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February 14, 2020
Question

Amendment

  • February 14, 2020
  • 1 reply
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After I filed my state return, I had to go back and amend information for a 1099-R which changed both my State and Federal Refund. My Federal was correctly submitted but not my State. How do I amend just my state return and will it cost me to do so?

1 reply

February 14, 2020

Yes, You definitely can just amend your State Return and there is no charge for the current year through the current year software.  

 

To Amend your return in Turbo Tax Online follow these steps:

 

1.  Sign in to your Turbo Tax Account

2.  Scroll down to  Your tax returns and documents and select Amend (change) 2019 return, then Amend using Turbo Tax Online.

3.  Select the reason you are amending and Continue

4.  Answer the questions about your Federal return, (there may be no changes) then begin amending your State return when it says "Lets get started on your state taxes...."

 

To Amend your return in Turbo Tax Desktop;

 

1.  Open your tax file you need to amend and select Online and Check for Updates.  

2.  Go to the Federal Taxes tab (or the Personal Tab, if you are using Home & Business) and select the Other Tax Situations Tab.

3.  Scroll down to Other Tax Forms and Select Start next to Amend a return.

4.  Answer the appropriate questions for the State and Federal Returns.  

 

Here is a great article that goes into more detail regarding the steps.

 

Amending my State Return

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February 14, 2020

I filed my 2019 tax returns online and both the Federal and State (SC) returns have been accepted.  Today I received a 1099 DIV for $43.23 that I failed to include.  This amount will not change my Federal refund, but it reduces my State refund by $2.00.  Do I need to file an amended return?  If so, do I need to wait before amending?

February 14, 2020

Please see the TurboTax FAQ: Do I need to amend? to determine if filing an amended return is necessary.

If you should need to amend, please refer to the TurboTax FAQ: How do I amend my 2019 TurboTax Online return?

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