How do I amend my tax return in Turbo Tax Live Assisted Business or Full Service?

by TurboTax• Updated 3 weeks ago

You can't file tax amendments in Live Assisted Business or Full Service right now, but an expert can help. Here's how to file a business tax amendment.

1. Download a copy of your return

You’ll need a copy of your return to use for your amendment.

Log into your TurboTax online account. Make sure it is the same account you used to file your taxes in prior years.
Select the blue circle with your initial in it, and select Manage your intuit account
Select documents
Select Select business and choose the business taxes you need to amend.
Select the checkmark next to the return from the year you’d like to amend, then select download.

Note: Depending on the tax year you selected, your download may be a .tax file or a PDF file. Both can be used to file your amendment.

2. Reach out to an Expert

While logged into your TurboTax Online account, select the Live help option to contact an expert. Tell them you need to file a return and mention exactly which year you're amending. They’ll give you the necessary desktop software to file it.

3. Install the desktop software

Your expert will provide a complimentary desktop copy of TurboTax Business to file your amendment. Follow their instructions to download it and read How do I get started with TurboTax Desktop? for installation guidance.

4. Recreate your return

If you downloaded a .tax file:

Open TurboTax, select File and then Open Tax Return
Locate where your .tax file is on your computer and select Open.

If you downloaded a PDF file: Use the PDF copy of your original return and re-enter your tax year details into your downloaded TurboTax Business software.

Note: You do not need to file your recreated return to amend it.

5. File your amendment

Follow the guidance outlined in How do I amend my federal return with TurboTax Business Desktop.

I can't locate my return in Turbo Tax

If you can’t find your return in Turbo Tax, the IRS offers 3 ways to request a copy of your business tax transcript.

Download a copy with a registered business account
Call and request a copy from the IRS’ business and speciality tax line at 800-829-4933
File transcript request form 4506-T with the IRS

What if I have a Mac?

Turbotax Business desktop only works on Windows computers. If you have a Mac, consider using virtual machine software to install Windows.

What if I want to amend a previous year?

An expert can help you file an amendment for any tax return that you’ve filed within Live Assisted Business or Full Service. When speaking to an expert, tell them the exact tax year you are amending so that they give you the correct corresponding desktop software.

Note: The IRS gives you three years from the date you filed your original return, or two years after you paid the tax due (whichever is later), to file an amendment.

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