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April 13, 2025
Question

How do I file an amended return for 2023? I filed with TurboTax but my data is not on the site as I used the Desktop version. Can I amend via TurboTax ? and how ?

  • April 13, 2025
  • 2 replies
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    2 replies

    April 13, 2025

    Yes. You can amend 2023 by using the 2023 Desktop version. 

     

    Here is how, from: How do I amend my federal tax return for a prior year?:

     

    1. "Open the TurboTax Desktop software for the year you're amending. For example, you must amend your 2023 return in the 2023 version of TurboTax.
    2. Under Need to Amend a Filed Return?, select Amend a Filed Return.
    3. Select Amend for the return you need to amend. If the return you need doesn’t appear as an option, select Find a Tax File to find and load the return.
    4. On the Do you need to change anything else screen, select Update next to the info you need to change.
    5. Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return.
    6. Don’t forget to select Save As (or Duplicate on Mac) from the File menu when you save a copy of your amended return. This will preserve the tax return you originally filed. Give the file a different name from the original, like [tax year]_amended_tax_return_Smith."
    rfm2Author
    April 16, 2025

    The 2023 Desktop software would not allow me to enter figures in the 1040-X and a lack of instructions resulted in me have to download the form from IRS and send it hand completed by mail.  

    DoninGA
    April 16, 2025

    @rfm2 wrote:

    The 2023 Desktop software would not allow me to enter figures in the 1040-X and a lack of instructions resulted in me have to download the form from IRS and send it hand completed by mail.  


    To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

     

    Start the 2024 online tax return by entering some personal information then click on Tax Home on the left side of the screen.

     

    On the Tax Home webpage -

    Scroll down to the section Your tax returns & documents.  Click on the Year 2023 and Click on Amend (change) return

     

    If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

    rfm2Author
    April 16, 2025

    I already filed my 2024 online return without problems.

     

    Now I need to amend the 2023 return a copy of which is on my desktop software.   I was able to get the 1040-X form open and working on the 2023 desktop but can I file it electronically ?, and how?

     

    Can I somehow use the online site to complete and electronically file the 1040-X for 2023 ?   Please explain the steps if this is possible.