Question

How do I fix my NYS pending tax return?

Forum|Forum|3 years ago
January 29, 2023
1 reply
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Add info to pending tax filing

TurboTax Deluxe Online

You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS/state does not allow you to take it back while in a PENDING status.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.

Now you have to wait until the IRS/state either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.

If the IRS/state accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.

Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS/state does with the return you just e-filed

B

BrittanyS

If New York accepts your 2022 return, you will have to amend your return to make changes. You will not want to make any changes or adjustments to the return while it is pending. New York will first have to accept or reject the return.

If the return is rejected in TurboTax, you will receive a notification with a rejection code from TurboTax, and the return will be opened back up to make changes. You can make adjustments at this point.

If your return is accepted, you will need to follow the following steps in TurboTax to amend the return:

Sign in to TurboTax
On the home screen, scroll down to Your tax returns & documents and select the year you want to amend
Select Amend (change) return, then Amend using TurboTax Online
- If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax CD/Download below instead
On the screen OK, let's get a kickstart on your amended return, select the reason(s) you're amending and Continue
When you reach Here's the info for your amended return, select Start next to the info you need to change
Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return