2013 Alabama State Amend Instructions for CD/Download Users:
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- Lilian Hoover
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1 2013 Alabama State Amend Instructions for CD/Download Users: 1) Open the return you want to amend in your TurboTax software program. Do not update yet. 2) Make sure your return is exactly as it was when you originally filed it. 3) If you made any changes after you filed or mailed, undo them. We suggest comparing your onscreen numbers with a paper copy of your filed return. 4) Now, make a copy your return by selecting Save As (or Duplicate in Mac) from the File menu. 1. You'll be renaming and amending this copy. This preserves your original return "as is," in case you make an error on the amendment and need to start again. 2. Rename the amended copy (e.g., JDoeAmended, 2013 Amended Return, etc.) before you click Save. 5) You will now need to update your software. Select the Online tab at the top of your program and select Check for Updates. 1
2 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. 2
3 Start to Amend Your Return: 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 2013 return, then click Continue. 3
4 10) On the What do you need to change on your return? screen, scroll down to I need to change (amend) my state return only and click the Update button. 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. 4
5 13) On the Your 2013 Alabama Return screen, click Continue. 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. 5
6 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. 6
7 18) On the Tell Us Why You re Amending screen, enter The original return had an incorrect amount on the Alabama Schedule A Itemized Deductions, Line 6. The amended return includes the correct amount on that line. Then click Done. 19) On the Let s Make Sure You re Ready to Review screen select No, I still have state amend info to enter and then click Continue. 7
8 20) On the next screen, go to the top of your screen and select the Show Topic List button. When the Topic List dialog box pops up, scroll down until you see State Taxes and click on Business Income Adjustments. 21) On the Income, Deductions and Carryovers From Years Before 2013 screen, select Visit All 22) On the Prior Years Federal Taxes screen, change the amount listed in the field to 0 Then select Continue. 8
9 TurboTax already includes this amount on your 2014 Alabama return. Changing this amount to 0 removes the duplication of the self-employment tax deduction. 23) Select Review on the taskbar. 24) On the Let s make sure your taxes are correct screen, select Continue. 9
10 25) 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. 26) 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. 10
11 27) You are now ready to print your return to file. On the You re Done! Print and Mail Your Returns, select Print Return. 28) 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. 11
12 29) On the Print Preview screen, select the Printer Icon to print your forms. 30) After printing your return, The instruction letter will indicate any balance due that you need to pay. 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. 12
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