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

[SWD2012]

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

[IRonMaN]

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.

[Just-Lisa-Now- · Accepted solution]

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.

[SWD2012]

Thank you so much. Big help!!

[SWD2012]

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

[dkh]

I'd like to put a sign on my wall....

IF YOU'RE IN A HURRY YOU'VE COME TO THE WRONG TAX PREPARER

[IRonMaN]

 I put one of those up, but my wife keeps taking it down. 😉