Amending a 2009 Alabama Return: Joint Homeowners and Energy Credit Error

Important: Follow these steps only after you've amended your federal forms. If you've not amended your federal forms, please follow the steps in the Amending a 2009 Return: Joint Homeowners and Energy Credit Error Knowledge Article first before using the steps outlined below.

 

There is no amendment form for Alabama; you will just submit a new copy of the return that now has a check in the box for amended on the main form. To do this:

1. Open your Alabama return.
2. Find the amended return:
   1. Click on Topic List. TurboTax Users: Click on Tools>Topic List.
   2. Search for Your Alabama Return > GENINFO > Common General Info.
3. On the Do you have any of these Situations? screen, select the I need to change (amend) a previously filed return checkbox.
4. On the Do you want to amend a previously filed return screen, select Yes and follow the on-screen instructions.
5. On the next screen, enter in the amount previously refunded or paid.
6. On the following screen, select No when asked to copy the federal reason for amending and enter Federal Tax Liability Was Amended

To print your amended Alabama 2009 tax return:

TurboTax 2009 Desktop users

1. Click on the File tab.
2. Click on Print/Save for Your Records.
3. Click the Print Return button.
4. In the Print window, under the Item(s) to print section, select All official forms required for filing.
5. In the Print window, under the What will print section, clear the Form 1040: Individual checkbox.
6. Select the Alabama Individual checkbox. If you filed multiple states, clear the checkboxes for the other states. Only Alabama Individual should be selected.
7. Click the Print button and follow the on-screen directions.
8. Do not mail any forms that say Keep for your records.
9. You do not need to attach copies of income statements, such as a W-2 or a 1099.

TurboTax Online users

1. Click on the File tab.
2. Click on Print/Save for Your Records.
3. On the Print and Save Center screen, click on the Print Returns button.
4. In the Print window, under the Item(s) to print section, select All official forms required for filing.
5. In the Print window, under the What will print section, clear the Form 1040: Individual checkbox.
6. Select the Alabama Individual checkbox. If you filed multiple states, clear the checkboxes for the other states. Only Alabama Individual should be selected.
7. Click the Print button and follow the on-screen directions.
8. Do not mail any forms that say Keep for your records.
9. You do not need to attach copies of income statements, such as a W-2 or a 1099.