Amend Federal Individual Tax Return If you used TurboTax ... - Intuit

Amend Federal Individual Tax ReturnIf you used TurboTax Online to prepare and file your original return, follow these steps. If you usedTurboTax 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 returnb. 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 folderfor Windows or the Documents folder for Mac. The file is saved with a .tax2010filename extension.d. Click on Save & Sign Out in the upper right corner of screen2. Download the TurboTax Desktop versiona. Call the phone number on your email and request a download of the desktop versionb. Go to http://turbotax.intuit.com/ and click on My Account

c. Click on the Downloads and Unlocksd. 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 screen3. Open Your Tax File in Desktopa. Open your desktop TurboTax productb. On the 1 st screen select Find a Tax Filec. Go to the folder or location where you saved the .tax2010 filed. Select the .tax2010 file, and then select Opene. From the File menu, choose SaveDesktop Customers Start Here!All customers (TurboTax Online and Desktop) follow these steps to begin to amend your federalreturn:1. Open your 2010 TurboTax return2. Click on the Personal Info tab3. Select Forms

4. Click on Open Form5. In the type a form name box, enter 1040X and double click on Form 1040X:Amended TaxReturn6. On the Form 1040X, check the box for 2010.7. Scroll down to “Manual Selection of Lines Calculated Smart Worksheet.Check box A for Line 1-22Now it’s time to handle Column A on the Form 1040X.You will need to change the amounts in Column A to match the amounts from your original tax return.Scroll down to Income and Deductions

1. Enter these amount in Column A for Income and Deductions section:Line: Description: Enter from original return:Line 1 Adjusted Gross Income Form 1040, line 37Line 2 Itemized deduction or standarddeductionForm 1040, line 40Line 4 Exemptions Form 1040, line 422. Scroll down to the Tax Liability section; enter these amounts in column A:Line: Description: Enter from original return:Line 6 Tax Form 1040, line 46Line 7 Credits Form 1040, line 54Line9 Other Taxes Form 1040, lines 56 + 57 +58 + 593. Scroll down to the Payments section and enter these amounts in column ALine: Description: Enter from originalreturn:Line 11 Federal income tax withheld … Form 1040, line 61 + 69Line 12 Estimated tax payments… Form 1040, line 62Line 13 Earned income credit Form 1040, line 64aLine 14 Refundable credits Form 1040, line 63 + 65 +66 + 67 + 70 + 71

4. In the Original 2010 Return Payments Smart Worksheet, enter these amounts in Column A:Line: Description: Enter from original return:A Total amount paid with extension Form 1040, line 68B Tax Paid with original return Form 1040, line 76 less line 77 orthe amount you paid, if differentC Additional tax paid after return was filed Amount you paid after filing thereturn (not with the return).5. In the Original 2010 Return Overpayment Smart Worksheet, enter any overpayment amount onthe original return, Form 1040, line 73.6. Scroll down page 2, Part III, Explanation of Changes sectionEnter this wording: “The original return included an incorrect credit for child and dependentcare expenses.”NOTE: If your state return is impacted, please return to the TurboTax support article to download thestate amend instructions.Now it’s time to print and mail your federal and state amended returns. Follow these steps:1) On the toolbar, click on File and then Print2) Choose All official forms required for filing3) Check the box for Form 1040: Individual4) If you are also amending a state return, check the box for that state.