How do I amend my return to fix a Box 18, Local Wages error on my New York tax return?

by TurboTax•2• Updated 2 months ago

Some New York TurboTax customers need to amend their taxes due to an error with Box 18, local wages.

If we notified you, we recommend you review your W-2 and, if needed, amend your federal and state tax returns as soon as possible.

Please select your version of TurboTax below and follow the instructions.

TurboTax Online

Write down the original refund or balance due amount for your New York income taxes. We recommend you check the paper/PDF copy of your return, or your banking records to verify the correct amount.
Log in to the TurboTax account where you prepared your 2024 return. In Tax Home,
scroll down to Your tax returns & documents, and choose 2024. If you haven't already
done so, we recommend that you print a copy of your original 2024 tax return for your
records by selecting Download/print return (PDF).
Select Amend (change) return and then select Amend Using TurboTax Online.
On the OK, let’s get a kickstart on your 2024 amended return screen, choose TurboTax sent me an email, then Continue.
On the What did we contact you about? screen, choose Something else then Continue.
On the Tell us which 2024 return(s) you want to amend screen, select both 2024 Federal return and 2024 New York return. Then Continue.
NOTE. Your refund/balance due tracker will usually reset to $0. This is normal.
On the Here’s the info for your amended federal return screen, select Start next to Job (W-2).
On the Your W-2 summary screen, click the down arrow next to the W-2 and then select Edit.
On the Ok, let’s update the info we have for you and your employer screen, scroll down and select Continue.
On the Now, let’s update the rest screen, scroll down to the Local taxes section and use the physical copy of your W-2 to verify the amounts reported in boxes 18 and 19.
a. If the amounts are correct, you can stop here. The return does not need to be amended.
b. If the amounts are incorrect, make the corrections and then select Continue.
On the Let’s check for uncommon situations screen, select Continue. Then select Done.
On the Here’s the info for your amended federal return screen, scroll down and select Done. Then select Continue.
On Let’s confirm your mailing address, select Continue.
Continue through the screens, answering any questions until you reach the Let’s get your state taxes done right screen. Select Continue.
On the Let’s amend your state taxes screen, select Amend next to New York.
On Your 2024 New York Return screen select Continue.
On the Let’s Amend Your New York Return screen, select Yes, let’s amend and get it done (Recommended). Then select Continue.
On the Amended Income Tax Return screen, select Continue.
On the Is an amended federal return being filed? screen, select No, then Continue.
On the Verify Original Refund, Balance Due, or Amount Applied screen, verify the information then select Continue.
On the Reason(s) for Amending your New York Tax Return screen, select Wages, then Continue.
On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review. Then Continue.
On the You Just Finished Your New York Return screen, scroll down to the bottom and select Done with New York.
On the Smart Check Results screen, select Continue.
On the Let’s amend your state taxes screen, select Continue.
On the Let’s get your return ready to file screen, select Check my return.
On the Just about ready to file. But first… screen, select Continue.
On the Let’s take care of these details now screen, select Review next to Amending Your Return. Skip through any questions regarding a federal amended return, as you are not amending the federal return.
Select Review next to Answers to review.
On the Here are the results of our final review screen, select Fix New York Return.
On the We Won’t Be Able to E-file Your Return screen, select Continue.
On the Let’s take care of these details now screen, select Continue.
On the We still have a couple details to button up screen, select Continue. Then Skip recap.
On the Time to put it all together for one last look screen, select Continue.
On the Just one more step and we’ll file your returns screen, select Start by Step 3, then continue through the screens to efile your New York amended return.
If you cannot electronically file the return, follow the TurboTax instructions to print, sign, date and mail the amended New York return.
NOTE. You are only changing your state tax return. Please do not refile your Federal Return.

NOTE. Be sure to Print and Save the amended return for your records. On the Let’s get your state taxes done right screen, select Continue.

TurboTax CD/Download

Write down the original refund or balance due amount for your New York state income taxes. We recommend you check the paper/PDF copy of your return(s), or your banking records to verify the correct amount.
Launch TurboTax and open your 2024 return.
Before you make any changes, select File and Save As… then add "Amended 2024
return" to the file name to preserve your original return.
Select Online and Check for Updates. Allow the program to update if any are available.
Select the Federal Taxes tab, (Personal tab if you’re using Home & Business), 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.
On the We’ll help you change (amend) your return screen, select Continue.
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.
On the What do you need to change on your return? screen, select Update next to W-2.
On the Your W-2 summary screen, select Review next to the W-2.
On the Ok, let’s update the info we have for you and your employer screen, scroll down and select Continue.
On the Now let’s update the rest screen, scroll down to the Local taxes section and using the physical copy of your W-2 verify the amounts reported in boxes 18 and 19.
a. If the amounts are correct, you can stop here. The return does not need to be amended.
b. If the amounts are incorrect, make the corrections and then select Continue.
On the Let’s check for uncommon situations screen, select Continue. Then select Done.
On the Do you need to change anything else? screen, scroll down to the bottom and select Update next to State return.
On the Let’s work on your state return screen, select Continue.
On the Your State Returns screen, select Edit next to New York.
On Your 2024 New York Return screen select Continue.
On the Let’s Amend Your New York Return screen, select Yes, let’s amend and get it done (Recommended). Then select Continue.
On the Amended Income Tax Return screen, select Continue.
On the Is an amended federal return being filed? screen, select No, then Continue.
On the Verify Original Refund, Balance Due, or Amount Applied screen, verify the information then select Continue.
On the Reason(s) for Amending your New York Tax Return screen, select Wages, then Continue.
On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review. Then Continue.
On the You Just Finished Your New York Return screen, scroll down to the bottom and select Done with New York.
On the Check This Entry screen, make any corrections and then select Continue.
On the Review Your Return screen, select Continue.
On the Run State Review Again screen, select Done With Review.
On the You’re Done with 2024 New York screen, select Done With States.
On the Let’s Make Sure Your Taxes are Correct screen, select Continue.
On the Let’s Check These Entries screen, select Check Entries. No changes are being made to the Federal return, so please skip these questions.
On the Run Smart Check Again screen, select Done.
On the Your Amended Return Summary screen, select Continue.
On the You're Done! Print and Mail Your Returns screen, follow the instructions at the bottom of the screen to electronically file your amended New York tax return.
If you cannot electronically file the return, follow the TurboTax instructions to print, sign, date and mail the amended New York return.
NOTE. You are only changing your state tax return. Please do not refile your Federal Return. NOTE. Be sure to Print and Save the amended return for your records.

Don't call New York State Tax and Finance. If you have questions, call TurboTax at 844-333-2161 (5 AM to 9 PM PT, throughout the week). When you speak with an expert, just mention Local W2 Amend so they know exactly what you’re calling about.

Unlock tailored help options in your account

Create an account>