How do I amend my return to fix underpaid 2024 Illinois Retirement Distributions?
Some Illinois TurboTax customers have underpaid their state taxes due to an error with the retirement distributions.
If we notified you, we recommend you review your state return and, if needed, amend it 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 state tax return.
Enter “TO CORRECT RETIREMENT SUBTRACTION” as the reason for amending.
Revisit the Income section of the Illinois return.
Navigate to the IRA/SEP Distributions screen and Delete any value currently entered in the field.
Click Continue to proceed to the next screen, then immediately click Back to return to the IRA/SEP Distributions screen. The field should now be show the correct amount of IRA/SEP Distributions and match the amount reported on Form 1040 line 4b, taxable IRA distributions.
Once you have confirmed the value is correct, continue through the remaining interview screens to finish your state amended return.
Follow the instructions provided by TurboTax to print, sign, date and mail the amended state tax return, along with any balance due.
If you have questions, call 844-333-2161 (Monday–Friday, 7 AM to 7 PM CT) to speak with an expert. Mention 2024 Illinois Retirement Distributions so they know what you’re calling about.
