How do I amend my 2023 filed tax return?

[nellcmallett]

How do I amend a couple of updates that were on my spouses filed tax return that affect my tax payable?

[Heidi123]

The Canada Revenue Agency (CRA) requires that you wait until you’ve received your Notice of Assessment (NOA) before filing an adjustment. In many cases, the CRA will catch the mismatch and automatically adjust your return for you.

How you file your adjustment depends on how your original tax return was filed, and whether it was a federal or Québec return. Instructions on filing adjustments for both scenarios are provided here:

For TurboTax Online:

• Filing adjustments to a federal tax return

• If you filed your original return using NETFILE:

             1. Sign in to your TurboTax Online account for the tax year you want to prepare an adjustment for.

             2. In Return Manager, select ReFILE beside the filed tax return you want to adjust.

• If you printed and mailed your original return or are in a situation excluded from ReFILE:

             See the CRA’s How to change a return page to make an adjustment online in your CRA My Account or by mail.

• Filing adjustments to a Québec return

            TurboTax Online doesn’t currently support ReFILE of federal tax returns for residents of Québec. See Revenu Quebec’s Changing an income tax return that you have already filed page to make an adjustment online in your Revenu Québec My Account or by mail.

For TurboTax CD/Download:

• Filing adjustments to a federal tax return

• If you filed your original return using NETFILE:

           1. Launch your TurboTax CD/Download edition for the tax year you want to prepare an adjustment for.

           2. In Return Manager, select ReFILE beside the filed tax return you want to adjust.

• If you printed and mailed your original return or are in a situation excluded from ReFILE:

            See the CRA’s How to change a return page to make an adjustment online in your CRA My Account or by mail.

• Filing adjustments to a Québec return

• If you filed your original return using NETFILE:

            1. Launch your TurboTax CD/Download edition for the tax year you want to prepare an adjustment for.

            2. In Return Manager, select Change Return beside the filed tax return you want to adjust.

            3. Make the necessary changes to your tax file, then choose to NETFILE.

            4. Select ReFILE.

See Revenu Quebec’s Changing an income tax return that you have already filed page to make an adjustment online in your Revenu Québec My Account or by mail.

Thank you for choosing TurboTax.