Oklahoma Amend Instructions:
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- Alannah Atkins
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1 Oklahoma Amend Instructions: NOTE: If you used TurboTax CD/Download product to prepare and file your original return: Be sure to update your product. Go to Online and click on Check for Update. Open your 2011 Turbo Tax Federal return. 1) Go to Federal Taxes tab and click on Other Tax Situations 2) On the Other Tax Situations screen, scroll down to Other Tax Forms and click Start button next to Amend a Return.
2 3) On the We ll Guide You Through Your Amended Return screen, click Continue. 4) On the Have You Already Filed This Return? screen, indicate both Yes, I need to amend a return I already filed and I was contacted by TurboTax and told I may need to amend.
3 5) There may be a next screen asking you about your original federal return. 6) If you see this screen, even though you won t be amending your federal return, go ahead and enter the amount you paid or the refund you received on your original federal return and click Continue. 7) There may be a next screen asking you about the original state refund you received. 8) This screen is asking about your original refund received. Don t forget that it s the full refund prior to applying any of it to your 2012 tax return. If you see this refund screen for Oklahoma, answer the questions and click Continue.
4 9) You can find the amount of your refund on your original Oklahoma tax return on Form 511, Line ) If you had a tax due amount you will see this screen that asks about the amount paid on your original Oklahoma return. 11) You can find the amount you paid from your original Oklahoma tax return on Form 511, Line 39 reduced by any amounts on Lines 36,37,and 38.
5 12) Verify your Oklahoma amount; if not correct, enter the correct amount and click Continue. 13) On the Enter Your Explanation screen, enter this wording: The original Oklahoma return included an incorrect Railroad Retirement Benefit subtraction amount on Form 511, Page 3, Schedule 511-A, Line 7. This amended return shows the correct amount on Schedule 511-A, Line 7, and click Continue. 14) The next screen is About Your Amended Federal Return. Since you are not amending your federal return, click Continue.
6 You now have to answer a few more questions for your state amended return. 1) Go to your state return by selecting the State Taxes tab and click the Continue button. 2) If you have more than one state, click on the state that you are amending. 3) Now that you are in your state s interview, if you are using the TurboTax CD/Download, click on the Show Topic List (in upper right hand corner of the screen.) 4) If you are using the TurboTax Online product, click on Tools (in upper right hand corner of the screen) and then click on the Topic List in the Tools Center.
7 5) Scroll down the Topic List to State Taxes/ Oklahoma/ State Interview/ Miscellaneous/Additional Forms and click on Amended Tax Return. 6) On the Need to Amend screen, click choose Yes, I need to amend my return, and click Continue.
8 7) On the Filed a Federal Amended Return? screen, click No. 8) On the Complete Amended Return screen, you will answer a few questions by scrolling down the Form 511X.
9 9) Scroll down to the Did you file an amended federal return? question and select No. 10) Scroll down further to the Be aware that federal and state tax forms may. section. Enter the following explanation, The original Oklahoma return included an incorrect Railroad Retirement Benefit subtraction amount on Form 511, Page 3, Schedule 511-A, Line 7. This amended return shows the correct amount on Schedule 511-A, Line 7, and click Continue.
10 11) On the Explain Your Changes screen, review your explanation and click Continue. Now it s time to print and mail your amended state return. Note: You cannot electronically file an amended tax return. Follow these steps: 1) Go to the Print & File tab and click on Print/Save for Your Records. 2) On the Print and Save Center, click on Print Returns
11 3) On the Print screen: a. Choose All official forms required for filing b. Uncheck the box for 2011 Federal tax return c. Check the box for Oklahoma state tax return. 4) Click Print button 5) The forms to mail will print.
12 6) 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. 7) Be sure to print out an extra copy to keep for your files.
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