TY23 TA Missouri Standard vs Itemized Deductions

by TurboTax•2• Updated 5 months ago

Some Missouri customers may have overpaid their Missouri taxes due to a TurboTax error.

If we notified you, we recommend you submit an amended state tax return as soon as possible. By filing an amended return, you’ll be able to get the money back in your pocket where it belongs!

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

TurboTax Online

Write down the original refund or balance due amount for your Missouri 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 2023 return. In Tax Home, scroll down to Your tax returns & documents, and choose 2023. If you have not 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).
Select Amend (change) return and then select Amend Using TurboTax Online.
On the OK, let’s get a kickstart on your 2023 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 2023 return(s) you want to amend screen, select 2023 Missourreturn. Then Continue. Your state refund/balance due tracker will usually reset to $0. This is normal.
On 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 Missouri.
On the Let’s Amend Your Missouri Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
On the Tell Us Why You Are Amending Screen, choose Amendment affects Missouri only. Then Continue.
On the Amend Return Instructions screen, select Continue.
On the Amend Return Payment/Refund Amount 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.
On the Let’s Make Sure you’re Ready to Review screen, check Yes, I’ve entered everything and let’s review, then Continue.
On the Smart Check Results Screen, Select Continue.
On the Let’s amend your state taxes screen, select Continue.
On the Let's get 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.
On the Here are the results of our final review screen, select Fix Missouri Return.
On the Not Eligible for Electronic Filing screen, select Continue.
On the Let’s take care of these details now screen, select Continue.
On the We still have a couple of details to button up screen, select Continue.
On the This year's recap screen, select Skip recap.
On the Time to put it all together for one last look screen, select Continue.
On the Great job so far! screen, select Continue.
On the Just one more step and we’ll file your return screen, select Continue by Step 3.
On the We determined the easiest way to file screen, Change the 2023 Federal return to File by mail and save and then Continue. NOTE. You are only changing your state tax return. Please do not refile your Federal Return.
On the Now, it’s time to download and print your returns screen, select Download, Then Continue.
On the You did it screen, select I’m done.
Once your tax return has been printed, you need to sign, date, and mail the amended Missouri return. The mailing address and filing instructions are included on the File by Mail Instructions for your 2023 Missouri Amended Tax Return. NOTE. Be sure to Print and Save the amended return for your records

TurboTax CD/Download

Write down the original refund or balance due amount for your Missouri 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 2023 return.
Before you make any changes, select File and Save As... then add Amended 2023 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), 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.
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. The refund meters will reset to -0-. This is normal.
On the What do you need to change on your return? 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 Missouri.
On the Your 2023 Missouri Return screen, select Continue.
On the Let’s Amend Your Missouri Return screen, select Yes, let’s amend and get it done (Recommended), then Continue.
On the Change a Previously Filed Missouri Return screen, select Yes.
On the Amount Paid on Original Return screen, verify the amount paid with the original return using the amounts written down from step 1. If none, enter zero 0. Then Continue.
On the Overpayment on Original Return screen verify the overpayment amount with the original return using the amounts written down from step 1. Then Continue.
On the Reason for Amending Original Return screen, select Other Correction. Then Continue.
On Date or Year Information screen, select Continue.
On the Let’s Make Sure you’re Ready to Review screen, check Yes, I’ve entered everything and let’s review, then Continue.
On the Ready to Review Your State Return screen, select Continue. NOTE. No changes are being made to the Federal return, so please continue through those screens.
On the Review Your Return screen, select Continue.
On the Check This Entry screen, 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 2023 Missouri 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. NOTE. No changes are being made to the Federal return, so please continue through those screens.
On the Not Eligible for Electronic Filing screen, select Continue.
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 to print and save your amended Iowa return, then select Done. NOTE. You are only amending your state tax return. The changes do not impact your Federal return, so please do not refile it.
Once your tax return has been printed, 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 Missouri Amended Tax Return. NOTE. Be sure to Print and Save the amended return for your records.

If you have questions, call 844-333-2161 (Monday–Friday, 8 AM to 8 PM ET) to speak with a specialist. Mention Missouri Standard vs Itemized Deductions so they know what you’re calling about.

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