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How do I amend my Oregon state tax return to correct my overpayment?

SOLVEDby TurboTax5Updated 7 days ago

We’re contacting you because there’s an issue with the accuracy of your 2023 Oregon state tax return. Due to an error, TurboTax might not have selected the best deduction option (standard or itemized) for you, resulting in a possible overpayment.

Select your TurboTax product and follow the steps to amend your state tax return.

  1. Write down the original refund or balance due for your Oregon income taxes. We recommend you check the paper/PDF copy of your return, or your banking records to verify the correct amount.
  2. Sign 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 haven't 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 Oregon 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 Oregon.
  9. On the Let’s Amend Your Oregon Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
  10. On the Additional Information screen, select Continue.
  11. On the About Your Oregon Amended Return screen, type in “TO OPTIMIZE BETWEEN STANDARD OR ITEMIZED DEDUCTIONS”. Then select Continue.
  12. On the Confirm Your Previous Oregon Refund or Tax Paid screen, confirm the amount from step 1 and if it isn't the same, make the correction to either the original refund or balance due amount. Then select Continue.
  13. On the Let’s Make Sure You’re Ready to Review screen, select No, I still have state amend info to enter.
  14. On the Let’s review your amend return screen, select I’ll choose what I work on.
  15. On the Your 2023 Oregon taxes are ready for us to check screen, in the General Info section, select Start. Proceed through all the questions in the general info section. 
  16. On the Optimize my Oregon deduction screen, select Optimize my Oregon deduction option. Then select Continue
    • If the refund meter remains at 0, you don't need to amend your tax return and can stop. An amended return isn't needed. 
  17. For Married Filing Separately taxpayers, in the Optimize my Oregon deduction screen, we have chosen a deduction based on your federal return. You can confirm or change the selection.
    • If the refund meter remains at 0, you don't need to amend your tax return and can stop. An amended return isn't needed. 
  18. On the Your 2023 Oregon taxes are ready for us to check screen, select Let’s check it over.
  19. On the Smart Check Results screen, select Continue, then Continue again.
  20. On the Let’s get your return ready to file screen, select Check my return.
  21. On the Just about ready to file. But first…screen, select Continue.
  22. On the Let’s take care of these details now screen, select Review.
  23. On the Here are the results of our final review screen, select Fix Oregon Return.
  24. On the We Won’t Be Able to E-file Your Return screen, select Continue. Then Continue again.
  25. On the Here are the numbers for your amended return screen, the new results will be displayed. Select Continue. Then Continue again.
  26. On the Just two more steps and we’ll file your return screen, select Continue by Step 3, then continue through the screens to download, print and save your Oregon amended return.
    • You are only changing your state tax return. Don't refile your federal return.
  27. Once your tax return has been printed (confirm your original Form 1040 Individual Tax Return return is included), you need to sign, date, and mail the amended return. The mailing address and filing instructions are included on the File by Mail Instructions for your 2023 Oregon Amended Tax Return.
  28. Be sure to Print and Save your amended return for your records.
  1. Write down the original refund or balance due amount for your Oregon 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.
    • 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 Oregon.
  11. On the Let’s Amend Your Oregon Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
  12. On the Additional Information screen, select Continue.
  13. On the About Your Oregon Amended Return screen, type in “TO OPTIMIZE BETWEEN STANDARD OR ITEMIZED DEDUCTIONS”. Then select Continue.
  14. On the Confirm Your Previous Oregon Refund or Tax Paid screen, verify the amount from step 1 and if it is not the same make the correction to either the original refund or balance due amount. Then select Continue.
  15. On the Let’s Make Sure you’re Ready to Review screen, select the Review tab from the gray strip toward the top of the screen.
  16. On the Let’s make sure your taxes are correct screen, select Continue.
  17. On the Let’s Check These Entries screen, select Check Entries
    • No changes are being made to the Federal return, so please continue through those screens.
  18. On the Check This Entry Information Worksheet screen, follow the instructions to verify the standard/itemized deduction claimed. To optimize the deduction, uncheck the box Take the standard deduction even if less than itemized deductions or Itemize even if itemized deductions are less than the standard deduction. This will optimize either the standard deduction or the itemized deduction. If the optimization results in a refund, the Oregon refund meter will now reflect the additional refund due. Then select Continue.
    • If the refund meter remains at -0-, you do not need to amend your tax return and can stop. An amended return is not needed.
  19. For married filing separately taxpayers, both spouses need to choose the same deduction method on their Oregon returns. We have chosen a deduction based on your federal return. Please confirm/change the selection below.
  20. On the We Won’t Be Able to E-file Your Return screen, select Continue.On the Run Smart Check Again screen, select Done.
  21. On the Your Amended Return Summary screen, select Continue. This screen relates to your federal return and not the Oregon amended return
  22. On the You’re Done! Print and Mail Your Returns screen, follow the TurboTax instructions to print, sign, date, and mail the amended return. The mailing address is included on the File by Mail Instructions for your 2023 Oregon Amended Tax Return. 
  23. Print and Save the amended return for your records.

If you have questions, call 844-333-2161 (Monday–Friday, 5 AM to 5 PM PT) to speak with a specialist. Mention 2023 Oregon Itemized Deductions so they know what you’re calling about.

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