How do I amend my 2024 tax return to correct Form 8615 Schedule D Tax Worksheet?
Due to a error, some customers that filed Form 8615, Tax for Certain Children with Unearned Income, included incorrect tax calculations. The program was using the tax table instead of the Schedule D tax worksheet.
As a result, some taxpayers overpaid their federal and, if applicable, underpaid their state tax liability. These customers need to amend their federal and, if applicable, state tax return(s).
To correct your return, please follow the steps below:
Use TurboTax to amend your federal tax return and, if applicable, your state tax return.
Enter “TO CORRECT FORM 8615” as the reason for amending.
Follow the instructions provided by TurboTax to e-file the amended tax return.
If you live in Alabama, Iowa, Louisiana, Missouri, Montana, and Oregon, your state return will also need to be amended. For the state amended return:
You will need to print, date and sign the amended return and mail it to the address shown in the TurboTax instructions along with the amount due.
Save a copy of your amended tax return(s) for your records.
TurboTax experts are available to answer your questions by calling 844-333-2161 (Monday–Friday, 5 AM to 5 PM PT). When you speak with an expert, just mention Form 8615 Schedule D Tax Worksheet so they know exactly what you’re calling about.
