TurboTax HelpTurboTax HelpIntuit

How do I amend my 2021 return to fix an underpaid New York Child and Dependent Care Credit?

by TurboTax Updated 3 months ago

Some New York TurboTax customers have underpaid their 2021 state taxes due to an error with the New York Child and Dependent Care Credit. 

We recommend that affected people submit an amended 2021 state return as soon as possible to avoid penalties and interest on the unpaid balance. 

To amend your state tax return, select your version of TurboTax below and follow the instructions.

Note: If your TurboTax navigation looks different from what’s described here, learn more.

  1. Note 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.
  2. Sign in to the TurboTax account you used to prepare your 2021 return.
  3. In Tax Home, scroll down to Your tax returns & documents, and choose 2021.
    • If you have not already done so, we recommend that you print a copy of your original 2021 tax return for your records by selecting Download/print return.
  4. Select Amend (change) return and then select Amend Using TurboTax Online.
  5. Check your refund/balance due on your return:
    • If the amount is the same as you wrote down in step 1, the child and dependent care credit was calculated correctly, and no amendment is needed. You may stop here.
    • If the amount is different, you will need to amend your state return to receive your child and dependent care credit.
  6. On the OK, let’s get a kickstart on your 2021 amended return screen, choose TurboTax sent me an email, then Continue.
  7. On the What did we contact you about? screen, choose Something else, then Continue.
  8. On the Tell us which returns you want to amend screen, select 2021 New York return. Then Continue.
    • Your state refund/balance due tracker will usually reset to $0. This is normal.
  9. On the Let’s get your state taxes done right screen, select Continue.
  10. On the Let’s amend your state taxes screen, select Amend next to New York.
  11. On the Let’s Amend Your New York Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
  12. On the Amended Income Tax Return screen, select Continue.
  13. On the Is an amended federal return being filed? screen, select No, then Continue.
  14. On the Verify Original Refund, Balance Due, or Amount Applied screen, enter the amount from step 1 in the appropriate box.
  15. On the Reason(s) for Amending your New York Tax Return screen, select Other, then Continue.
  16. On the Other Reasons screen, enter TO CORRECT CHILD AND DEPENDENT CARE CREDIT, then Continue.
  17. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review, then Continue.
  18. On the You Just Finished Your New York Return screen, scroll down to the bottom and select Done with New York.
  19. On the Smart Check Results screen, select Continue, then Continue again.
  20. On the We’ll run a completecheck scan to finalize screen, select Check my info.
  21. On the You’re just about ready to file. But first… screen, select Continue and fix any issues.
  22. On the We still have a couple details to button up screen, select Continue.
  23. On the Here are the numbers for your amended return screen, select Continue.
  24. On the Great job so far! screen, select Continue.
  25. On the Just one more step and we’ll file your return screen, select Start by Step 3, then continue through the screens to print and save your amended return.
  26. Once your tax return has been printed, you need to sign, date, and mail the amended return. The mailing address and refund amount are included on the File by Mail Instructions for your 2021 State Amended Tax Return.
  27. Be sure to Print and Save the amended return for your records.
  1. Note 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
  2. Launch TurboTax and open your 2021 return.
  3. Before you make any changes, select File and Save As... then add Amended 2021 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. Write down the refund or balance due amount that is currently shown for New York. This is an automatic fix and your return will reflect to updated refund or balance due amount.
  6. Select the Personal tab, then Other Tax Situations.
  7. On the Other Tax Situations screen, scroll down to Other Tax Forms, then select Start next to Amend a return.
  8. On the We’ll help you change (amend) your return screen, select Continue.
  9. On the Did you already file your return? screen, select Yes, I’ve already filed my return then I was contacted by TurboTax and told I may need to amend for some other reason, then select Continue.
    • The counters will reset to -0-. This is normal.
  10. On the What do you need to change on your return? screen, scroll down to the bottom of the screen and select Update next to State return.
  11. On the Let’s work on your state return screen, select Continue.
  12. On the Your State Returns screen, select Edit next to New York.
  13. On the Your 2021 New York Return screen, select Continue.
  14. On the Let’s Amend Your New York Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
  15. On the Amended Income Tax Return screen, select Continue.
  16. On the Is an amended federal return being filed? Screen, select No, then Continue.
  17. On the Verify Original Refund, Balance Due, or Amount Applied screen, enter the amount from step 1 in the appropriate box.
  18. On the Reason(s) for Amending your New York Tax Return screen, select Other, then Continue.
  19. On the Other Reasons screen, enter TO CORRECT CHILD AND DEPENDENT CARE CREDIT, then Continue.
  20. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review, then Continue.
  21. On the You Just Finished Your New York Return screen, scroll down to the bottom and select Done with New York.
  22. On the Smart Check Complete screen, select Continue.
  23. On the You’re Done with 2021 New York screen, select Done With States, then Continue.
  24. On the Let’s make sure your taxes are correct screen, select Continue.
  25. On the Let’s Check These Entries screen, select Check entries. Make any changes, if applicable. If any changes are made, run Smart Check again, then select Done.
  26. On the Your Amended Return Summary, select Continue.
  27. On the You’re Done! Print and Mail Your Returns screen, follow the instructions to print and save your amended return.
  28. After you've printed, you need to sign, date, and mail the amended return. The mailing address and refund amount are included on the File by Mail Instructions for your 2021 State Amended Tax Return.
  29. 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 844-333-2161 (Monday–Friday, from 5 AM to 5 PM PT) to speak with a specialist. Mention New York Child and Dependent Care Credit so they know what you’re calling about.

More like this

Dynamic AdsDynamic Ads