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M
mgibson569
Level 1
November 9, 2020
Question

Amended Return

  • November 9, 2020
  • 4 replies
  • 18 views

I am attempting to backup the original e-filed return in order to begin preparation of an amended return.  However, the program is not allowing me to backup the original return.  The function under client maintenance is grayed out.  Any help?

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4 replies

BobKamman
BobKamman
Level 15
November 9, 2020

Open the return, then save it with a different tag.  If it's Smit1234, I save it as SmithAmend.  You can use more than 8 characters, I think that system goes back to the early days of DOS.  

G
Greta
Level 7
November 9, 2020

If I amend a 2019 return that was efiled by another accountant, do I understand that I cannot efile 1040X and must mail it in?

Accountant-Man
Accountant-Man
Level 13
November 9, 2020

Correct.

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