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February 17, 2024
Question

When you amend a return, is the Federal Refund part in the top where it shows you what you're getting the additional amount you're getting or no?

  • February 17, 2024
  • 1 reply
  • 0 views
I've never had to amend something before but we got a W-2 super late. So I don't want to mess up a refund in progress.

1 reply

JohnB5677
February 17, 2024

Yes, you should wait for your original return to be completely processed, and

Yes, When you start the amendment process the "Tax Meter" resets to zero (0).

The new amendment shown on the meter assumes you have paid the taxes you owe, or have already received your refund from the original tax return.

 

If you want to make changes, or add a document to a tax return that has already been submitted you should follow these guidelines.

  • You must first wait until the initial return is completely processed.
  • You will have to use the same TurboTax account that you used for the original tax return.
  • Once you begin your amendment, you'll see your original return. 
    • The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
    • Only make changes to the areas of your return that need amending.
  • You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

 

 

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