2016 Federal & State Amend Instructions for the TurboTax Online product:

Transcription

1 2016 Federal & State Amend Instructions for the TurboTax Online product: 1) To open your 2016 return, go to and sign in. 2) On the Sign In screen, enter your User ID and Password and select Sign In. 3) On the Welcome home screen, select My TurboTax and then choose My Tax Timeline from the dropdown list. 4) On the Tax Timeline screen, select Amend (change) return. 1

2 5) On the Are you sure you d like to amend your return? screen, select Amend using TurboTax Online. Start to Amend Your Return: 1) On the We ll Help you change (amend) your return screen, click Continue. 2) On the Have You Already Filed This Return? screen, select Yes, I need to amend a return I already filed and then select I was contacted by TurboTax and told I may need to amend. Select Continue, when done. 2

3 3) If you see the screen Tell Us Which Returns You Want To Amend choose I want to amend both my federal and state returns and then choose Continue. If you do not get this screen, skip to #4. 4) On the Do you still receive your mail at this address? screen make a choice and choose Continue. 5) On the Presidential Election Campaign Fund screen, make a selection and then choose Continue. 3

4 6) On the Why did you need to amend your return? screen, indicate The mortgage interest deduction reported on Schedule A of the original return was not adjusted for IRS limitations. This amended return shows the correct deduction. Then select Continue. 7) On the Let s comb through your returns one last time with completecheck screen choose the Federal Taxes tab. 8) On the Your Income screen, choose Deductions & Credits. 4

5 9) On the screen showing Your tax breaks choose Edit/Add next to Mortgage Interest, Refinancing, and Insurance (Form 1098). 10) On the Mortgage Deduction Summary screen, choose Done. 11) On the Mortgage interest and points limitation screen, choose Yes. 5

6 12) On the Enter your mortgage interest and points calculation screen, enter the amount of the actual mortgage interest deduction that you are allowed to deduct. Then, choose Continue. Note: TurboTax does not calculate this amount for you. If you need help determining the amount to enter, please refer to IRS Publication 936: 13) On the Your tax breaks screen, choose Wrap up tax breaks. 14) On the Double checking for every possible tax break screen, select Continue. 6

7 15) If you see the screen We ve Chosen Itemized Deductions for You, choose Continue. If you don t see this screen skip to #16. 16) On the Let s check for any uncommon tax situations screen, scroll to the bottom and choose Revisit next to Amend a Return. 7

8 17) You will see the screen Do you still receive your mail at this address? again. Make a selection and choose Continue. 18) You will see the Presidential Election Campaign Fund screen again. Make a selection and choose Continue. 19) On the Why did you need to amend your return screen? choose Continue. 8

9 20) On the Let s comb through your return one last time with completecheck screen, select Check my info. 21) On the You re just about ready to file. But first screen, select Continue. 22) On the Let s take care of these details now screen, select Review 9

10 23) On the screen, Here are the results of our final review choose Fix Federal Return. Note: You may see an option to fix your state return. We will come back to that after we fix the federal return. 24) On the Amended Returns Can t Be E-Filed screen, select Continue. 25) On the Let s take care of these details now screen, select Review. 10

11 26) On the screen, Here are the results of our final review choose the option to Fix Your State Return and fix any errors. You may see a message indicating that your state return cannot be e-filed. You can choose Continue at that message. If you do not have a state return, choose Continue without Fixing. 27) On the Let s take care of these details now screen, select Continue. 28) On the We still have a couple of details to button up screen select Continue. 11

12 29) On the Your Amended Return Summary screen, select Continue. 30) You are now ready to print your return to file. On the You re Done! Print and Mail Your Returns screen, select Print Return. 31) On the Print Preview screen, select the Printer Icon to print your forms. 12

13 32) After printing your return, review the Filing Instructions for your federal and state return (if applicable). The filing instructions will indicate any balance due and the address to mail your return. Remember to print out an extra copy to keep for your record. 13