x
You'll need to sign in or create an account to connect with an expert.
16 Replies New MemberYes you can amend your taxes to switch from itemized to the standard deduction.
If y ou already filed and the return was accepted by IRS , you have to wait until you receive your refund before you can amend your taxes .
If your return is rejected or not yet submitted, you can edit any time and change to the standard deduction.
See this TurboTax support FAQ for amending a tax return
June 4, 2019 12:17 PM New MemberBut HOW do you go about switching from itemized to standard in the amendment process? That isn’t clear when attempting to do. Also, even turbotax customer service did not know how to do this… any help is appreciated!
March 3, 2022 9:20 AM Expert AlumniNormally, if your itemized deductions are less than your standard deduction, TurboTax would recalculate your tax and replace your itemized deduction with the standard deduction. So, you could just remove some of your itemized deductions by updating your mortgage interest, property taxes, or contributions to remove some entries there.
Also, once you are done with entering your deductions, you will see a screen that says The standard (or itemized) deduction is right for you , and on that screen you will see an option to change my deduction if that is what you want to do.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
I appreciate this information, however that’s upon initially entering the return. I remember seeing those messages and choosing appropriately at the time of filing. I am enquiring about how to get it switched in the amendment process, having already been filed, accepted, and paid out. I haven’t seen anything that will take me back to choosing standard for amending
March 3, 2022 11:31 AM Expert AlumniIf you are Amending your Return to switch between Itemized/Standard, proceed as suggested by @ThomasM125 above:
Review a couple items in the Deductions/Credits area (you don't have to actually change anything).
Click on 'Done ' or 'Continue' at the bottom of the deductions topics page (depending on which TurboTax product you are using).
The next page will present you with a choice.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
My problem is that we are married filing separately. My husband was supposed to itemize, so I did the same. I just found oit that he took the standard deduction so now I have to go back and amend my return to the standard deduction (which helps me anyway.)
Does anyone know how to do this? I can't find anywhere to make this change.
April 27, 2022 7:25 PM@Kwitz wrote:My problem is that we are married filing separately. My husband was supposed to itemize, so I did the same. I just found oit that he took the standard deduction so now I have to go back and amend my return to the standard deduction (which helps me anyway.)
Does anyone know how to do this? I can't find anywhere to make this change.
If you filed, it is like dropping it into the mail - you cannot get it back if accepted by the IRS or state.
Do not rush to amend - no hurry. You have 3 years to amend and amended returns are taking 4-6 months or longer to be processed so waiting a few weeks will make little difference and amending too soon might just compound the problem. (If you amend today you probably will not see the results until August or September).
To amend your 2021 tax return:
-- First, *wait* to see if your return has been accepted or rejected by the IRS or state. DO NOT do anything until you receive the accept or reject e-mail.
-- If rejected, you can correct and re-send your return.
-- If accepted you should *wait* until your return has been processed and you receive your refund or conformation that any tax due has been paid. (If you file an amended return while you first return is being processed it can cause extended delays for both returns if two returns are in the system at the same time). In addition, if the IRS makes any change on your original return, you might end up having to amend the amendment – a sticky process that can take a year or more).
-- Then you can start the amend process.
It is suggested that it be mailed certified with return receipt (or other tracking service) to verify that the IRS receives it. That is the only proof of mailing that the IRS will accept.
-- Amended returns can be mailed or e-filed - allow 8-12 weeks - can take up to 16 weeks (4 months) for processing.
See this TurboTax FAQ for help with amending:
You can check the status of your amended return here but allow 3 weeks after filing for it to show up:
https://www.irs.gov/filing/wheres-my-amended-return
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
