- Amend Your Prior Year Tax Return Using Revised Tax Information (2007 or Earlier)
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Amend Your Prior Year Tax Return Using Revised Tax Information (2007 or Earlier)
Updated: 4/07/2009
Article ID: 3629
Important: You would amend a return only if you needed to make a change after you filed it. If you have not filed your tax return, you don't need to amend it. Simply correct your return in TurboTax, then file it by mail. Important: Before you amend your return, we strongly recommend that you undo the changes to your tax return then follow the instructions for amending using your original tax information. If you cannot undo your changes, follow the instructions in this article.
Important: You must undo your changes and amend using original tax information for these states: Florida, Hawaii (non-resident and part-year resident returns only), Idaho, Kansas, Montana, North Dakota, New Mexico, Pennsylvania, Tennessee, Utah, Virginia, Vermont and Washington, D.C.
If you have made corrections in TurboTax since filing your return, you'll use your revised tax information to amend your return. Your revised amounts will flow to Form 1040X, and to complete the form, you'll enter the amounts from your original return.
Note: The steps below assume you've already revised your federal return (but not your state return) in TurboTax.
Follow these steps:
- Run the federal Error Check for your revised return.
- Revise your state return and run the state review.
- Answer questions about your amended return.
- Enter information from your original federal return.
- Enter information from your original state return.
- Print and review your amended returns.
- Sign and mail your amended returns.
Run the federal Error Check for your revised return
Follow these steps:
- Click the Federal Review tab, then click Error Check.
- Resolve any errors that TurboTax finds.
Revise your state return and run the state review
Follow these steps:
- Click the State Taxes tab, then select your state.
- Revise your state return (if necessary). Changes from your federal return automatically flow to your state return, so don't enter them again.
- When you're done entering your changes, continue through the Interview and run the State Review.
- Resolve any errors that TurboTax finds.
Answer questions about your amended return
Follow these steps:
If you are amending a 2007 return:
- Select the Federal Taxes tab (Personal tab in Home & Business) then the Other subtab.
- On the Other screen, click the Select Specific Topics button, then click Other Tax Forms.
- Next to Amend a Return, click Start.
- Answer the questions in the Interview about amending your return.
- When asked which returns to amend, select federal and state.
- When asked if this return contains original information exactly as you filed it, click No.
- When asked if this return contains revised information, click Yes.
- On the Status of Your Return screen, select Revised for your federal and state returns, then click Continue.
If you are amending a 2006 return:
- Select the Federal Taxes tab (Personal tab in Home & Business) then the Miscellaneous subtab.
- On the Choose How to Enter Your Miscellaneous Items screen, click the Select Specific Topics button.
- Next to Amend a Return, click Start.
- Answer the questions in the Interview about amending your return.
- When asked which returns to amend, select federal and state.
- When asked if this return contains original information exactly as you filed it, click No.
- When asked if this return contains revised information, click Yes.
- On the Status of Your Return screen, select Revised for your federal and state returns, then click Continue.
Enter information from your original federal return
Follow these steps:
- Continue through the amend screens to enter information from your original federal (1040) return.
- You'll be asked to enter an explanation for amending your return.
- Follow the instructions for amending a return until you get back to the
- Other screen.(2007)
- Miscellaneous screen. (2006)
- Click the Federal Review tab, then click Error Check.
- Resolve any errors that TurboTax finds.
Enter information from your original state return
Follow these steps:
- Click the State Taxes tab, then select your state.
- Go to the amend section in your state return. To quickly find the amend section, use the Topic List. The amend section usually is in the last section before the State Review. Look for one of these topic names (it varies by state and you may have to open one of these topics to find the amend section):
- Other Forms You May Need (most common)
- Additional Forms
- Other Forms
- Answer the interview questions about your amended return.
- Fill in the amended tax form in the area below the interview.
- Check the "originally reported" numbers on the amended form, and if necessary, change them to match your original state return.
- Be sure to fill in the explanation for amending your state return.
- When you're finished with the amended form for your state, continue through the interview and run the State Review.
- Resolve any errors that TurboTax finds.
Print and review your amended returns
Important: Amended returns can't be e-filed.
Follow these steps:
- Click the Print & File tab
- Follow the instructions for printing your returns for filing by mail.
- Review your amended returns.
Note: On Form 1040X, any revised amounts (the amounts you entered in TurboTax after filing your original return) appear in column C. The amounts you just entered from your original return appear in column A. The difference between the original and corrected amounts appear in column B. Other corrections you made (e.g., number of exemptions) also appear on Form 1040X.
Sign and mail your amended returns
Sign and mail Form 1040X, your state amendment form, and any supporting forms to the addresses on the printed filing instructions.
Note: You file only Form 1040X and any forms or schedules that differ from those you filed with your original return (Form 1040). Be sure to write "Amended" on the top of each form you attach to Form 1040X. You do not need to refile your original return.
