Amending 2017 tax return I did not prepare

Forum|Forum|6 years ago
December 7, 2019
7 replies
16 views

I have a client that did not include the 1098-T in her 2017 tax return. She wants to now include it which would increase her refund by $1,712. I inputted all the information for the 1040X but the refund monitor does not show a refund and also it has DO NOT FILE on it. How do I generate the 1040X so I can have it signed and mail it to the IRS? Am I doing something wrong?

ProSeries Professional

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Best answer by Just-Lisa-Now-

The 1040X for 2018 isn't final or available to print yet. Looks like 2/14 is the magic date You should use the 2017 program for it.

Accountant-Man

Level 13

How did you enter it? First, enter the return As Originally Filed. THEN open the 1040 X. THEN add the 1098 T.

** I am "Elevating with Intention!"

Just-Lisa-Now-

Answer

Intuit Community Champion

The 1040X for 2018 isn't final or available to print yet. Looks like 2/14 is the magic date You should use the 2017 program for it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

tbanksAuthor

Level 3

Is that acceptable? I just don't want to mess up anything

Accountant-Man

Level 13

Since the 2017 program has the 2017 deductions and brackets, but the 2018 program has 2018 deductions and brackets, YOU CAN'T USE 2018 TO AMEND 2017. It's that simple.

** I am "Elevating with Intention!"

Just-Lisa-Now-

Intuit Community Champion

Ive always wondered about that..it asks for the tax year at the top, but does it use that tax years deductions and such?? I never tried to chance it, and have always used the program for the year that's being amended.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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