2015 Alabama Amend Instructions for TurboTax CD/Download

2015 Alabama Amend Instructions for TurboTax CD/Download:
1) Select and open your return.
2) Select File and Save As “Amended 2015 return” before you update TurboTax to preserve your
original return.
3) Select Online and Check for Updates.
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.
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5) On the Other Tax Situations screen, scroll down to Other Tax Forms and next to Amend a
Return, select the Start button.
Start to Amend Your Return:
1) On the We’ll Help you change (amend) your return screen, click Continue.
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2) 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 2015 return, then click Continue.
3) On the What do you need to change on your return? screen, scroll down and select Update
next to State return.
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4)
On the Let’s work on your state return screen, select Continue.
5) On the Your State Return screen, select Edit next to Alabama.
6) On the Your 2015 Alabama Return screen, select Continue.
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7) On the Let’s Amend Your Alabama Return screen, select Yes, let’s amend and get it done.
Then select Continue.
8) On the How to File an Amended Return in Alabama screen, just click Continue.
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9) On the Amount Paid or Refunded on Your Original Return screen, just review the information
and click Continue.
10) On the Copy Federal Amended Explanation? screen, just click No.
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11) On the Tell Us Why You’re Amending screen, enter the following “The original Alabama
return included an incorrect amount on Form 40, Part I, Other Income, line 8. This amended
return shows the correct amount.” Then click Done.
12) Now select Show Topic List at the top right-hand corner of the program.
13) Scroll through the Alabama topics until you see Federal Refund for Prior Years. Click on the
Federal Refund for Prior Years topic link.
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14) On the Federal Refund for Prior Years screen, if you have an entry in the Additional Federal
Tax Refund field, review your entry. Make sure the amount entered was only for amounts
received in 2015 for the following reasons:
a. Additional refunds received due to filing a federal amended return for a tax year prior to
2015 AND/OR
b. Additional refunds received due to an adjustment letter from the IRS relating to a prior
year.
Change the amount if necessary, then select Continue.
15) On the Federal Income Taxes Paid for a Prior Tax Year screen, if you have an entry in this
field, make sure the amount entered was only for amounts paid in 2015 for the reasons
indicated below:
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a. Additional payments made with a federal amended return for a tax year prior to 2015
AND/OR
b. Additional payments made due to an adjustment letter received from the IRS relating to
a prior year.
Change the amount if necessary, then select Continue.
16) Now, select the Review tab and on the Let’s make sure your taxes are correct screen, select
Continue and complete all final review questions, if any. There may be additional questions to
complete your state amended return.
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17) On the Your Amended Return Summary, just select Continue. This screen is only for Federal
amended returns, and you are just amending your state return.
18) You are now ready to print your return to file. On the You’re Done! Print and Mail Your
Returns, select Print Return.
19) In the Form Selection window, select All official forms required for filing. Then, uncheck your
federal return and check your Alabama Tax Return. Then select Preview Print Copy.
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20) On the Print Preview screen, select the Printer Icon to print your forms.
21) After printing your return,
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The instruction letter will indicate any balance due that you need to pay or refund that you
will receive.
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.
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