Hawaii 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. Call the phone number on your email and request a download of the desktop version b. Go to http://turbotax.intuit.com/ and click on My Account
c. Click on the Downloads and Unlocks d. Sign in using your User ID and Password. e. Click on the Downloads that are available
f. 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 All customers (TurboTax Online and Desktop) follow these steps to begin to amend your Hawaii return: 1. Select Forms 2. Scroll down the left side of screen to Hawaii Individual and click on Info Worksheet
3. Scroll down the Hawaii Information Worksheet to Part X Amended Return for Full-Year or Part-Year Residents or Nonresidents a. Check the box to indicate you are amending Form N-11. b. If you paid an amount when filing your original Hawaii return, enter that amount on the Amount paid with original return line. You can find the amount you paid on Hawaii Form N-11 line 48 increased by any amount on line 49. In this case, enter 9,414 (9,120 PLUS 294).
OR if you received a refund with your original Hawaii return, enter that amount on the Refund received from original return line. You can find the amount you received on Hawaii Form N-11 line 47a reduced by any amount on line 49. In this case, enter 591 (830 MINUS 239). c. Click the QuickZoom box to go to Schedule AMD: Explanation of Changes on Amended Return. 4. On Schedule AMD, check the No box to answer the question on line 1: Has your original Federal return been changed or corrected by the Internal Revenue Service?
5. Scroll down to the Resident Amended Return Balance on Original Return Smart Worksheet. a. Check the box to use the information on the worksheet on Schedule AMD. Note: The Hawaii Schedule AMD is showing the numbers from your updated tax return in both the Correct amount and the As originally reported or as adjusted column. You will need to change the amounts in the As originally reported or as adjusted column to the amounts from your original tax return Hawaii Form N-11.
b. Enter the amounts below in the As originally reported or as adjusted column. Note: You will find these amounts on your original printed Hawaii tax return. If there is no amount in either the Correct amount column or the As originally reported or as adjusted column for that line, still check to see if there was an amount on the original return. Line Description: Enter: Total income Form N-11, Line 7 Adjustments to income Form N-11, Line 11 MINUS Line 19 Adjusted gross income Form N-11, Line 20 Deductions Form N-11, Line 22 Exemptions Form N-11, Line 24 Taxable income Form N-11, Line 25 Tax Form N-11, Line 26 Hawaii income tax withheld Form N-11, Line 37 Estimated tax payments Form N-11, Line 38 Tax credits Form N-11, Line 33 PLUS Line 35 -- ALSO ENTER THE LINE NUMBER (33 OR 35, OR BOTH) IN THE LINE NO. COLUMN c. On the Explanation of change line (under Adjustments to income N11) enter Federal SE Tax Adj for Health Ins allowed
Now it s time to print and mail your amended return. Follow these steps: 1) On the toolbar, click on File and then Print 2) Choose All official forms required for filing 3) Uncheck the box for Form 1040: Individual 4) If necessary check the box for Hawaii Individual
5) Click Print button 6) The forms to mail to Hawaii 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.