2016 New Jersey Allocation of Wages Amend Instructions for TurboTax CD/Download:

Transcription

1 2016 New Jersey Allocation of Wages Amend Instructions for TurboTax CD/Download: Note: If you completed your original tax return in TurboTax Online, you will need to download the Amend program to your computer to complete your amended tax return. Please follow these instructions. If you already have the desktop software installed, skip down to Begin Desktop Amend: 1. Sign into TurboTax online with the log in you used to complete your 2016 tax return. 2. Select My TurboTax in the upper left, and then My Tax Timeline. 3. Scroll down and on the line that says, Looking for prior year returns? Select Load My Tax Timeline. 4. Click or tap 2016 Tax Year in your Tax Timeline. 5. In the SOME THINGS YOU CAN DO section, click or tap Amend (change) 2016 return. 6. Follow the onscreen instructions in the How to amend your 2016 return popup window. Begin Desktop Amend Instructions: 1) Select and open your return. 2) Select File and Save As Amended 2016 return before you update TurboTax to preserve your original return. 3) Select Online and Check for Updates. 1

2 4) Go to Federal Taxes tab (if using the Home and Business Product, go to the Personal tab) and then select the Other Tax Situations tab 5) On the Other Tax Situations screen, scroll down to Other Tax Forms and next to Amend a Return, select the Start button. Start to Amend Your Return: 1) On the We ll Help you change (amend) your return screen, click Continue. 2

3 2) On the Have You Already Filed This Return? screen, select Yes, I need to amend a return I already filed. Then select I was contacted by TurboTax and told I may need to amend and click Continue. 3) On the Tell Us Which Returns You Want to Amend screen, select I want to amend only my federal or only my state return. Select Amend my New Jersey, and Resident State(s) returns and click Continue. 4) On the Do you still receive your mail at this address, review the info and select Continue. 3

4 5) On Presidential Election Campaign Fund screen, make a selection then click Continue. 6) On the Why did you need to amend your return? screen, type: The New Jersey and total wage amount was incorrectly reported on the New Jersey return for part-year or nonresidents of the state. The adjustment to the return reflects the correct amount of wages for both fields. Then select Continue. 4

5 7) From the Let s make sure your taxes are correct screen, select the State Taxes tab. 8) On the Let s work on your state return screen, select Continue. 5

6 9) On the Your State Returns screen, select Edit next to New Jersey. 10) On the Your 2016 New Jersey Return screen select Continue. 11) On the Let s Amend Your New Jersey Return screen, select Yes, let s amend and get it done and click Continue. 6

7 12) On the Information From Your Original Return screen, make sure the number is correct. 13) On the Amended Income Tax Non-Resident Return screen (if you are a Part-Year Resident of NJ you may not see this screen or may see a screen with a different title) select Continue. 14) On the Let s Make Sure You re Ready to Review screen, select No, I still have state amend info to enter and click Continue. 7

8 15) On the Let s review your amended return screen, select I ll choose what I work on. 16) On the You ve Finished Your New Jersey Return select Start next to Adjustments. 8

9 17) On the Payments Due to Injuries or Sickness screen, choose the appropriate response. 18) On the About Your W-2 State Wage Information screen, read the information and select Continue. 9

10 19) On the Let s Confirm Your State Wages from Employer (will show your employer s name) screen, put a checkmark in the box to Remove These Wages for the state other than New Jersey (if not already there) and click Continue. 20) On the Did you earn all of your wages in New Jersey? screen, make a selection and click Continue. If some of your wages were earned in another state, you will check No, I earned some of the $XX in a different state and fill in the box with the correct amount. 10

11 21) On the Expense Reimbursements screen, select your resident state, choose Edit and go through the amend questions to allow the New Jersey changes to update your resident return(s). For most states, when applicable this update will automatically recalculate the Other State Credit for taxes paid to a Nonresident State on the same income, but please review the Credits section of your resident state(s) to be sure it updated with the new information. The credit, if available in your resident state, is based on the amount of New Jersey Tax on NJ-1040NR Line 40. If the resident state(s) refund or balance due has changed from the original filing, you will also need to be print and mail the amended return(s) in Step 28. After each state has been visited, proceed with Step ) After completing the amend steps for New Jersey and your resident state(s), click on the Review tab. 11

12 23) On the Let s make sure your taxes are correct screen, select Continue and complete all final review questions, if any. 24) On the Let s Check These Entries screen, select Check Entries. 25) On the Amended Returns Can t Be E-filed screen, click Continue. This is just informing you that you have to print and mail the amended return. 12

13 26) On the Run State Review Again screen, select Run Smart Check Again. Fix any remaining errors (the Amended Returns Can t Be E-filed error will remain). Once you return to this screen again, select Done. 27) You are now ready to print your return to file. On the You re Done! Print and Mail Your Returns screen, select Print Returns. 13

14 28) In the Form Selection window, select All official forms required for filing, check the box(es) for your New Jersey and your resident state return(s). Then, select Preview Print Copy. 29) On the Print Preview screen, select the Printer Icon to print your forms. 14

15 30) After printing your return: The instruction letter will indicate any balance due that you need to pay or refund that you will receive. The instructions will also tell you the address to mail your return(s). Be sure to print out an extra copy to keep for your files. 15