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Amended return
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Morton
Level 3
05-29-2025
05:10 PM
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2023 tax return not done in Lacerte needs to be amended. How to do it.
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George4Tacks
Level 15
05-29-2025
06:42 PM
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Input the return so that it matches the original, then make a copy for future reference and follow the instructions at https://accountants.intuit.com/support/en-us/help-article/amend-tax-return/amend-individual-return-1...
Answers are easy. Questions are hard!
Karl
Level 9
06-02-2025
01:58 PM
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Agreed, and TIL something new, I wouldn't have thought to keep a separate Lacerte file of the original filing I rebuilt versus the amended Lacerte file. That could come in handy if there are issues down the road (rare but possible)! Thanks for sharing!
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