South Carolina Amend Instructions:

Transcription

1 South Carolina 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

2 b. Click on the Downloads and Unlocks c. Sign in using your User ID and Password. d. Click on the Downloads that are available

3 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 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 South Carolina return: 1. Select Forms 2. Scroll down the left side of the screen to South Carolina Individual and click on Info Worksheet

4 3. Scroll down the South Carolina Information Worksheet to Part VII Amended Return a. Check the box to indicate Filing a South Carolina amended return. b. If you paid an amount when filing your original South Carolina return, enter that amount on the Previous South Carolina payment made line. You can find the amount you paid on South Carolina Form SC1040, line 31 c. OR if you received a refund with your original South Carolina return, enter that amount on the Previous South Carolina refund received line.

5 You can find the amount of your refund on South Carolina Form SC1040, line 24 d. Click the QuickZoom box to go to Form SC1040X: Amended Individual Income Tax. Note: The South Carolina Amend form is showing the numbers from your updated tax return in both columns A and B. You will need to change the amounts in column A to the amounts from your original tax return South Carolina Form SC Scroll down to the Income and Adjustments section. Enter the amounts below in column A in the Income and Adjustments section. Note: You will find these amounts on your original printed South Carolina tax return. If there is no amount in either column A or B for that line, still check to see if there was an amount on the original return. NOTE: Lines 1 and 2 should be completed by FULL-YEAR SOUTH CAROLINA RESIDENTS AND PART-YEAR RESIDENTS WHO FILED AS RESIDENTS ONLY. Nonresidents and part-year residents who filed as nonresidents should go to Step 5 below.

6 Line: Description: Enter: Line 1 FOR FULL-YEAR RESIDENTS ONLY Federal Form SC1040, line 1 taxable income Line 2 FOR FULL-YEAR RESIDENTS ONLY Net South Carolina adjustment Form SC1040, line 2 MINUS line 4 5. Scroll down to the Credits section. Enter the amounts below in column A in the Income and Deductions section. Note: You will find these amounts on your original printed South Carolina tax return. If there is no amount in either column A or B for that line, still check to see if there was an amount on the original return. Line: Description: Enter: Line 7 Child and Dependent Care Credit Form SC1040, line 11 Line 8 Two Wage Earner Credit Form SC1040, line 12 Line 9 Other non-refundable credits Form SC1040, line Scroll down to Form SC1040X, to Part V Explanation of Changes. 7. In the area for Explanation of Changes made on the Amend form, enter the wording: The original return did not include the retirement deduction for surviving spouse #2. See Form SC1040, Subtractions from Federal Taxable Income section, Line p, subsection p-4. FULL-YEAR SOUTH CAROLINA RESIDENTS AND PART-YEAR RESIDENTS WHO FILED AS RESIDENTS You have finished amending your return. Go to the print and mail instructions below. 1. NONRESIDENTS AND PART-YEAR RESIDENTS WHO FILED AS NONRESIDENTS Scroll up to Part IV Nonresident.

7 Enter the amounts below in column (1) in Part VI -- Nonresident. Note: You will find these amounts on your original printed South Carolina Schedule NR. If there is no amount in either column (1) or (2) for that line, still check to see if there was an amount on the original Schedule NR. Line: Description: Enter: Line 27 Federal adjusted gross income Schedule NR, line 32 of the Federal Adjustment column Line 28 South Carolina adjusted gross income Schedule NR, line 32 of the South Carolina Adjustment column Line 30 Total itemized (standard) deductions and Schedule NR, line 47 exemptions Line 32 Total South Carolina adjustments Schedule NR, line 42 Line 34 Modified South Carolina taxable income Schedule NR, line 49 Now it s time to print and mail your amended return. Follow these steps: 1) On the toolbar, click on File and then Print

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

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