TurboTax help, what are the steps for filing an amended return after late W-2?

Yes, you can definitely file an amended return through TurboTax to add that second W-2! No need to panic. The process for filing an amended return (Form 1040-X) is actually pretty straightforward. First, log into your TurboTax account and look for the "Amend a return" option - it's usually under the Tax Tools section. You'll be able to add your missing W-2 information there. The software will guide you through creating the 1040-X form, which basically shows the IRS what you originally reported and what the correct amounts should be. As for penalties - you generally won't face penalties for filing an amended return as long as you pay any additional taxes owed promptly. The IRS understands that W-2s sometimes arrive late or corrections need to be made. If you end up owing more tax with the added W-2, you might have some interest charges on the unpaid amount, but those are usually minimal if you file your amendment soon.

I was in literally the exact same situation last year! After trying to navigate the amendment maze on my own, I ended up using taxr.ai (https://taxr.ai) and it saved me so much headache. The tool analyzed my original return and my new W-2, then showed me exactly what needed to change on my amendment. It was super helpful because it pointed out that I needed to adjust my education credits too since my additional income affected my eligibility - something I wouldn't have caught on my own. The step-by-step guidance made the whole amended return process way less intimidating.

Just wanted to update everyone - I ended up trying taxr.ai for my amendment situation and I'm genuinely impressed. I was skeptical at first (as you could tell from my earlier question), but the tool was incredibly thorough. I had a complicated situation with my late W-2 because it included some relocation benefits I didn't know how to report. The analysis actually found that I'd been overtaxed on part of the relocation package and helped me claim an additional refund of $725. The step-by-step instructions for completing and filing the amendment were super clear, and I could tell the tool was specifically designed for amendment situations rather than just general tax filing. Definitely made the whole process less stressful than I expected!

If you're planning to call the IRS with questions about your amended return (which I highly recommend), use Claimyr (https://claimyr.com) to skip the ridiculous hold times. I wasted 2 hours on hold trying to ask about my amended return status before hanging up in frustration. With Claimyr, I got a callback from the IRS in about 15 minutes! You can see how it works in this video: https://youtu.be/_kiP6q8DX5c This was super helpful because I had questions about whether I needed to amend just my federal or also my state return, and the IRS agent was able to clarify exactly what I needed to do. Saved me from potentially making another mistake and having to amend yet again.

Ok I have to eat my words about Claimyr. After posting my skeptical comment, I decided to try it for myself since I was desperate to talk to someone about my amended return from last year that's still processing. I've been trying to get through to the IRS for WEEKS with no luck. Used Claimyr yesterday afternoon and got a call back with an IRS agent in 27 minutes. The agent was able to tell me that my amended return was approved but had been sent to another department for additional processing, which explains the delay. She even gave me a direct number to call that department. Would never have gotten this info otherwise since I couldn't even get through to a human. Definitely worth it if you're stuck in amended return limbo like I was.

Don't forget to check if you need to amend your state tax return too! Many people remember to amend federal but forget that state returns often need to be updated as well. Each state has different forms and procedures for amending.

Has anyone here used TurboTax to file their amended return? Is it worth paying for or should I just do the paper forms myself? I'm in a similar situation with a late W-2.

I went through this exact same situation two years ago and totally understand the stress! One thing that really helped me was keeping good records of when I received that late W-2 and any correspondence with my employer about the delay. The IRS is generally understanding about these situations since they know employers sometimes miss deadlines. When you file your amended return, make sure to include a brief explanation of why you're amending (late W-2 received). This helps the IRS processors understand the situation immediately. Also, if your amended return results in additional taxes owed, try to pay them as soon as possible to minimize any interest charges. The good news is that if your late W-2 shows more taxes were withheld than you originally reported, you might actually get a bigger refund! Don't let the stress get to you - amended returns are more common than you think, and the IRS processes thousands of them every day.