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Amended return

Morton
Level 2

2023 tax return not done in Lacerte needs to be amended.  How to do it.

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2 Comments 2
George4Tacks
Level 15

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 8
Level 8

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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