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What is with the damn amended return finalizatin date being pushed back OVER AND OVER?

Forum|Forum|6 years ago
December 7, 2019
19 replies
24 views

Thousands of dollars every year for this software and I have to waste my time typing the information into the PDF b/c they are manipulating us into not using the amended returns yet.

ProSeries Professional

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Best answer by TaxGuyBill

If it is the client's fault for the mistake, make them wait until it is ready.

As for why it is late, the IRS has DRAFT instructions for 2018, but those Instructions are not Final yet. Intuit rarely does any programming without Finalized Forms and Instructions. So I suspect the main reason for the delay is because of the IRS's delayed final Instructions, not because of Intuit.

EDIT: The IRS has now finalized the Instructions (on February 22nd), so it is likely that Intuit will finalize their things within a couple of weeks or so.

Just-Lisa-Now-

Intuit Community Champion

Why would you have so many amended returns already? Filing season has been open less than a month.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

FTAXAuthor

Level 5

i do a lot of returns and people e-file early, then something they forgot about shows up in the mail

Just-Lisa-Now-

Intuit Community Champion

Shame on you for letting clients file before they have all their paperwork.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

FTAXAuthor

Level 5

How the hell would I know they've opened a new bank account or forgotten they've collected a week of unemployment 12 months earlier? You mustn't do too many returns.

dd4vols

Intuit Community Champion

well... hmmm.... you could ask them....kinda like part of the stuff we normally do..... oh...and I do about 700 returns..

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Just-Lisa-Now-

Intuit Community Champion

I prepare just under 600 returns and I ask many questions. This is part of being a professional tax preparer...you don't rely on the client to tell you everything, you have to ask about everything, especially for those that come in early.

I run down the list of potential income items with every client in front of me to be sure they or I haven't missed anything.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

G

garman22

Intuit Community Champion

It does happen from time to time to me too. But when it does, they KNOW I prepare the amended on MY schedule as opposed to theirs. Plus they pay me $150 amend and more depending on what they missed. Money is their punishment.

Just-Lisa-Now-

Intuit Community Champion

Yikes, Im too nice, I need to charge more for amending!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

G

garman22

Intuit Community Champion

Im sure we are close, Lis. I might be exaggerating a bit with $150. If someone missed something small and easy, I'll go 80-100. If there is more work, I'll do $150. I have a client who forgot a 1099-C (principal home) and I will charge accordingly there. If we are off on those numbers, yeah....do yourself a favor and increase. 1040-X's are confusing as hell to the general public.

Just-Lisa-Now-

Intuit Community Champion

I do very few amended returns, maybe 3 or 4 a year, I'm more in the 60-100 range for an amended, really depends on what they forgot.....sometimes its not worth it for them to even amend, since my fee would be more than any additional refund that they may be getting.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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