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How do I amend my return to correct an underreported California Earned Income Tax Credit?

SOLVEDby TurboTax2Updated December 10, 2021

Because of an error in a TurboTax calculation, you may have underreported the Earned Income Tax Credit on your California tax return, resulting in a possible overpayment of your state tax.

We fixed the issue in TurboTax and we want to make sure your state tax return is complete and accurate. We recommend that you check and, if necessary, amend your state tax return to determine if any additional refund is due. There are no additional fees for checking your TurboTax return or for preparing an amendment. 

We continuously strive to provide correct and accurate calculations in our TurboTax products. Sometimes that effort results in our finding errors after returns have been filed. We sincerely apologize for any inconvenience this may cause you.

To amend your return in TurboTax, follow the step-by-step instructions here:

  1. Write down the original refund or balance due amount for your California 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 2020 return.
    • NOTE: Check your refund/balance due. If the amount is the same as you wrote down in step 1, CA Form 3514 was calculated correctly and no amendment is needed. You may stop here.
  3. Before you make any changes, select File and Save As... then add Amended 2020 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. 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.
  6. On the We’ll help you change (amend) your return screen, select Continue. Then on the Did you already file your return? screen select Yes, I have 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.
  7. On the Tell us which returns you want to amend screen, choose I want to amend only my federal or only my state return, then check Amend my California return. Then Continue. Your state refund/balance due tracker will usually reset to $0. This is normal.
  8. On the What do you need to change on your return? screen, scroll down to the bottom and select Update next to the State return topic.
  9. On the Let’s work on your state return screen, select Continue.
  10. On the Your State Return screen, select Edit by California.
  11. On the Let’s Amend Your California Return screen, choose Yes, let’s amend and get it done, then select Continue.
  12. Oh the Report Tax Year, enter 2020 for the Tax Year for Amended Return, then select Continue.
  13. On the Important: Read and Follow Your California Amend Instructions, select Continue.
  14. On the Confirm Previous Refund or Tax Paid, verify the amount and make sure they match the figure you found in Step 1. If they do not match, enter the correct amount, then select Continue.
  15. On the About Your California Amended Return screen, scroll down on the California Explanation of Amended Return Change to Part II - Reason(s) for Amending and  select i Earned income tax credit. Continue scrolling to 2, Provide further explanation of reason(s) for amending below and enter TO CORRECT FORM 3514, CA EITC. Then select Continue.
  16. On the Let’s Make Sure You’re Ready to Review screen, choose Yes, I’ve entered everything and let’s review then Continue. If there are any errors, you will need to correct them before moving forward.
  17. On the We Won’t Be Able to E-file Your Return, select Continue.
  18. On the Review Your Return, select Continue. Review any final warnings and fix any errors. If you make any changes at this stage, be sure to run Smart Check again, until there are no new warnings to fix then select Done.
  19. On the Run Smart Check Again, select Done.
  20. Print and Save the amended return.
  21. Once your tax return has printed, you need to sign, date and mail the amended return. The mailing address and refund/balance due are included on the File by Mail Instructions for your 2020 California Amended Tax Return. Don’t forget to save a copy for your records.
  1. Write down the original refund or balance due amount for your California income taxes. We recommend you check the paper/PDF copy of your return, or your banking records to verify the correct amount.  
  2. Log in to the TurboTax account where you prepared your 2020 return.
  3. In Tax Home, scroll down to Your tax returns & documents, and choose 2020. Select Amend (change) return and then select Amend Using TurboTax Online.
  4. On the OK, let’s get a kickstart on your 2020 amended return screen, choose TurboTax sent me an email, then Continue.
  5. On the What did we contact you about? screen, choose Something else then Continue.
    • NOTE: Check your refund/balance due. If the amount is the same as you wrote down in step 1, California Form 3514 was calculated correctly and no amendment is needed. You may stop here.
  6. On the Tell us which returns you want to amend screen, choose 2020 California return.  Then Continue. Your state refund/balance due tracker will usually reset to $0. This is normal.
  7. Select Continue then Amend to work on your California state return.
  8. On the Let’s Amend Your California Return screen, select Yes, let’s amend and get it done, then Continue.
  9. On the Report Tax Year screen, verify 2020 is the tax year and select Continue, then Continue again.
  10. On the Confirm or Enter Previous Refund or Tax Paid, verify or change the amount and then select Continue.
  11. On the About Your California Amended Return screen, select Continue.
  12. On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review, then Continue.
  13. On the Let’s make sure everything is accurate screen, select Fix Issues.
  14. On the Check This Entry screen, place a check mark in the box for Earned income tax credit, then Continue.
  15. On the Let’s make sure everything is accurate screen, select Run Smart Check Again and then enter TO CORRECT FORM 3514, CA EITC, then Continue.
  16. On the Smart Check Results screen, select Continue, then Continue again.
  17. On the Let’s comb through your returns one last time with completecheck screen, choose Check My Info. Review any final warnings and fix any errors. If you make any changes at this stage, be sure to run completecheck again, until there are no new warnings to fix. Then Continue.
    • NOTE: You will receive a warning that We Won’t Be Able to E-file Your Return. This is normal.
  18. On the We still save a couple of things to button up screen, select Continue. You will see a screen with your amended return results. Select Continue.
  19. On the Great job so far! Screen, select Continue.
  20. On the Just a few steps left and we’ll file your returns screen, select Start by Step 3 then Continue.
  21. Print and Save the amended return.
  22. Once your tax return has printed, you need to sign, date and mail the amended return, along with any payment due. The mailing address and refund/balance due are included on the File by Mail Instructions for your 2020 California Amended Tax Return. Don’t forget to save a copy for your records.

We’re here to help if you have questions or need assistance. You can call us at (866) 278-9691 to reach a tax expert who is prepared to assist you with this issue. Tell the expert you’re calling about: 2020 CA EITC Underreported.

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