How Do I Amend a New York State Return?

If you need to make changes to a New York state return that has already been accepted, you'll need to file an amended return. Whether you're correcting income, adding a tax document, claiming a missed credit, or updating other information, New York requires you to submit an amended return to make those changes.

How Do I Generate an Amended New York Return?

To create an amended New York return in the program:

1. Select 20XX Amended Return from the navigation menu.
2. Pay for your amended return, if applicable.
3. Review the Filing an Amended Return information and select Continue.
4. Select Amend State Return(s).
5. Select + Amend State.
6. Scroll to the bottom of the New York menu and select Amended Return.
7. Check Yes to generate the amended New York return.
8. Select Review and Complete the Amended Return.

Once the amended return has been created, make any necessary corrections before continuing through the review process.

What If I Received a Refund From My Original New York Return?

If you already received a refund from New York on your original return, you must enter that amount on the amended return so the program can correctly calculate any additional refund or tax due.

To enter the refund amount:

Path:
Review and Complete the Amended Return > Total Payments and Refundable Credits

Enter the amount you previously received in the field labeled:

Amount of Refund Received From Original Return

Failing to enter the original refund amount may cause the amended return calculations to be incorrect.

What If I Originally Owed New York Tax?

If you paid tax with your original New York return, you should report that payment on the amended return so the payment is included in the amended calculations.

To enter the amount paid:

Path:
Review and Complete the Amended Return > Total Payments and Refundable Credits

Enter the amount in the field labeled:

Amount Paid With Original Return

This helps ensure the amended return reflects any payments you've already made to New York.

How Do I File My Amended New York Return?

New York amended returns must be paper filed.

To print the amended return, choose one of the following:

• Select Print Amended Return from the Amended Return section, or
• Select Review > Print Results

Either option generates a PDF containing the amended New York return.

After printing:

1. Review the return for accuracy.
2. Sign where required.
3. Attach any supporting documentation.
4. Mail the completed return to New York.

Only send:

• The amended return
• Copies of supporting documents related to the change (such as W-2s, 1099s, or other tax records)

Do not mail the originally filed return unless specifically requested by New York.

Where Do I Mail My Amended New York Return?

The mailing address for amended returns is listed on the printed return.

The address may vary depending on whether:

• You are receiving a refund, or
• You are submitting a payment

Always use the mailing address shown on the printed amended return and verify the address if needed before mailing.

What Documents Should I Include?

Generally, include only documentation that supports the reason for the amendment, such as:

• Forms W-2
• Forms 1099
• Corrected tax documents
• Schedules supporting the change
• Other records related to the amendment

You can compare your original and amended return PDFs to review exactly what changed before mailing the return.

Do I Need to Explain Why I Am Amending My Return?

New York requires an explanation of the changes made on the amended return.

To enter your explanation:

Path:
Review and Complete the Amended Return > General Questions

Then:

1. Select Reason(s) for Amending Your New York State Return.
2. Provide a clear explanation describing the changes you made.

A complete explanation can help New York process your amended return more efficiently.

Important Information

• New York amended returns must be mailed and cannot be electronically filed through the program.
• If you received a refund from the original return, enter that amount on the amended return.
• If you made a payment with the original return, enter that payment on the amended return.
• Include only supporting documents related to the changes being made.
• Be sure to sign the amended return before mailing it.
• Keep copies of your original return, amended return, and all supporting documentation for your records.

Additional Information

New York generally requires an amended return whenever you need to correct or update information on a previously accepted state return. Common reasons include adding tax documents, correcting income, updating deductions or credits, or making changes after filing an amended federal return.

Before filing, review your amended return carefully to ensure all corrections have been made and that your explanation clearly describes the reason for the amendment. New York generally requires amended returns related to federal changes to be filed within 90 days of the federal adjustment.