How do I amend my 2023 federal and state tax returns to correct my deduction?

by TurboTax• Updated a day ago

Some TurboTax customers might have overpaid their federal and/or state taxes due to an error.

If we notified you, we recommend you review and, if needed, amend your federal and/or state tax returns as soon as possible.

Please select your version of TurboTax below and follow the instructions.

TurboTax Online

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.
Log in to the TurboTax account where you prepared your 2023 return. In Tax Home, scroll down to Your tax returns & documents, and choose 2023. If you have not already done so, we recommend that you print a copy of your original 2023 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 2023 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 2023 return(s) you want to amend screen, select 2023 Federal return and 2023 State return. Then Continue.
NOTE: The refund meters will reset to -0-. This is normal.

On the Here’s the info for your amended federal return screen, scroll to the bottom and select Add a deduction or credit.
On the Got it. Lets get some more info about these additional tax breaks screen, select See all tax breaks, then go through each section that applies and enter your information for 2023. Once done, select Continue.
On the Itemizing deductions is right for you Screen, select Continue.
NOTE: If you see Standard deduction is right for you screen and the refund meter still shows $0, there is no need to amend your Federal return. If you do not have a State return, STOP here. No further action is required!

On the Here’s the info for your amended federal return screen, select Done.
On the Tell us why you’re amending your return screen, enter “TO OPTIMIZE BETWEEN STANDARD OR CLAIM ITEMIZED DEDUCTIONS”. Then Continue.
On the Let’s confirm your mailing address screen, confirm your mailing address. Then Continue.
On the Do you want to designate $3 to a presidential campaign fund? screen, select your answer and then Continue.
On the Do any of these less common situations apply to you? screen, select None of these apply to me, then Continue.
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 the state.
Continue through the state screens and answer any state-specific questions until you reach the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review. Then Continue.
NOTE: If the refund meters have an amount other than $0, you will need to file the federal and/or state returns. If the refund meter is still $0, the federal and/or state return does not need to be amended. Only file the return(s) where you are entitled to an additional refund.

On the Ready to Review Your State Return screen, select Continue.
On the Smart Check Results screen, select Continue.
On the Let’s amend your state taxes screen, select Continue.
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 and fix any errors.
NOTE: You may get a Not Eligible for Electronic Filing screen. This is normal for those states that do not accept amended returns electronically.

On the We still have a couple details to button up screen, select Continue.
On the This Year’s Tax recap screen, select Skip Recap
On the Time to Put it All Together For One Last Look screen, your Federal and, if applicable, state refund amount will be displayed. Select Continue.
On the We Just need your OK on a couple of things screen, click each of the sections and fill out the pop-ups and then Continue.
Follow the instructions to efile your amended federal, and if applicable, state return.
If you cannot efile the state return, you need to sign, date, and mail the amended return. The mailing address is included in the File by Mail Instructions for your 2023 State Amended Tax Return.

NOTE: Be sure to Print and Save the Federal and State amended returns for your records.

TurboTax CD/Download

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.
Launch TurboTax and open your 2023 return.
Before you make any changes, select File and Save As... then add Amended 2023 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 select 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 and select Update next to Deductions & Credits
On the How do you want to enter your deductions and credits? screen, select I'll Choose what I work on.
On the Your 2023 deductions & credits screen, review each section.
a. If these amounts are correct, Stop here, there is no need to amend your return.
b. If the amounts are incorrect, select start or update on each section that needs to be adjusted and enter in the correct information.

When done, scroll to the bottom and select Done with Deductions.
On the Let’s Check Your Deductions and Credits screen, select Continue.
On the Here are your 2022 and 2023 Deductions & Credits screen, select Continue.
On the We’ve chosen Itemized Deductions for You screen, select Continue
NOTE: If you see Standard deduction is right for you screen and the refund meter still shows $0, there is no need to amend your Federal return. If you do not have a State return, STOP here. No further action is required!

On the Qualified Business Income Deduction Summary screen, select Continue.
On the Do you need to change anything else? screen, if you do not have a State return and are amending your Federal return, scroll down and select Done.
NOTE: If you also have a State return, skip to step 26.

On the Do you still receive your mail at this address? Screen, select Yes or No then select Continue.
On the Presidential Election Campaign Fund screen, Select Yes or No then select Continue.
On the Special situation on Your Amended Return screen, select Continue.
On the Why did you need to amend your return? screen, enter “TO OPTIMIZE BETWEEN STANDARD OR CLAIM ITEMIZED DEDUCTIONS”. Then Continue
On the Let’s make sure your taxes are correct screen, select Continue.
On the We’ve Checked Your Return For Accuracy screen, select Continue.
On the Your Amended Return Summary screen, select Continue.
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 amended return, follow the instructions at the bottom of the screen and click on the File tab to continue.
NOTE. Be sure to Print and Save the Federal amended return for your records.

STATE AMENDMENTS INSTRUCTIONS BEGIN HERE:

On the Do you need to change anything else? screen, scroll down and select Update next to State return.
Continue through the state screens and answer any state specific questions until you reach the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review. Then Continue.
NOTE: If the refund meters have an amount other than $0, you will need to file the federal and/or state returns. If the refund meter is still $0, the federal and/or state return does not need to be amended. Only file the return(s) where you are entitled to an additional refund.

On the Ready to Review Your State Return screen, select Continue.
On the Smart Check Complete screen, select Continue.
On the You’re Done with 2023 State 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.
On the Check this entry screen, enter “TO OPTIMIZE BETWEEN STANDARD OR CLAIM ITEMIZED DEDUCTIONS”. Then Continue.
On the Run Smart Check Again screen, select Done.
Note. You may see a screen Not Eligible for Electronic Filing. This is normal for those states that do not accept amended returns electronically.

On the Your Amended Return Summary screen, review the changes and select Continue.
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 amended return, follow the instructions at the bottom of the screen and click on the File tab to continue.
On the Let’s get ready to file your taxes screen, select Continue.
On the E-file Your Federal Return for FREE screen, follow the instructions to efile your amended Federal, and if applicable, state return.
If you cannot efile the state return, you need to sign, date and mail the amended return. The mailing address is included on the File by Mail Instructions for your 2023 State Amended Tax Return.

NOTE. Be sure to Print and Save the Federal and State amended returns for your records.

If you have questions, call 844-333-2161 (Monday–Friday, 8 AM to 8 PM ET) to speak with a specialist. Mention 2023 Itemized Deductions so they know what you’re calling about.