Amend a 2009 Georgia State Return to Claim Single-Family Residence Tax Credit

For step-by-step guidance on amending to obtain this credit, please watch this short video.

 

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You can also follow the steps below:

Keep in mind:

• You should only amend your return if your state return was filed and you either received a refund or paid taxes owed.
• Make certain the Georgia return you want to amend is exactly as it was when you filed it.
• Make a copy of your original return if you haven’t already.
• When you’ve completed your amended return, you will need to give it a new name and save a copy of that return. The amended version is what you’ll use when transferring 2009 tax information when you file your 2010 taxes. 

Follow these steps:

1. Open TurboTax and go to Federal Taxes. Select Other Tax Situations.
2. Select Amend a return.
3. Follow the prompts: I already filed the return I want to amend, and it was accepted by the government. Are you here to amend your 2009 return? Select Yes.
4. Have you made any changes to the returns you’ve filed? No, I haven’t touched my returns since I filed them.
5. Tell us about your 2009 returns. Select e-filed or mailed.
6. Have you received your refund or paid your taxes due? Yes or no. If no, you must not amend.
7. IMPORTANT: Tell us why you need to amend your return.
8. I need to change or add something to the return I already filed. See the image below.

Do NOT select the second option (I need to amend only for the homebuyer credit.) That option applies to the FEDERAL homebuyer credit and will only amend your federal and not your state return.
 

This is your last chance to save your original return. Save it so you can refer to it later if needed. Then:

1. Tell us which returns you want to amend. Select the second option: I want to amend only my federal or only my state return.
2. Then select, Amend my Georgia return, as shown below.

1. You'll see: "Tell us about your federal return."
2. Then  Important: Follow These Amend Instructions. In this circumstance, you don’t need to print or display the instructions because we are giving you customized instructions here.
3. Now we’re back to Other Tax Situations. Go up to the top of the screen, click on state taxes.
4. One of the first screens you’ll see is Revisit your Georgia info.
5. Go to Taxes and Credits and select Revisit.
6. Select Purchased a single-family residence, then Continue. See image below.

1. On the next screen, enter the purchase date and answer related questions.
2. After you enter the purchase price, you should see a screen listing your credit (of up to $600).
3. Continue through the program until you return to the screen titled Revisit your Georgia info.
4. Select Done with Georgia.
5. If you should see a screen called, "Check this entry," select Amended Fed N, for no, you’re not amending your federal return now.
6. Continue through to Error Check.
7. Next, print your return. 
8. Your printout will include instructions on where to mail your amended return.
9. You will need to give your amended return a name that’s different from your original return and then save a copy. The amended version is what you’ll use when transferring 2009 tax information when you file your 2010 taxes.

Taxpayers who amend must include with their form the following documentation of the eligibility of the single-family residence:

• A bona fide listing agreement with a real estate agent or broker licensed in Georgia, or documentation that the eligible single-family residence was for sale directly by the owner without a real estate agent or broker.
• A copy of the closing statement.
• If the residence qualifies because the owner’s acquisition indebtedness was in default on or before March 1, 2009, or because it was a residence with respect to which a foreclosure event has taken place, the taxpayer must supply documentation to show that this was the case.