Amending

Forum|Forum|5 years ago
March 15, 2021
6 replies
20 views

Good morning,

A friend/client just dropped off her son's W-2 and wanted to know how to handle the fact that she inadvertently did his taxes last year for 2019 using 2018 data. Can I simply do 2020 now with correct data and amend for 2019 later, or will it not submit because of 2019? Of course, now the client is in a yank because of the recent stimulus package. 😉

Happy Monday All!!

Dawn

ProSeries Basic

This topic has been closed for replies.

Best answer by BobKamman

https://www.cnbc.com/2021/03/15/turbotax-irs-correct-bank-account-info-third-stimulus-payments.html

E

Eddie903

Level 4

Yes you can do 20, why wait to amend 19? Fix it and forget it,

SensibleandHourlyAuthor

Level 6

Thank you, I was just wondering if it would be red-flagged somehow because of the nature of the error. But, I would definitely prefer to get 2020 out of the way and amend later.

Thank you for responding. 🙂

BobKamman

Level 15

From the Urban Dictionary:

in a yank

In a hurry or in a rush, usually used when someone is late or when tempers are running high

Origin: Probably Midwestern United States

Calm down, we don't have to be in a yank to get out of here.

If you hadn't lost your keys, we wouldn't have been in such a yank to get to the party on time

* * *

I'm trying to figure out what this has to do with the recent stimulus package. Did she inadvertently claim him as a dependent, also? Or maybe he inadvertently claimed her? Don't you hate it when your clients do things inadvertently.

SensibleandHourlyAuthor

Level 6

Oh yeah, this girl is as Midwestern as they come. And I have a pile of ridiculous sayings learned along the way to prove it, lol.

As far as the client, I think they conclude because of what happened in 2019 with Turbo Tax, the IRS won't use the information on file to send a stimulus payment.

BobKammanAnswer

Level 15

https://www.cnbc.com/2021/03/15/turbotax-irs-correct-bank-account-info-third-stimulus-payments.html

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