Ohio Amend Instructions:

NOTE: If you used TurboTax CD/Download product to prepare and file your original return: Be sure to

update your product. Go to Online and click on Check for Update.

Open your 2011 Turbo Tax Federal return.

1) Go to Federal Taxes tab and click on Other Tax Situations

2) On the Other Tax Situations screen, scroll down to Other Tax Forms and click Start button next

to Amend a Return.

3) On the We’ll Guide You Through Your Amended Return screen, click Continue.

4) On the Have You Already Filed This Return? screen, indicate both “Yes, I need to amend a

return I already filed” and “I was contacted by TurboTax and told I may need to amend.”

5) There may be a next screen asking you about your original federal return.

6) If you see this screen, even though you won’t be amending your federal return, go ahead and

enter the amount you paid or the refund you received on your original federal return and click

Continue.

7) There may be a next screen asking you about the original state refund you received.

8) This screen is asking about your original refund received. Don’t forget that it’s the full refund

prior to applying any of it to your 2012 tax return. If you see this refund screen for Ohio, answer

the questions and click Continue.

9) You can find the amount of your refund on your original Ohio tax return on Form IT 1040, Line23.

10) If you had a tax due amount you will see this screen that asks about the amount paid on your original Ohio return.

11) You can find the amount you paid from your original Ohio tax return on Form IT 1040, Line 27.

12) Verify your Ohio amount; if not correct, enter the correct amount and click Continue.

13) On the Enter Your Explanation screen, enter this wording: “The original Ohio return had an

incorrect deduction amount on Form 1040-IT, Line 40. This amended return includes the

correct amount of Line 40”, and click Continue.

14) The next screen is About Your Amended Federal Return. Since you are not amending your

federal return, click Continue.

You now have to answer a few more questions for your state amended 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/ 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.

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

9) On the Tell Us Why You’re Amending screen, enter in the following: “The original Ohio return

had an incorrect deduction amount on Form 1040-IT, Line 40. This amended return includes

the correct amount of Line 40”, 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.

Now it’s time to print and mail your amended state return. Note: You cannot electronically file an amended tax return.

Follow these steps:

1) Go to the Print & File tab and click on Print/Save for Your Records.

2) On the Print and Save Center, click on Print Returns

3) On the Print screen:

a. Choose All official forms required for filing

b. Uncheck the box for 2011 Federal tax return

c. Check the box for Ohio state tax return.

4) Click Print button

5) The forms to mail will print.

6) The instructions will indicate any balance due that you need to pay or refund that you will

receive. It will also include the address to mail the return.

7) Be sure to print out an extra copy to keep for your files.