How do I amend my 2023 state return to correct Wisconsin Nonresident Income Allocation?

1. Write down the original refund or balance due amount for your Wisconsin income taxes and Resident state income taxes. 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 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).

3. Select Amend (change) return and then select Amend Using TurboTax Online.
4. On the OK, let’s get a kickstart on your 2023 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 2023 return(s) you want to amend screen, select 2023 Wisconsin Return and 2023 Resident 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 Wisconsin.
9. On the Let’s Amend Your Wisconsin Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.

10. On the Amend Return Instruction screen, select Continue.
11. On the Confirm or Enter Previous Refund or Tax Paid screen, verify or correct the amount shown for the original refund or balance due. See step 1. Then Continue
12. On the Reasons to Change a Return screen, select Interest/dividends change. Then Continue. 
13. On the Explain why you are amending your Wisconsin return screen, enter the following Line Reference and Explanation:
    1. If you have interest income, enter 2 as the Line Reference and type “TO CORRECT INTEREST” as the Explanation.
    2. If you have dividend income, enter 3 as the Line Reference and type “TO CORRECT DIVIDENDS” as the Explanation.
       
       Once the explanations are completed, select Done.

14. On the Let’s Make Sure You’re Ready to Review screen, select No, I still have state amend info to enter. Then Continue.
15. On the Let’s review your amended return screen, select I’ll choose what I work on.
16. On the Your 2023 Wisconsin taxes are ready for us to check screen, Select Edit next to Income.
17. On the Adjustments for Capital Gains and Losses? screen, select No.
18. On the Here's the income that Wisconsin handles differently screen, scroll to the bottom and select Done with income.
19. On the Wisconsin Salary Allocation Screen, verify the amount entered and correct as needed then Continue.
20. On the Let us know if you made any non-wage income outside of Wisconsin while you were a non-resident screen, Enter in the boxes provided, the total amount of federal interest and dividends that are non-Wisconsin income. In most cases this will be the total amount shown on the federal column. Then Continue.
21. On the Your 2023 Wisconsin taxes are ready for us to check screen, select Let's check it over.
22. On the Smart Check results screen, select Continue.

If you do not have a Resident state tax return or the refund meter on your Resident state tax return is still -0-, you do not need to amend your Resident state tax return. Skip to step 36 to continue with the Wisconsin amended return.

23. On the Let’s amend your state taxes screen, select Amend next to the Resident tax return. 
24. On the Your 2023 Resident Return screen, select Continue.
25. On the Let’s Amend Your Resident Return screen, select Yes, let’s amend and get it done (Recommended). Then Continue.
26. On the Information From Your Original Return screen, verify or correct the Resident return amount shown for the original refund or balance due from step 1. Then select Continue.
27. On the Amending Your 2023 Return screen, select Continue.
28. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review. Then Continue.
29. On the Ready to Review Your State Return screen, select Continue.
30. On the Let’s make sure everything is accurate screen, select Fix Return.
31. On the Check This Entry screen, type “TO CORRECT OTHER STATE TAX CREDIT” as the Explanation of changes. Then Continue.
32. On the Smart Check Results screen, select Continue.
33. On the Let’s amend your state taxes screen, select Continue.
34. On the Let's get ready to file screen, select Check my Return.
35. On the Just about ready to file. But first …screen, select Continue.

36. On the Let’s get your return ready to file screen, select Check my return and fix any errors. Then Continue.
37. On the We still have a couple details to button up screen, select Continue.
38. On the This year's recap screen, select Skip recap.
39. On the Time to put it all together for one last look screen, select Continue.
40. On the Great job so far! screen, select Continue.
41. On the Just one more step and we’ll file your return screen, select Continue by Step 3. 
42. On the We determined the easiest way to file screen, change the 2023 Federal return to File by mail and save and then Continue.
    NOTE: You are only changing your state tax return. Please do not refile your Federal Return.

43. Follow the instructions to print and save your amended state tax return(s), then follow the instructions to e-file your Wisconsin and Resident tax return(s).
44. If you cannot electronically file the Resident return, if applicable, follow the TurboTax instructions to print, sign, date and mail the amended resident return. Be sure to include any balance due with your Resident return. TurboTax supports e-filing amended returns in the following states: California, Colorado, Georgia, Michigan, Montana, New York, North Carolina, Pennsylvania, South Carolina, and Vermont.

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 Wisconsin and Resident 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 and 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, scroll down to the bottom and select Update next to State Return.

9. On the Let’s work on your state return screen, select Continue.

10. On the Your State Returns screen, select Edit next to Wisconsin. 

11. On the Let’s Amend Your Wisconsin Return screen, select Yes, let’s amend and get it done (Recommended). Then select Continue. 

12. On the Amend Return Instruction screen, select Continue.

13. On the Confirm or Enter Previous Refund or Tax Paid screen, verify or correct the Wisconsin amount shown for the original refund or balance due from step 1. Then Continue

14. On the Reasons to Change a Return screen, select Interest/dividends change. Then Continue.

15. On the Explain why you are amending your Wisconsin return screen, enter the following Line Reference and Explanation:

1. If you have interest income, enter 2 as the Line Reference and type “TO CORRECT INTEREST” as the Explanation.
2. If you have dividend income, enter 3 as the Line Reference and type “TO CORRECT DIVIDENDS” as the Explanation.
   
   Once the explanations are completed, select Done.

16. On the Let’s Make Sure You’re Ready to Review screen, select No, I still have state amend info to enter. Then Continue.

17. On the Let’s review your amended return screen, select I’ll choose what I work on.

18. On the Your 2023 Wisconsin taxes are ready for us to check screen, Select Start next to income.

19. On the Here's the income that Wisconsin handles differently screen, scroll to the bottom and select Done with income.

20. On the Wisconsin Salary Allocation Screen, select Continue.

21. On the Let us know if you made any non-wage income outside of Wisconsin while you were a non-resident screen, enter in the boxes provided the total amount of federal interest and dividends that are non-Wisconsin source income. Then Continue.

22. On the Your 2023 Wisconsin taxes are ready for us to check screen, select Let's check it over.

23. On the Smart Check Complete screen, select Continue.

If you do not have a Resident state tax return or the refund meter on your Resident state tax return is still -0-, you do not need to amend your Resident state tax return.   Skip to step 36 to continue with the Wisconsin amended return.

24. On the You’re Done with 2023 Wisconsin screen, select Start New State.

25. On the Your State Returns screen, select Edit next to the Resident return.

26. On the Your Resident Return screen, select Continue.

27. On the Let’s Amend Your Resident Return screen, select Yes, let’s amend and get it done (Recommended). Then Continue.

28. On the Information From Your Original Return screen, verify or correct the Resident return amount shown for the original refund or balance due from step 1. Then select Continue.

29. On the Amending Your 2023 Return screen, select Continue.

30. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review. Then Continue.

31. On the Ready to Review Your State Return screen, select Continue.

32. On the Check This Entry screen, type “TO CORRECT OTHER STATE TAX CREDIT” as the Explanation of changes. Then Continue.

33. On the Review Your Return screen, select Continue.

34. On the Run State Review Again screen, select Done With Review.

35. On the You’re Done with 2023 Resident return screen, select Done With States.      

36. On the Let’s Make Sure Your Taxes are Correct screen, select Continue.

37. On the Let’s Check These Entries screen, select Check Entries. No changes are being made to the Federal return, so please continue through these questions.

38. On the Run Smart Check Again screen, select Done.

39. On the Your Amended Return Summary screen, select Continue

40. On You're Done! Print and Mail Your Returns screen, follow the instructions to print and save your amended state tax return(s), then click on the File tab and follow the instructions to e-file your Wisconsin tax return.
NOTE. You are only changing your state tax return. Please do not refile your Federal Return.

41. If you cannot electronically file the resident return follow the TurboTax instructions to print, sign, date and mail the amended resident return. TurboTax supports e-filing amended returns in the following states: California, Colorado, Georgia, Michigan, Montana, New York, North Carolina, Pennsylvania, South Carolina, and Vermont.
NOTE. Be sure to Print and Save the amended return for your records.