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SensibleandHourly
Level 6
April 7, 2021
Solved

Amending a 2019 return that I didn't prepare

  • April 7, 2021
  • 2 replies
  • 23 views

Good afternoon all, 

I am working on a simple amendment, I think ;-), to a 2019 return that I didn't complete. The client has provided the IRS transcript. I read through the instructions, and I am still unclear. It looked like on the 1040X I could just check the 2019 box, but then the form still only wants to accept 2020 information. Do I need to open ProSeries 2019 to complete? Clear as mud, lol. 

Thank you, 

Dawn 

This topic has been closed for replies.
Best answer by Just-Lisa-Now-
You need the 2019 program. They just have multiple years on the 1040X so they dont have to issue a new form each year.

2 replies

Just-Lisa-Now-
Intuit Community Champion
April 7, 2021
You need the 2019 program. They just have multiple years on the 1040X so they dont have to issue a new form each year.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
SensibleandHourly
Level 6
April 8, 2021

Thank you!! 

This one has been interesting. Not only did the client struggle with the 1095-C, he completely omitted a 2k IRA withdrawal, as a 30 year old. 😉 

Now I need to consider the impact to his state returns! 

Sigh, 

Dawn