1 Note: If you completed your original tax return in TurboTax Online, you will need to download the Amend program to your computer to complete your amended tax return. Please follow these instructions: 1. Sign into TurboTax online with the log in you used to complete your 2017 tax return. 2. Scroll down to under Your tax returns & documents, select 2017. 3. Select Amend (change) 2017 return. 4. Follow the onscreen instructions in the How to amend your 2017 return. Once you have downloaded and installed the amend software, continue with the steps below. If you already had Desktop software on your computer, continue with the steps below.
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Note: If you completed your original tax return in TurboTax Online, you will need to download the Amend program to your computer to complete your amended tax return. Please follow these instructions: 1. Sign into TurboTax online with the log in you used to complete your 2017 tax return. 2. Scroll down to under Your tax returns & documents, select 2017. 3. Select Amend (change) 2017 return. 4. Follow the onscreen instructions in the How to amend your 2017 return.
Once you have downloaded and installed the amend software, continue with the steps below. If you already had Desktop software on your computer, continue with the steps below.
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2017 Massachusetts Amend Instructions for TurboTax CD/Download:
1) Select and open your return.
2) Select File and Save As “Amended 2017 return” before you update TurboTax to preserve your original return.
3) Select Online and Check for Updates.
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4) 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.
5) On the Other Tax Situations screen, scroll down to Other Tax Forms and next to Amend a Return, select the Start button.
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Start to Amend Your Return:
1) On the We’ll help you change (amend) your return screen, click Continue.
2) On the Did you already file your return? screen, select Yes, I’ve already filed my return. Also select I was contacted by TurboTax and told I may need to amend for some other reason, then click Continue.
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3) On the Tell Us Which Returns You Want to Amend screen, select I want to amend only my federal or only my state return. Select Amend my Massachusetts return. Then select Continue.
4) Scroll to the bottom of the What do you need to change on your return? screen, and select Update next to State Return.
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5) On the Let’s work on your state return screen, select Continue. And select your Massachusetts return to Edit.
6) On the Let’s Amend Your Massachusetts Return, select Yes, let’s amend and get it done. Then select Continue.
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7) On the Important: Read and Follow Your Massachusetts Amend Instructions screen, select Continue.
8) On the Verify Original Refund or Balance Due screen, confirm the amount listed. Then, select Continue.
• Original Refund can be found on Massachusetts Form 1-NR/PY, line 52. • Original Balance Due can be found on Massachusetts Form 1-NR/PY, line 53.
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9) On the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review. Then select Continue.
10) On the You’ve Finished Your Massachusetts Return screen, scroll to the bottom and select Done with Massachusetts.
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11) On the Ready to Review Your State Return screen, select Continue and complete all final state review questions, if any.
12) On the Not Eligible for Electronic Filing screen, select Continue.
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13) On the Schedule R/NR screen, review the prefilled information and complete any missing information. Then select Continue.
14) On the Review Your Return screen, select Continue and complete all final review questions, if any.
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15) On the Run State Review Again screen, select Done with Review.
16) The amended Massachusetts return is now complete. On the You’re Done with 2017 Massachusetts screen, select Done With States.
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17) On the Let’s make sure your taxes are correct screen, select Continue and complete all final review questions, if any.
18) On the Not Eligible for Electronic Filing screen, select Continue.
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19) On the Run Smart Check Again screen, select Done.
20) You are now ready to print your return to file. On the You’re Done! Print and Mail Your
Returns screen, select Print Return.
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21) On the Form Selection window, select All official forms required for filing, and check the box for your Massachusetts return. Then, select Preview Print Copy.
22) On the Print Preview screen, select the Printer Icon to print your forms.
23) After printing your return,
The instruction letter will indicate the payment due and correct mailing address for the amended return. Be sure to print out an extra copy to keep for your files.
