State Amend Instructions - Company - Intuitimages.turbotax.intuit.com/.../tax...State_Amend_Instructions_v.1.pdf · State Amend Instructions ... Enter the following amend explanation

State Amend Instructions

Instructions for amending state returns

The states are listed in alphabetical order, so scroll through this document to find your state.

Enter the following amend explanation if your state asks for one: “The original federal return

incorrectly included a negative amount for State and Local income tax refund received in

2011. This amended return includes the correct amount for the State and Local income tax

refund received”.

Alabama Instructions:

Follow these steps to begin to amend your Alabama 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.

5) Scroll down the Topic List to State Taxes/Alabama/ State Interview/ Other Forms/ Other Forms

You May Need/Amended Return and click on About Your Amended Return.

6) On the How to File an Amended Return screen, read the instructions and click Continue.

7) On the Amount Paid or Refunded on Your Original Return screen, verify that the amount is

correct and click Continue.

8) On the Copy Federal Amended Explanation screen, click No.

9) On the Tell Us Why You’re Amending screen, include this explanation,

“XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, then click Done.

Now it’s time to return to your federal instructions for guidance in printing and mailing your federal and state amended returns.

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Arizona Instructions:

Follow these steps to begin to amend your Arizona return:







5) Scroll down the Topic List to State Taxes/ Arizona/ State Interview/ Miscellaneous and check

Additional Forms.

6) On the Estimated Taxes for 2012 screen, select Yes to continue.

7) On the About Amended Tax Return screen, select Yes to continue.

8) On the Year to Amend screen, verify that the Amending Tax Year reads 2011, and click

Continue.

9) On the Amended Tax Return screen, scroll down and review the amend form that you will be

filing with Arizona.

10) Scroll down to Part IV – Reasons for the Change. In this area, enter the following explanation:

“XXXXXXXXXXXXXXXXXXXXXXXXXXXX”, and then select Continue.

11) On the Finish Amended Return screen, and click Continue.


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Arkansas Instructions:

Follow these steps to begin to amend your Arkansas return:





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.

5) Scroll down the Topic List to State Taxes/Arkansas/ State Interview/ Miscellaneous/ Additional

Forms and click on Amended Return.

6) On the Amend a Previous Arkansas Return screen, select “I’d like to review my amended

Arkansas return” and then click Continue.

7) On the Amount Paid or Refunded on Your Original Return screen, check the amounts to make

sure they are correct, and then click Continue.

8) Read through the next screen on How to File an Amended Return in Arkansas screen, and click

Continue.


10) On the Tell Us Why You’re Amending screen, include this explanation ,

“XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, then click Done.


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California Instructions:

Follow these steps to begin to amend your California return:







5) Scroll down the Topic List to State Taxes/ California/ State Interview/ Your California Return/

Miscellaneous/ Other Forms You May Need and click on Additional Forms.

6) On the Other Special Tax Situations screen, check the box to Change (amend) a previously filed

tax return and click Continue.

7) On the Filing an Amended Return screen, click Yes to continue.

8) On the Report a Tax Year screen, click Continue.

9) On the Important: Read and Follow Your California Amend Instructions screen below, click

Continue. You do not need to read these instructions as they may not apply to your current

amend process.

10) On the Confirm your Previous Refund or Tax Paid screen, review again the amount you

received or paid and click Continue.

11) On the About Your California Amended Return screen, you will answer various questions.

12) Scroll down and answer the question: Have you been advised that your original federal tax

return has been, is being, or will be audited?

13) Scroll down to the Part II-Explanation of Changes screen. On Line 1, if your name and address

did not change since you filed your original California return, enter Same. Otherwise enter the

new name and/or address.

14) Continue to answer the questions on lines 2, 3, and 4.

15) Scroll further down the screen to the Explanation area. In this area, enter the following

explanation: “XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX” and then click the Continue

button.


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Colorado Instructions:

Follow these steps to begin to amend your Colorado return:







5) Scroll down the Topic List to State Taxes/ Colorado/ State Interview/ Your Colorado

Return/Miscellaneous/Additional Forms You May Need/Additional Forms, and click on

Amended Tax Return (Form 104X).

6) On the Filing Amended Return screen, click Yes to Continue.

7) On the Enter Previous Refund or Tax Paid screen review again the amount you received or paid

and click Continue.

8) On the About Your Colorado Amended Return screen, scroll down and review the amend form

that you will be filing with Colorado. Click Continue.


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Connecticut Instructions:

Follow these steps to begin to amend your Connecticut return:







5) Scroll down the Topic List to State Taxes/ Connecticut/ State Interview/ Additional Forms and

click on Connecticut Amended Income Tax Return.

6) On the Connecticut Amended Income Tax Return screen, click Yes.

7) On the Tell us About Your Original Refund or Balance Due screen below, check to make sure

the amount is correct, then click Continue.

8) On the Amended Return Explanation Statement screen, click No.

9) On the Complete Your Amended Information screen, you will answer various questions.

10) Since you are also filing a federal amended return for this issue, scroll down the page to the

“Filing Status” section and check the box for “Federal or state changes”. Then type in the

appropriate date.

11) Scroll down further and add the following in the explanation statement “XXXXXXXXXXXXXXXX”,

and click Continue.


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Delaware Instructions:

Follow these steps to begin to amend your Delaware return:







5) Scroll down the Topic List to State Taxes/ Delaware/ State Interview/ Additional Forms/

Amended Return/ and click on Change a Previous State Return.

6) On the Filing an Amended Return screen, click Yes.

7) On the Report Tax Year screen type 2011, then click Continue.

8) On the About Your Delaware Amended Return screen, you will be asked a few questions.

9) Scroll down and answer Yes for the question “Is an amended federal return being filed?”

10) Scroll down to answer the following questions:

“Has the Delaware Division of Revenue advised you your original return is being audited?”

“Is this amended return being filed as a protective claim?”

11) Then scroll down to the “A detailed explanation of all changes……” section and enter the

following explanation from above, “XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, and click

Continue.


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District of Columbia Instructions:

Follow these steps to begin to amend your District of Columbia return:







5) Scroll down the Topic List to State Taxes/ District of Columbia/ State Interview/ Miscellaneous/

Other Forms You May Need and click on Amended Return.

6) On the Change a Previous District of Columbia Return, select Yes.

7) On the Completing Your Amended Return screen, check the amounts to make sure they are

correct, then click Continue.

8) On the next Completing Your Amended Return screen, include this explanation,

“XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, then click Continue.


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Georgia Instructions:

Follow these steps to begin to amend your Georgia return:







5) Scroll down the Topic List to State Taxes/Georgia/ State Interview/ Miscellaneous/ Other Forms

You May Need and click on Amended Return.

6) On the Amend (Change) a Previous Georgia Return screen, select “Amend my 2011 return”,

and click Continue.

7) You may see the About Your Original Georgia Return screen. If you do, just read the

information and click Continue.

8) On the Are You Amending Because of an IRS Change? screen, click Yes.

9) On the Copy Federal Amended Explanation screen, select No.

10) On the Tell Us Why You’re Amending Your Georgia Return screen, include the following

explanation, “XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, and click Continue.

11) On the Enter Your Original Georgia Refund or Tax Paid screen, look at the line items mentioned

on the screen for your respective return and include that amount. Then click Continue.


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Hawaii Instructions:

Follow these steps to begin to amend your Hawaii return:







5) Scroll down the Topic List to State Taxes/Hawaii/ State Interview/ Miscellaneous/ Additional

Forms/ Amended Return and click on Amended Return Complete.

6) On the Review Your Amended Return screen, scroll down and answer the following question:

Question 1 – Has your original Federal return been changed or corrected by the Internal

Revenue Service?

7) Continue scrolling down the amended return until you reach the section below and include this

explanation, “XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, and click Continue.


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Iowa Instructions:

Follow these steps to begin to amend your Iowa return:







5) Scroll down the Topic List to State Taxes/ Iowa/ State Interview/Your Iowa Return/

Miscellaneous/Additional Forms You May Need/ Additional Forms you May Need and click on

Change a Previous State Return.

6) On the Filing An Amended Return screen, click Yes.

7) On the Amount Paid on Original Return screen, review again the amount you paid (if any) and

click Continue.

8) On the Reason for Amending Original Return screen, check the box for “Other Correction”, and

click Continue.

9) On the Report Tax Year screen, make sure 2011 is indicated in the field.

10) On the About Your Iowa Amended Return screen, you will need to make the some entries.

11) Scroll down to the area requesting “Reason for Amendment” and check the box for “Other”.

12) Scroll down the screen to see the “Explanation of Changes to Income, Deductions, and Credits”

area. In this area, enter the following explanation: “XXXXXXXXXXXXXXXXXXXXXXXXXXXX”,

then click Continue.


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Idaho Instructions:

Follow these steps to begin to amend your Idaho return:







5) Scroll down the Topic List to State Taxes/ Idaho/ State Interview/ General Information and click

on Amended Return (Form 40/Form 43).

6) On the Amended Return (Form 40) screen, select Yes and then click Continue

7) On the Amended Return (Form 40) screen, click 2011.

8) On Amended Return Instructions screen, click Continue.

9) On Amended Return Reason, select Other.

10) On Explanation screen, enter “XXXXXXXXXXXXXXXXXXXXXX”, then click Done.

11) On the Payment or Refund Amount screen, indicate amount paid or refunded with original

Idaho return, then click Continue.


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Illinois Instructions:

Follow these steps to begin to amend your Illinois return:







5) Scroll down the Topic List to State Taxes/ Illinois/ State Interview/Your Illinois Return/Other

Forms You May Need/Other Forms, and click on Amended Return (Form IL-1040-X).

6) On the Filing Amended Return screen, click Yes to continue.

7) On the Report Tax Year screen, verify the tax year is correct and click Continue.

8) On the Confirm Previous Refund or Tax Paid screen, review again the amount you received or

paid and click Continue.

9) On the About Your Illinois Amended Return screen, you will answer various questions.

10) Scroll down to Line F under Step 1, and check the “State change ” checkbox.

11) Scroll down to answer the questions on lines G and H.

12) Scroll further down the screen to line I, and enter the following explanation:

“XXXXXXXXXXXXXXXXXXXX”, then click Continue.


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Indiana Instructions:

Follow these steps to begin to amend your Indiana return:







5) Scroll down the Topic List to State Taxes/ Indiana/ State Interview/Miscellaneous/Additional

forms, and click on Amended Return.

6) On the Amend a Previous Indiana Return screen, choose I’d like to review my amended

Indiana return and then click Continue.

7) On the Amending Due To Net Operating Loss screen, answer the question by clicking No.

8) On the Amended Return screen, click Continue.


10) On the Tell Us Why You’re Amending screen, enter this explanation

“XXXXXXXXXXXXXXXXXXX”, and click Done.


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Kansas Instructions:

Follow these steps to begin to amend your Kansas return:







5) Scroll down the Topic List to State Taxes/ Kansas/ State Interview/Other Forms You May

Need/Other Forms and click on Amended Return (Form K 40).

6) On the Amended Return (Form K 40) screen, choose Amend my 2011 return and click Continue.

7) On the Tell Us Why You Are Amending screen, select “Amended federal return”, and click

Continue.

8) On the Amended Return Instructions screen, click Continue. You do not need to read these

instructions as they may not apply to your current amend process.

9) On the Amended Return Payment/Refund Amount screen, review again the amount you



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Kentucky Instructions:

Follow these steps to begin to amend your Kentucky return:







5) Scroll down the Topic List to State Taxes/ Kentucky/ State Interview/ Other Forms You May

Need/ Amended Individual Income Tax Return/ Amended – Original Tax Return Info and click on

Change a Previous State Return.

6) On the Filing an Amended Return screen, choose “Yes I need to amend my 2011 return I

already filed”, then click Continue.

7) On the Report a Tax Year screen, check to make sure the date is 2011 and click Continue.

8) On the Transferred Original Amounts screen, please scroll through and review your Kentucky Amended Return.

9) Scroll down to Part III – Changes and add this explanation to this section,

“XXXXXXXXXXXXXXXXXXXXXXXXX”, and then click Continue.


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Louisiana Instructions:

Follow these steps to begin to amend your Louisiana return:







5) Scroll down the Topic List to State Taxes/Louisiana/ State Interview/ Miscellaneous/ Other

Forms You May need and click on Amended Return (Form IT 540).

6) On the Explain Why You Are Amending screen, choose “No, Ill type in my Louisiana explanation

selection”.

Include the following in the “Explanation” box, “XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, and

then click Continue.

7) If you see the Enter Amended Info screen, click Continue.


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Massachusetts Instructions:

Follow these steps to begin to amend your Massachusetts return:







5) Scroll down the Topic List to State Taxes/ Massachusetts/ State Interview/ Your Massachusetts

Return/ Other Forms You May Need/ Amended Massachusetts Tax Return and click on

Application for Abatement/Amended Return (Form CA-6).

6) On the Filing Amended Return screen, click Yes to continue.

7) On the Report Tax Year screen, click Continue.

8) On the About Your Massachusetts Amended Return, there will be a few questions you will need

to answer.

9) Scroll down the screen to see the explanation area under Line 1. In this area, enter the

following explanation: “XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”.

10) Scroll down to lines 4, 5, and 6 and check the appropriate box if any of these statements apply.


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Maryland Instructions:

Follow these steps to begin to amend your Maryland return:







5) Scroll down the Topic List to State Taxes/ Maryland / State Interview/ Miscellaneous/ Other

Forms You May Need/ Other Forms and click on Amended Tax Return (Form 502X).

6) On the Amend a Previous Maryland Return screen, select Yes.

7) On the Filing an Amended Return screen, select Yes to continue.

8) On the Maryland Short Amend Form screen, select No.

9) On the About Your Maryland Amended Return screen, you will answer various questions.

10) Scroll down the screen to answer the following 4 questions:

Is this address different than address on original return?

Did you request an extension to file the original return?

Is an amended federal return being filed?

Has your original federal return been changed or corrected by the IRS?

11) Scroll further down to Part III – Explanation of Changes screen.

In this area, enter the following explanation: “XXXXXXXXXXXXXXXXXXXXXX”, and then click the

Continue button.


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Maine Instructions:

Follow these steps to begin to amend your Maine 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


4. If you are using the TurboTax Online product, click on Tools (in upper right hand


5. Scroll down the Topic List to State Taxes/ Maine/ State Interview/ Your Maine Return/

Miscellaneous/ Additional Forms/Additional Forms and click on Form 1040X-ME, Amended

Return.

6. On the About Your Main Amended Return screen, scroll down and review your Maine

Amended Return.

7. Scroll down to the Explanation of Changes section and check the box to transfer the federal

explanation that you entered previously.


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Michigan Instructions:

Follow these steps to begin to amend your Michigan return:







5) Scroll down the Topic List to State Taxes/ Michigan/ State Interview/Your Michigan Return/

MISC/Other Forms You May Need and click on Amended Return (Form MI-1040X).

6) On the Filing An Amended Return screen, click Yes.

7) On the Report Tax Year screen below, check to make sure tax year 2011 is indicated in the box.

8) On the Copy Federal Amended Return Explanation screen, click No.

9) On the Tell Us Why You’re Amending screen, enter the following explanation:

“XXXXXXXXXXXXXXXXXXXXXXXXXXX”, and click Continue.

10) On the About Your Michigan Amended Return screen, scroll through and review your Michigan

amended form. Then click Continue.


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Minnesota Instructions:

Follow these steps to begin to amend your Minnesota return:







5) Scroll down the Topic List to State Taxes/ Minnesota/ State Interview/ Other Forms You May

Need/Other Forms You May need and click on Amended Tax Return (Form M1X).

6) On the Amended Tax Return screen, choose 2011. Then, click Continue.

7) On the Amending Your 2011 Return screen, you will be able to scroll to answer a few additional

questions.

8) On the amended return, scroll down to the Reasons for Amending section and verify that the

“Other” box is checked.

9) Then scroll down to the Explanation of Change section, include this explanation in the section

provided “XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”. Then click Continue.


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Mississippi Instructions:

Follow these steps to begin to amend your Mississippi return:







5) Scroll down the Topic List to State Taxes/ Mississippi/ State Interview/ Miscellaneous/ Other

Forms You May Need and click on Amended Return.

6) On the Need to Amend a Return screen, select Yes.

7) On the Prepare Amended Resident Return screen, confirm previous refund or tax paid with

your original 2011 return.

8) Then scroll down and review the amend form that you will be filing with Mississippi.

9) Scroll further down the screen to the Explanation for Changes area. In this area, enter the

following explanation: “XXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, then click Continue.


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Missouri Instructions:

Follow these steps to begin to amend your Missouri return:







5) Scroll down the Topic List to State Taxes/ Missouri/ State Interview/Update Your Missouri

Return/General Information and click on Amended Tax Return.

6) On the Change a Previous Missouri Return screen, click Yes.

7) On Amount Paid on Original Return or Overpayment on Original Return screen, review to make

sure the correct amount is entered, then click Continue.

8) On the Reason for Amending Original Return, select Other Correction and then click Continue.

9) You may see the Date of Year Information screen next. If you see this screen, ignore it and click

Continue.


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Montana Instructions:

Follow these steps to begin to amend your Montana return:







5) Scroll down the Topic List to State Taxes/Montana/ State Interview/ Miscellaneous and click on

Tax Year Amending.

6) On the Information From Your Original Return screen, make the appropriate selection and then

indicate the original amount, if you had a refund or tax due on your original return. Then click

Continue.

7) On the Ready to Review Your State Return screen, click Continue.


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North Carolina Instructions:

Follow these steps to begin to amend your North Carolina return:







5) Scroll down the Topic List to State Taxes/ North Carolina/ State Interview/ Additional Forms and

click on Amended Return (Form D-400X-WS).

6) On the Change a Previous North Carolina Return screen, select Review my 2011 amended

return, and click the Continue button.

7) On the Important: Read and Follow Your North Carolina Amend Instructions screen, click

Continue. You do not need to read these instructions as they may not apply to your current

amend process.

8) On the Amended Income Tax Resident Return screen, answer the question “Is the address

shown different than the address shown on your original return?”

Then answer the question “Are you amending for the same reason as you amended your

federal return”. Be sure to choose No for this question.

9) On the Additional Information screen, check the appropriate box(es) and click Continue

10) On the About Your North Carolina Amended Return screen, enter the following:

“XXXXXXXXXXXXXXX,” then click Continue.

11) On the Enter Your Previous North Carolina Refund or Tax paid, review again the amount you


12) On the Amended Tax Return screen, scroll down and review the amend form that you will be

filing with North Carolina.

13) Scroll down to the bottom of the form to review your explanation in the Explanation of Changes

section. Then click Continue.


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North Dakota Instructions:

Follow these steps to begin to amend your North Dakota return:







5) Scroll down the Topic List to State Taxes/North Dakota/State

Interview/Miscellaneous/Additional Forms and click on Amended Return (Form ND-1).

6) On the Amend a Previously Filed North Dakota Return screen, click Yes to continue.

7) On the Tell Us Why You Are Amending screen, choose No and then click Continue.

8) On the next screen, titled Amend Tax Return, read the information and choose Yes to continue.

9) On the Amending Your 2011 Return screen, read the instructions and then you will scroll down

the page to verify some information.

10) Scroll down to the “Amended” section to verify that the “General” box is marked.

11) Scroll down the page and verify your Line 29 amount for your “Previous payment made with

original return if amending” OR your “Previous refund received from original return if

amending”, then click Continue.


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Nebraska Instructions:

Follow these steps to begin to amend your Nebraska return:







5) Scroll down the Topic List to State Taxes/ Nebraska/ State Interview/ Your Nebraska Return/

Miscellaneous/ Other Forms You May Need/Other Forms and click on Amended Tax Return

(Form 1050XN).

6) On the About Your Nebraska Amended Return screen, you will answer various questions.

7) Scroll down and answer question a: The Nebraska Department of Revenue has notified you

that your return will be audited?

Scroll down and answer question b: The Internal Revenue has corrected your federal return? If

yes, identify office.

Then scroll down and answer the next set of questions.

Question a: Are you filing for a refund based on: the filing of a federal amended return or

claim for refund?

Question b: Are you filing for a refund based on the carry-back of a net operating loss or IRC

Section 1256 loss?

8) Scroll down to the section Explanation of Changes and add the following explanation:

“XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, and click Continue.

If you are expecting a refund, you may complete the bank account information to have your

refund directly deposited.


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New Jersey Instructions:

Follow these steps to begin to amend your New Jersey return:







5) Scroll down the Topic List to State Taxes/ California/ State Interview/ Miscellaneous/ Other

Forms You May Need/ Other Forms /Amended Income Tax Return/ and click on Amended

Income Tax Resident Return (form NJ-1040X).

6) On the Amended Income Tax Resident Return screen, review scroll down and review your

amended return. Then, click Continue to review the final page.

7) Scroll down to the sections asking for name, if different, and explanation section in the screen

below. If your name, address, or social security number has changed since your original return,

please indicate new information, otherwise indicate ‘Same’.

In the explanation statement, please indicate the following “XXXXXXXXXXXXXXXXXXXXXXXX”,

and click Continue.


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New Mexico Instructions:

Follow these steps to begin to amend your New Mexico return:







5) Scroll down the Topic List to State Taxes/ New Mexico/ State Interview/ Miscellaneous/ Other

Forms You May Need/Amend and click on Amended Tax Return (Form PIT-X).

6) On the About Your New Mexico Amended Return screen, you will be asked to answer a few

questions.

If the issue causes a refund ---

7) On the About Your New Mexico Amended Return screen, scroll down to Refund Express and

complete the information as requested on the form if you choose to have your refund directly

deposited.

If this issue causes an amount owed, then delete this step and go to the next step.

8) Scroll down to the bottom of the form and indicate the date you paid your balance due OR date

you received your refund prior to the filing of this amended return.


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New York Instructions:

Follow these steps to begin to amend your New York return:







5) Scroll down the Topic List to State Taxes/ New York/ State Interview/ Your New York Return/

Other Forms/Additional Forms and click on Amended Return.

6) On the Amended Resident Income Tax Return screen, check the box for “Neither of these

reasons apply”, and click Continue.

7) On the Amended Resident Income Tax Return screen, you will answer 1 question.

8) Scroll down to Line D and check the box to answer “Yes” to the question “Did you file an

amended federal return?”

9) On the Continue Your Amended Resident Income Tax Return screen, scroll down to review

pages 3 and 4 of the amend form, and click Continue.

10) If you are receiving a refund, scroll down to Line 80 and indicate how you’d like to have your

refund distributed. If you do want to direct deposit your refund, make sure to complete Line 82

also. Then click Continue.

11) On the Finish Your Amended Resident Income Tax Return screen, on Line 83, check the “Other”

box to indicate your “Reason(s) for amending your return”. Then enter

“XXXXXXXXXXXXXXXXXXXXXXXXXX”, and click Continue.

Note: the explanation must be short. It can’t exceed the space provided in the box.


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Ohio Instructions:

Follow these steps to begin to amend your Ohio return:







5) Scroll down the Topic List to State Taxes/ Ohio/ State Interview/ Other Forms and click on

Amended Income Tax Return (Form IT 1040X).

6) On the Amend Your Ohio Return screen, select Yes.

7) On the Amend Current Tax Year screen, select Yes.


9) On the Tell Us Why You’re Amending screen, enter in the following: “XXXXXXXXXXXXXX,” then

select Done.

10) On the Prepare Amended Return screen, scroll down and review the amend form that you will

be filing with Ohio. Then click Continue.


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Oklahoma Instructions:

Follow these steps to begin to amend your Oklahoma return:







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.

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) Scroll down to the “Did you file an amended federal return?” question and select Yes.

10) Scroll down further to the “Be aware that federal and state tax forms may….” section. Enter

the following explanation, “XXXXXXXXXXXXXXXXXXXXX”, and click Continue.

11) On the Explain Your Changes screen, review your explanation and click Continue.


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Oregon Instructions:

Follow these steps to begin to amend your Oregon return:







5) Scroll down the Topic List to State Taxes/ Oregon/ State Interview/ Additional Form You May

Need/ Additional Forms and click on Amended Income Tax Return (Amended Schedule).

6) On the Filing an Amended Return screen, select Yes to continue.

7) On the Report a Tax Year screen, enter 2011, then click Continue.


9) On the About Your Oregon Amended Return screen, you will answer the question below.

10) Scroll down to the bottom of the form to the explanation section and include this explanation

“XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, then click Continue.


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Pennsylvania Instructions:

Follow these steps to begin to amend your Pennsylvania return:







5) Scroll down the Topic List to State Taxes/ Pennsylvania/ State Interview/ Additional

Forms/Other Forms and click on Amended Return.

6) On the Change a Previously Filed Pennsylvania screen, select Yes.

7) On the Verify Your Original Refund or Balance Due From Pennsylvania, review the amount to

make sure it is the correct amount from your original return.

Then click to check the box to transfer your federal amended return explanation to your

Pennsylvania amended return.

Then, click Continue.

8) On the 2 Tell Us About Your Originally Filed Return screens, click Continue (past both screens).

9) On the Amended Tax Return Statement, scroll through the amended return below to review

and verify that your explanation in Part III is complete. Click Continue.


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Rhode Island Instructions:

Follow these steps to begin to amend your Rhode Island return:







5) Scroll down the Topic List to State Taxes/ Rhode Island/ State Interview/ Miscellaneous/ click

on Additional Forms.

6) On the Do You Want to Pay Rhode Island Estimated Taxes for 2012 screen, click No.

7) On the File an Extension for Rhode Island screen, click Skip Extension.

8) On the Rhode Island Amended income Tax Return screen below, select Yes, I need to amend

my Rhode Island return and then click Continue.

9) On the Amended Return Explanation Statement screen, select No.

10) On the About Your Rhode Island Amended Return screen, you will be asked a few questions.

11) Scroll down to Additional Information section and for Question A, Enter ‘same’ if your name

and address is the same as on your original return. Otherwise, enter any changes.

Check Box B since you are filing an amended federal income tax return also.

Check Box C if you have been advised that your federal return is under examination.

12) Scroll down to Part 2 – Explanation of Changes to Income, Deductions and Credits and include

the following explanation, “XXXXXXXXXXXXXXXXXXXXXXXX”, then click Continue.


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South Carolina Instructions:

Follow these steps to begin to amend your South Carolina return:







5) Scroll down the Topic List to State Taxes/ South Carolina/ State Interview/ Other Forms You May

Need and click on South Carolina Amended Income Tax Return.

6) On the South Carolina Amended Income Tax Return screen, click Yes.

7) On the Amending Due To State Audit or Federal Adjustment screen, check the appropriate box

and click Continue.


9) On the Tell Us Why You’re Amending screen, enter in the following: “XXXXXXXXXXXXXX,” then

click Done.

10) On the Prepare Amended Return screen, scroll down and review the amend form that you will

be filing with South Carolina. Click Continue.


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Utah Instructions:

Follow these steps to begin to amend your Utah return:

1) On the Wrap Up screen, click Continue.

2) Continue through several screens until you see the Check This Entry screen.

3) In the Amended code box, enter the number 1 and click Continue.

4) If either of the following screens appear, ignore them. The amounts are correct in those fields.

.


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Virginia Instructions:

Follow these steps to begin to amend your Virginia return:







5) Scroll down the Topic List to State Taxes/ Virginia/ State Interview/ Additional Forms and click

on Amended Return.

6) On the Amend A Previous Virginia Return screen, select I’d like to amend my 2011 Virginia

return, then click Continue.

7) On the Important: Read and Follow your Virginia Amend Instructions screen, just click

Continue.

8) On the Amount Paid or Refunded on Your Original Return, just check to make sure the original

amounts paid or refunded are correct. Then click Continue.

9) On the Amending Due to Net Operating Loss screen, select No, I am not amending to recognize

a Virginia net operating loss, and click Continue.


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Vermont Instructions:

Follow these steps to begin to amend your Vermont return:

***No additional steps are required for Vermont


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West Virginia Instructions:

Follow these steps to begin to amend your West Virginia return:

***No additional steps are required for Vermont


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Wisconsin Instructions:

Follow these steps to begin to amend your Wisconsin return:







5) Scroll down the Topic List to State Taxes/ Wisconsin/ State Interview/ Your Wisconsin Return/

Miscellaneous/ Other Forms You May Need/Amended Return, Resident, This Year/ and click on

Amended Return, Resident (Form 1X).


7) On the About Your Wisconsin Amended Return screen, scroll down and review the amend form

you will be filing with Wisconsin. Click Continue.

8) On the Amended Return-Income Tax, Pages 3-4 screen, you will answer some questions.

9) Scroll down and indicate the appropriate explanation code(s) in the box(es) provided:

Use the code(s) 1 through 12 that best fits the specifics of the issue.

Then, scroll down the screen to see the explanation area. In this area, enter the following

explanation: “XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX”, then click Continue.

10) Scroll further down the screen to the line “Fill the name used on your 2011 return…”.

If your name did not change since you filed your original Wisconsin return, check the Check to

show ‘Same’ checkbox, and click Continue. Otherwise enter your new name, and click Continue.


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