption
• Payment of billing for the food and beverages occurs after December 31, 2020, and before January 1, 2023

• The expense cannot be lavish or extravagant

• For additional information on business meals, please visit https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/business-meals-considered-entertainment/L0fMjDAkp_US_en_US

a. On line 12a, allocate the portion of the total meals subject to the 50% limitation

b. On line 12b, allocate the portion of the total meals purchased from a restaurant

c. Then select Continue

13. On the Run Smart Check Again screen, select Done
14. If applicable, on the Let’s work on your state return screen, select Continue and walk through the state interview
15. On the Let’s make sure your taxes are correct screen, select Continue
16. On the Let’s Check These Entries screen, review any entries and then select Continue
17. On the Run Smart Check Again screen, select Done
18. You may see the Not Eligible for Electronic Filing, if your state does not process amendments electronically. Select Continue
19. On the Your Amended Return Summary screen, review the screen and select Continue
20. On the You’re Done! Print and Mail Your Returns screen, follow the instructions to print and save the amended returns. To electronically file the federal and, if applicable, state amended return, follow the instructions at the bottom of the screen and click on the File tab to continue
21. On the Let’s get ready to file your taxes screen, select Continue
22. On the E-file Your Federal Return for FREE screen, follow the instructions to e-file your amended federal, and if applicable, state return
23. If you cannot e-file the returns, you need to sign, date and mail the amended return(s). The mailing address and refund/balance due are included on the File by Mail Instructions for your 2022 Federal Amended Tax Return and 2022 State Amended Tax Return, if applicable

Note. Be sure to Print and Save the federal and state amended returns for your records.