How do I amend my 2023 return to correct tax on my Social Security benefits?

1. Write down the original refund or balance due amount(s) for your Federal and, if applicable, State 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 2023 return. 
3. 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). 
4. Select Amend (change) return and then select Amend Using TurboTax Online.
5. On the OK, let’s get a kickstart on your 2023 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 2023 return(s) you want to amend screen, choose 2023 Federal return and, if applicable, 2023 State return. Then select Continue.
   NOTE: If there is a state return for Colorado, Connecticut, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, Rhode Island, Utah and Vermont, you may need to amend your state return.

8. On the Here’s the info for your amended federal return screen, go to the upper right hand search box and enter social security income. Select the Jump to social security income link.
9. On the Tell us about the benefits you received screen, select Continue.
10. On the Are you a U.S. citizen living abroad in one of these countries? screen, review the list of countries and select Yes or No for each person listed. Then select Continue.
11. On the Did you receive any lump-sum payments? screen, select Continue.
12. On the Here’s the info for your amended federal return screen, select Done.
13. On the Tell us why you’re amending your return screen, enter “TO REMOVE TAXABLE SOCIAL SECURITY INCOME DUE TO RESIDING IN A COUNTRY WHERE THE BENEFITS AREN’T TAXED”. Then Continue.
14. On the Let’s confirm your mailing address screen, confirm your mailing address. Then Continue.
15. On the Do you want to designate $3 to a presidential campaign fund? screen, select your answer and then Continue.
16. On the Do any of these less common situations apply to you? Screen, select None of these apply to me, then Continue.
    NOTE: If there is a state return for Colorado, Connecticut, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, Rhode Island, Utah and Vermont, you may need to amend your state return.  If the refund meter shows an amount, scroll down and select Update next to State return. Complete the state interview. If the refund meter still shows  $0, select Skip State.

17. On the Let’s get your return ready to file screen, select Check my return.  Then Skip recap.
18. On the Time to put it all together for one last look screen, select Continue.
19. On the Let’s take care of these details now screen, select Review and fix any errors.
20. Continue through the screens and follow the instructions to efile your returns. 
21. If your state does not accept electronically filed returns, you will need to sign, date and mail the amended return. The mailing address and refund amount are included on the File by Mail Instructions for your 2023 State Amended Tax Return, if applicable.

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

1. Write down the original refund or balance due amount(s) for your Federal and, if applicable, State 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 2023 return.
3. Before you make any changes, select File and Save As... then add Amended 2023 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.

8. On the What do you need to change on your return? Screen, go to the upper right hand search box and enter social security income. Select the Jump to social security income link.
9. On the Tell us about the benefits you received screen, select Continue.
10. On the Do you or XXXXXX live in a country where Social Security benefits aren’t taxed? Screen, review the list of countries and select Yes or No for each person listed. Then select Continue.
11. Continue through the screens until you reach What do you need to change on your return? Scroll down to the bottom and select Done.
    NOTE: If there is a state return for Colorado, Connecticut, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, Rhode Island, Utah and Vermont, you may need to amend your state return. If the refund meter shows an amount, scroll down and select Update next to State return. Complete the state interview. If the refund meter still shows  $0, there is no need to amend your State return.

12. On the Let’s make sure your taxes are correct screen, select Continue. 
13. On the Let’s Check These Entries screen, select Check Entries. Make any corrections needed until you reach Form 1040-X: Explanation of Changes screen. Enter “TO REMOVE TAXABLE SOCIAL SECURITY INCOME DUE TO RESIDING IN A COUNTRY WHERE THE BENEFITS AREN’T TAXED”. Then Continue.
14. On the Run Smart Check Again screen, select Done.
15. On the Your Amended Return Summary screen, review the changes and select Continue.
16. 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(s), follow the instructions at the bottom of the screen and click on the File tab to continue.
17. If you cannot electronically file the state return, if applicable, follow the TurboTax instructions to print, sign, date and mail the amended resident return. 

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