Arizona Amend Instructions:

Transcription

1 Arizona Amend Instructions: If you used TurboTax Online to prepare and file your original return, follow these steps. If you used TurboTax Desktop, skip down to Desktop Customer Start Here! 1. Save Your TurboTax Online 2010 return to your computer: a. Sign in to TurboTax Online and open your tax return b. On the Home tab, click Save your 2010 return to your computer. c. Save your return to your computer s hard drive, preferably in the My Documents folder for Windows or the Documents folder for Mac. The file is saved with a.tax2010 filename extension. d. Click on Save & Sign Out in the upper right corner of screen 2. Download the TurboTax Desktop version a. Go to and click on My Account b. Click on the Downloads and Unlocks

2 c. Sign in using your User ID and Password. d. Click on the Downloads that are available e. Click the Sign Out in the upper right hand corner of the screen Desktop Customers Start Here! 3. Open Your Tax File in Desktop

3 a. Open your desktop TurboTax product b. On the 1 st screen select Find a Tax File c. Go to the folder or location where you saved the.tax2010 file d. Select the.tax2010 file, and then select Open e. From the File menu, choose Save Follow these steps to begin to amend your Arizona return: 1. Select Forms 2. Scroll down the left side of screen to Arizona Individual and click on Info Worksheet 3. Scroll down the Arizona Information Worksheet to Part VIII Amended Return a. Check the box to indicate Filing an Arizona amended return

4 b. If you paid an amount when filing your original Arizona return, enter that amount on the Payment with original return line. You can find the amount you paid from your original printed Arizona tax return as shown below, depending on which form you filed. Form: Description: Enter: Form 140 FOR Full-year residents long form Line 58 MINUS Line 54 Form 140A FOR Full-year residents short form Line 51 Form 140EZ FOR Full-year residents EZ form Line 24 Form 140PY FOR Part-year residents Line 60 MINUS Line56 Form 140NR FOR Nonresidents Line 58 MINUS Line 54 c. OR if you received a refund with your original Arizona return, enter that amount on the Overpayment from original return line. You can find the refund amount from your original printed Arizona tax return as shown below, depending on which form you filed. Form: Description: Enter: Form 140 FOR Full-year residents long form Line 39

5 Form 140A FOR Full-year residents short form Line 36 Form 140EZ FOR Full-year residents EZ form Line 21 Form 140PY FOR Part-year residents Line 41 Form 140NR FOR Nonresidents Line 39 d. Click the QuickZoom box to go to Form 140X: Individual Amended Income Tax Return Note: The Arizona Amend form is showing the numbers from your updated tax return in both columns (a) and (c). You will need to change the amounts in Column (a) to the amounts from your original tax return Arizona Form Scroll down to the income section, which starts with line Enter the amounts below in Column (a) in the income section. Note: You will find these amounts on your original printed Arizona tax return. If there is no amount in either column (a) or (c) for that line, still check to see if there was an amount on the original return. Line: Description: Enter: Line 17 Federal adjusted gross income Form 140 OR 140A, line 12; Form 140EZ, line 6 ; Form 140PY OR Form 140NR, line 14

6 Line: Description: Enter: Line 18 FOR Part-Year OR Nonresidents only: Form 140PY OR Form 140NR, line 15 Arizona gross income Line: Description: Enter: Line 19 Additions to income Form 140, line 13; Form 140PY OR Form 140NR, line 16 Line 21 Subtractions from income Form 140, line 15; Form 140PY OR Form 140NR, line 18 Line 23 Deductions Form 140, line 17; Form 140PY OR Form 140NR, line Scroll down to Part III Income, Deductions, and Credits. 7. Enter the wording: The original Arizona tax return did not reduce the itemized deductions by the Credit for Donations to the Military Family Relief Fund. This amended return has reduced the itemized deductions by that credit amount. Now it s time to print and mail your amended return. Follow these steps: 1) On the toolbar, click on File and then Print

7 2) Choose All official forms required for filing 3) Uncheck the box for Form 1040: Individual 4) If necessary check the box for Arizona Individual 5) Click Print button 6) The forms to mail to Arizona will print.

8 7) The instructions will indicate any balance due that you need to pay or refund that you will receive. It will also include the address to mail the return. 8) Be sure to print out an extra copy to keep for your files.