Question

Amending Your Prior Year State Return

Accepted Answer

To amend your prior year state return, please follow the instructions below.

#1. Sign in to your TaxAct® Online return for the year you wish to amend or start the appropriate prior year TaxAct Desktop program.

#2. First be sure to PRINT a copy of the originally filed return; this will be your only record of the return as it was filed once you make the corrections for the amendment. This can be done from within your TaxAct Online return by clicking Print Center in the left column, then click Instructions/Reports. Click the checkbox(es) to the left of the instructions/reports you wish to print, and enter the appropriate number of copies. Click Print and then the PDF link. Click the printer icon or save icon (available when you hover your mouse over the bottom of the PDF form) to print or save as a PDF file. Desktop users click File, Print Return and make the appropriate selection in the window that appears.

#3. Return to the Q&A interview and modify/add/delete the information that needs amending (keep in mind that if you have already made adjustments on the federal return, these may have automatically transferred to the State return).

#4. To complete the amendment process:

Click State and under the expanded State menu, click [the state name] on the left side of the screen, (Desktop users, located directly below the tabs)
Click Amended Return and the program will proceed with the interview questions for you to enter or review the appropriate information. (If there is a screen where the steps are listed to complete the amendment, remember that two of the steps may already be completed if you have followed all of the instructions above.)

Note: If you do not see the Amended Return option listed on the first screen, please select Miscellaneous Topics as it may be located under that section.

With most states, at the end of the process you will be prompted to print the amended form and will be provided with the mailing address to send the form. If you are not prompted to print your amended return, you will need to click Filing and proceed through the Mail Paper Return steps to print and mail your amended return.

To file the amended return for a prior year you must mail a paper return.