New York Amend Instructions for Full-Year Residents Who Originally Filed a Long Form IT-201:

Transcription

1 New York Amend Instructions for Full-Year Residents Who Originally Filed a Long Form IT-201: If you used TurboTax Online to prepare and file your original return, follow these steps. If you used TurboTax 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 return b. 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 folder for Windows or the Documents folder for Mac. The file is saved with a.tax2010 filename extension. d. Click on Save & Sign Out in the upper right corner of screen 2. Download the TurboTax Desktop version a. Call the phone number on your and request a download of the desktop version b. Go to and click on My Account

2 c. Click on the Downloads and Unlocks d. Sign in using your User ID and Password. e. Click on the Downloads that are available

3 f. Click the Sign Out in the upper right hand corner of the screen 3. Open Your Tax File in Desktop a. Open your desktop TurboTax product b. On the 1 st screen select Find a Tax File c. Go to the folder or location where you saved the.tax2010 file d. Select the.tax2010 file, and then select Open e. From the File menu, choose Save Desktop Customers Start Here! All customers (TurboTax Online and Desktop) follow these steps to begin to amend your New Yok return: 1. Select Forms 2. Scroll down the left side of the screen to New York Individual and click on Info Worksheet

4 3. Scroll down the New York Information Worksheet to Part VIII Amended Return. a. Check the box to indicate Filing a New York amended return. b. If you paid an amount when filing your original New York return, enter that amount on the Payment made with original return line. You can find the amount you paid on New York Form IT-201, line 80 reduced by any amount on line 81.

5 In this case, enter 1,931 (2,020 MINUS 89). OR if you received a refund with your original New York return, enter that amount on the Refund received from original return line. You can find the amount of your refund on New York Form IT-201, line 77 c. Click the QuickZoom box to go to Form IT-201-X: Amended Individual Income Tax Return. 4. Scroll down Line D Did you file an amended federal return? Check the box No.

6 5. Scroll down the left side of the screen to New York Individual and click on IT-201-X, Pg 5 6. Check the box for line 83-m Other. 7. In the space under line 83-m, enter the following: The taxpayer received a distribution from a New York 529 College Savings plan. The federal return shows the distribution s earnings of $xxxxx* as other income. (See Form 1040, line 21.) The original New York return did not include these earnings as a New York Subtraction on the line for New York s 529 college savings program deductions/earnings (IT-201, line 30.) *Enter correct amount from Form 1040, line 21. Now it s time to print and mail your amended return. Follow these steps: 1) On the toolbar, click on File and then Print

7 2) Choose All official forms required for filing 3) Uncheck the box for Form 1040: Individual 4) If not already checked, check the box for New York Individual 5) Click Print button 6) The forms to mail to New York will print. 7) 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. 8) Be sure to print out an extra copy to keep for your files.