2014 Alabama State Amend Instructions for Online Users:
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1 2014 Alabama State Amend Instructions for Online Users: NOTE: You cannot use the 2014 TurboTax Online product to amend your 2014 Alabama tax return. Follow these instructions to download the 2014 TurboTax Desktop product to use in amending your 2014 Alabama return 1) Sign in to the TurboTax account you used to file your 2014 online return. 2) On the Welcome home screen, select Taxes then My Tax Timeline. 3) If you don t see your prior tax year returns, scroll down to Looking for prior years returns? And click on Load My Tax Timeline 4) Open the 2014 Tax Year 5) In the Some things you can do section, click the Download.tax file link. This is your tax return file. Save it to your desktop or other easy-to-find location. Don't try to open it yet. 1
2 6) Now click on Amend (change) 2014 return in the same section. 7) On the How to amend your 2014 return screen, click on download TurboTax Desktop ) On the next screen, if you used the 2014 TurboTax Home & Business product, click the button on the left; otherwise click the button on the right. Follow the instructions for downloading TurboTax download product. Now we will begin amending your 2014 state return. 1) Click on the TurboTax icon on your desktop. 2
3 2) Choose Do not update. 3) To open you return, click Find a Tax File and click on your.tax2014 file that you downloaded earlier. Your tax return will open. 4) Select File and Save As Amended 2014 return. This will be your new amended return file. 5) Select Online and Check for Updates. 3
4 6) Go to Federal Taxes tab (if using the Home and Business Product, go to the Personal tab) and then select the Other Tax Situations tab. 7) On the Other Tax Situations screen, scroll down to Other Tax Forms and next to Amend a Return, select the Start button. 4
5 8) On the We ll Help you change (amend) your return screen, click Continue. 9) On the Have You Already Filed This Return? screen, select Yes, I need to amend a return I already filed. Also select I need to amend my 2014 return, then click Continue. 10) On the What do you need to change on your return? screen, scroll down and select Update next to State return. 5
6 11) On the Let s work on your state return screen, click Continue. 12) On the Your State Returns screen, click Edit next to Alabama. 13) On the Your 2014 Alabama Return screen, click Continue. 6
7 14) On the Let s Amend Your Alabama Return screen, select Yes and click Continue. 15) On the How to File an Amended Return in Alabama screen, just click Continue. 7
8 16) On the Amount Paid or Refunded on Your Original Return screen, review the information and click Continue. 17) On the Copy Federal Amended Explanation? screen, click No. 18) On the Tell Us Why You re Amending screen, enter The original Alabama return incorrectly included a business or rental loss from a prior year. The amended return is to correct this error. Then click Done. 8
9 19) We will now take you to the actual tax forms in order to make the changes. Select Forms in the upper right-hand corner of the program. 20) If you have a Schedule C that you indicated at one time was not at-risk, follow these instructions. If you don t have a Schedule C, skip the next steps until you reach Step ) Under Forms in My Return on the left-hand side of your screen, select the applicable Schedule C under Form 1040: Individual. 9
10 22) On the Schedule C, scroll down to Part V, Other Expenses and write down the amount from Line 48, described as Section 465(d) carryover. 23) Under Forms in My Return, scroll down to Alabama Individual. Select Sch C/F Adj. 24) Enter the amount that you wrote down (as a positive number) in the Other Adjustment column for Schedule C. 10
11 25) If you have a Schedule F that you indicated at one time was not at-risk, follow these instructions. If you don t have a Schedule F, skip the next steps until you reach Step ) Under Forms in My Return on the left-hand side of your screen, select the applicable Schedule F under Form 1040: Individual. 27) Scroll down to Line 32, Other Expenses, and write down the amount from Line 32, described as Section 465(d) carryover. 11
12 28) Under Forms in My Return, scroll down to Alabama Individual. Select Sch C/F Adj. 29) Enter the amount that you wrote down (as a positive number) in the Other Adjustment column for Schedule F. 12
13 30) If you have a Schedule E that you indicated at one time was not at-risk, follow these instructions. If you don t have a Schedule E, skip the next steps until you reach Step ) Under Forms in My Return on the left-hand side of your screen, select Schedule E under Alabama Individual. 32) On the Schedule E, you will need to override the amount on Line 18, next to Section 465 (d) carryover and replace it with 0. 33) Right mouse click on the amount field and select Override. Replace that amount with a 0. 13
14 34) Now return to the Step-by-Step process in the upper right-hand corner of the program. 35) Select the Federal Taxes tab and Other Tax Situations. 36) On the Other Tax Situations screen, scroll down and select Update next to Amend a return. 14
15 37) On the Do you need to change anything else? screen, scroll down and select Done. 38) On the Do you still receive your mail at this address? screen, select Yes or No and click Continue. 39) On the Why did you need to amend your return? Just click Continue. 15
16 40) On the Let s make sure your taxes are correct screen, select Continue. 41) On the Let s Check These Entries screen, select Check Entries. You may have a few additional questions to answer regarding your Alabama amended return. 16
17 42) On the Run Smart Check Again screen, select Done. 43) On Your Amended Return Summary screen, just click Continue. This screen is referring to the federal return amendment, and this amended return is just for your state return. 44) You are now ready to print your return to file. On the You re Done! Print and Mail Your Returns, select Print Return. 17
18 45) In the Form Selection window, select All official forms required for filing, uncheck the box for 2014 Federal tax return and check the box for your Alabama return. Then, select Preview Print Copy. 46) On the Print Preview screen, select the Printer Icon to print your forms. 18
19 47) After printing your return, The instruction letter will indicate any balance due that you need to pay or refund that you will receive. The instructions will also tell you the address to mail your return. Be sure to print out an extra copy to keep for your files. 19
2013 Alabama State Amend Instructions for TurboTax Online Users:
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