How to Amend a Tax Return on TurboTax

Step 1: Gather Your Information

Before you begin the amendment process, gather all necessary documents. This includes your original tax return and any new documents that affect your tax situation.

Step 2: Access Your TurboTax Account

Sign in to your TurboTax account. Make sure you’re using the account that you used to file your original return.

Step 3: Select ‘Amend a Return’

Navigate to the ‘Tax Home’ page. Under ‘Your tax returns & documents’, select ‘Amend (change) return’.

Step 4: Follow the On-Screen Instructions

TurboTax will guide you through the amendment process. It will ask you why you’re amending your return and what areas need to be changed.

Step 5: Enter the New Information

Enter any new or updated information into the appropriate fields. TurboTax will automatically calculate how these changes affect your tax return.

Step 6: Review Your Changes

Before submitting, review your changes carefully. Make sure all information is accurate and complete.

Step 7: Submit Your Amended Return

Once you’re satisfied with your changes, you can submit your amended return. Remember, an amended return cannot be e-filed. You’ll need to print and mail it to the IRS.

Step 8: Track Your Amended Return

After mailing your amended return, you can track its status using the IRS’s ‘Where’s My Amended Return?’ tool.

Remember, amending a tax return can take time, so be patient. If you’re unsure about anything, consider seeking help from a tax professional.

Please note that this is a general guide and the exact steps may vary depending on your specific tax situation and the version of TurboTax you are using. Always consult with a tax professional if you’re unsure about amending your tax return.