California Amend Instructions - Company - Intuit

1 California Amend Instructions : 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.

2 D. Click on Save & Sign Out in the upper right corner of screen 2. Download the TurboTax Desktop version a. Go to and click on My Account b. Click on the Downloads and Unlocks c. Sign in using your User ID and Password. d. Click on the Downloads that are available e. 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 1st 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.

3 From the File menu, choose Save Desktop Customers Start Here! All customers (TurboTax Online and Desktop) follow these steps to begin to Amend your Virginia return: Follow these steps to begin to Amend your California return: 1. Select Forms 2. Scroll down the left side of screen to California Individual and click on Info Worksheet 3. Scroll down the California Information Worksheet to Part IX Amended Return a. Check the box to indicate Filing a California amended return b. If you paid an amount when filing your original California return, enter that amount on the Previous California payment made line.

4 You can find the amount you paid on California form 540, line 111. c. OR if you received a refund with your original California return, enter that amount on the Previous California refund received line. You can find the amount of your overpayment on California 540, line 91. d. Click the QuickZoom box to go to form 540x 4. Scroll down to the question Have you been advised that your original federal tax return has been, is being, or will be audited? and check No. 5. Scroll down to this section of the form : Note: The California Amend form is showing the numbers from your updated tax return in both columns A and B.

5 You will need to change the amounts in Column A to the amounts from your original tax return California form 540. 6. Enter the amounts below in Column A. Note: You will find these amounts on your original printed California tax return. If there is no amount in either column A or C for that line, still check to see if there was an amount on the original return. Line: Description: Enter from original form 540: Line 1a State wages form 540, line 12 Line 1b Federal adjusted gross income form 540. line 13 Line 2a California nontaxable interest form 540, Schedule CA, column B, line 8 Line 2b State income tax refund form 540, Schedule CA, column B, line 10, Line 2c Unemployment compensation form 540, Schedule CA, column B, line 19 Line 2d Social security benefits form 540, Schedule CA, column B, line 20 Line 2e Other form 540, line 16 + (Schedule CA, column B, lines 8 + 10 + 19 + 20) less form 540, line 14.

6 Line 5 California Itemized Deductions form 540, line 18 7. Scroll down to lines 7 through 16. 8. Enter the amounts below in Column A: Line: Description: Enter from original form 540: Line 7b Tax form 540, line 31 Line 8 Exemptions credits form 540. line 32 Line 10 Tax from Schedule form 540, line 34 Line 12 Special credits .. form 540, line 47 Line 14 Other form 540, line 48 (Other taxable amount) line 61 + line 63 Line 15 Mental health services tax form 540, Line 62 9. Scroll down to lines 17 through 26. 10. Enter the amounts below in Column A: Line: Description: Enter from original form 540: Line 17 California income tax withheld form 540, line 71 Line 18 Real estate tax & other withholding form 540.

7 Line 73 Line 19 Excess California form 540, line 74 Line 20 Estimated tax form 540, line 72 Line 21 Child & dependent care expenses or other form 540, line 78 Line 22 Dependent s SSN form 540, line 75 Line 23 Dependent s SSN form 540, line 76 Line 24 Child care form 540, line 77 11. Line 25: If taxes were paid with original return, verify the amount; if no taxes were paid, enter zero. 12. Scroll down to lines 26a through 34 13. Line 27 Overpaid taxes: If taxes were overpaid (refunded) with original return, verify the amount; if no taxes were overpaid, enter zero.

8 14. Enter the following amounts: Line: Description: Enter from original form 540: Line 29 Use tax payments form 540, line 95 Line 30 Voluntary contributions as shown on original return form 540. Line 110 15. Scroll down to Part II, Explanation of Changes. Enter the follow: Line: Description: Enter from original form 540: Line 1 Enter name and Enter same if address not changed since filing the original return otherwise enter name & address from original return Line 2 Filing ..final determination Check no Line 3 Have been Check no Line 4 Did you file an amended return with the IRS on similar basis Check yes 16.

9 In this area, enter the following information: The original California return was missing one of the child care providers on CA form 3506 (Child and Dependent Care Expenses Credit.) Now it s time to print and mail your amended return. Follow these steps: 1) On the toolbar, click on File and then Print 2) Choose All official forms required for filing 3) Uncheck the box for form 1040: Individual 4) If necessary check the box for California Individual 5) Click Print button 6) The forms to mail to Virginia will print. 7) The Instructions will indicate any balance due that you need to pay or refund that you will receive.

10 It will also include the address to mail the return. 8) Be sure to print out an extra copy to keep for your files.