Client forgot about 1 w2 they received after their return was filed. how in proseries can I amend the return?

Forum|Forum|4 years ago
February 2, 2022
2 replies
13 views

This is my first year, and I'm unsure if I'm doing it right.

ProSeries Professional

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

You dont want to amend until the original return has completed processing and any refund has already been received.

The 2021 1040X form wont be ready in ProSeries until near the end of February. (looks like its scheduled for 2/24)

Be sure you charge accordingly for your time to amend his mistake.

IRonMaN

Level 15

Hurry up and wait until the 1040X is ready later this month. Live and learn about being in too much of a rush to get returns out the door. Some clients tend to be forgetful which makes our lives difficult.

Slava Ukraini!

S

SWD2012Author

Level 3

Thank you so much. Big help!!

Just-Lisa-Now-

Answer

Intuit Community Champion

You dont want to amend until the original return has completed processing and any refund has already been received.

The 2021 1040X form wont be ready in ProSeries until near the end of February. (looks like its scheduled for 2/24)

Be sure you charge accordingly for your time to amend his mistake.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

S

SWD2012Author

Level 3

Thanks for the update. Hopefully I will get the hang of this software soon🤦‍♀️.... tremendous help!!

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