How do I amend a California state return in TurboTax Online?

You can amend any prior-year California state tax return, but you must file your refund claim by the later of:

• 1 year from the date of overpayment
• 4 years after the original return due date (if you filed before the due date, after the extension, or made payments and never filed a return)
• 4 years after the date of a timely filed return, if filed within the extension period

By the time you get to the Important: Read and Follow Your California Amend Instructions screen in TurboTax, we’ve already transferred info from your federal 1040X to your California amended return.

Move through the following screens to review your info and make any needed changes.

1. On the Confirm Previous Refund or Tax Paid screen, review the amount(s) provided and update if necessary, then Continue.
2. On the About Your California Amended Return screen, you’ll see the form for your amended return.
   • Scroll through and review your info.
   • Answer any questions that may still need to be answered.
   • Select Continue.
3. On the Let's Make Sure You're Ready to Review screen, choose Yes, I’ve entered everything and let’s review, and Continue.
   • If you have additional info to enter, choose No, I still have state amend info to enter and move through the screens.
4. At this point, we'll check your California amended return for any info that needs to be reviewed. If we find something, select Fix Return on the Let's make sure everything is accurate screen and update the requested info.
   • If you then see an option to Run Smart Check, run it again to ensure you didn’t miss any info.
5. Follow the onscreen instructions to finish and file your return.

Note: Be sure to save a copy of your amended tax return. You'll transfer your amended info to next year's version of TurboTax.