How do I amend my 2024 tax return to correct the IRA distributions?
Some TurboTax customers might have underpaid their federal and, if applicable, state taxes due to an error with their IRA distributions.
If we notified you, we recommend you review your federal and, if applicable, state returns and, if needed, amend them as soon as possible to avoid additional penalties and interest on the unpaid balance.
To correct your return, please follow the steps below:
Use TurboTax to amend your federal tax return and, if applicable, your state return.
Enter “TO CORRECT TAXABLE IRA DISTRIBUTIONS” as the reason for amending.
Follow the instructions provided by TurboTax to e-file the amended federal tax return and pay any balance due.
For the state amended return,
Be sure to follow the TurboTax instructions to pay any balance due.
If you live in these states, follow the TurboTax instructions to e-file your amended state return.
Otherwise, you will need to print, date and sign the amended return and mail it to the address shown in the TurboTax instructions.
Save a copy of your amended tax return(s) for your records.
If you have questions, call 844-333-2161 (Monday–Friday, 5 AM to 5 PM PT) to speak with an expert. Mention 2024 Taxable IRA Distributions so they know what you’re calling about.
