How to Add a Second W2 After Already Filing with TurboTax?

Has the original return been accepted by the IRS yet? That's the first thing you need to determine. If it hasn't been accepted, you might still be able to cancel and refile. If it has been accepted, he'll need to file an amended return (Form 1040-X). But I'd like to know more about the timeline - when exactly did he file and when was the return accepted?

According to the TurboTax support page (https://ttlc.intuit.com/turbotax-support/), you'll need to file an amended return using Form 1040-X. Just wondering - how much income is on this second W2? If it's a small amount, it might not change the tax situation much, but if it's substantial, you definitely want to amend ASAP to avoid penalties and interest. Have you checked if TurboTax allows you to amend directly through their platform?

According to IRS Regulation §1.6013-2(a)(5), taxpayers must report ALL income sources regardless of when W2 forms are received. Your boyfriend is legally required to file Form 1040-X to report this additional income. The standard processing time for amendments is currently 20+ weeks according to the IRS website, but in my experience, getting information about your amendment status is nearly impossible through normal channels. I spent 4 hours on hold last year trying to check my amendment status. Eventually used Claimyr (https://www.claimyr.com) to get through to an actual IRS agent in about 20 minutes. They were able to confirm my amendment was received and give me an actual timeline instead of the generic "16-20 weeks" response.

I had exactly this situation last year. Second W2 arrived 9 days after filing. The W2 was for $1,247 from a side gig I'd forgotten about. I filed Form 1040-X through TurboTax (they charged me $59.99 for the amendment). Mailed it on March 12th, 2023. IRS cashed my additional tax payment check on April 3rd. Amendment was finally processed on July 28th - exactly 138 days after mailing. Just be prepared for the long wait.

What was the employment period for this second W2? If it was for work performed in a previous calendar year but the employer was late issuing it, that's quite different than if it's for a job your boyfriend might have forgotten to include. The materiality of the amount also matters - what percentage is this compared to his total income?

I believe you might want to consider waiting until the original return is processed before filing the amendment. In my experience, filing an amendment while the original is still processing can sometimes cause confusion in the IRS systems. It might be a good idea to wait until you receive confirmation that the original return was accepted, then perhaps wait another week or two before submitting the 1040-X? Just a suggestion based on what I've seen others recommend.

Why does this always happen with TurboTax users? I had the EXACT same issue in 2022. Got a tiny W2 ($432) from a job I worked for two weeks and forgot about. Filed my amendment through TurboTax on March 30th. You know when it finally processed? November 12th. That's right - over 7 months later! The IRS is completely overwhelmed with paper amendments. My advice? If the W2 is for a small amount and wouldn't significantly change his tax liability, some people might just wait to see if the IRS sends a notice. They'll calculate any difference and send a bill with minimal penalties if you respond quickly. Not saying that's the right approach, but realistically, that's what some people do when the amount is small.