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 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 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 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. 8

9 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. 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. 9

10 21.) On the Income, Deductions and Carryovers From Years Before 2014 screen, select Visit All 22.) On the Prior Years Federal Taxes screen, change the amount listed in the field to 0 Then select Continue. 10

11 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, then Continue. 11

12 24.) On the Let s make sure your taxes are correct screen, select Continue. 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. 12

13 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. 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. 13

14 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. 14

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