2021 taxes were filed by CPA but did not include Soc Sec; CPA filed an amndd return. Now know Dad could have claimed sig med expenses - file another amended return???

[Taxhound]

CPA is out of the picture - she made some other mistakes but Dad is 96 and has included Soc Sec for years - CPA was well aware of Dad's medical situation but never prompted us for info - I am now trying to use Turbo Tax to complete Dad's 2022 tax return and realized his medical expenses would have reduced his 2021 tax liability - 2 questions: A) How do we file a 2021 amendment to the 2021 amended return filed by CPA?  and B) How do I utilize Turbo Tax to accomplish this project?

[xmasbaby0]

CAN I USE TURBOTAX TO AMEND IF THE RETURN WAS PREPARED SOMEWHERE ELSE?

If you did not use TurboTax to prepare your tax return, it is possible to amend the return using TurboTax but it will really be a pain.  It would be better to use the software or service used to file originally.  If a paid preparer made a mistake on your tax return, that tax preparer should do the amended return for you at no charge.

In order to use TurboTax to amend your return, you need to purchase the desktop software for the tax year and re-create the return EXACTLY as it appeared when it was filed with the IRS/states.  Every line has to be the same.  Then you have to "trick" the software into thinking you filed by saying you will mail the return. (but do not mail it)   AFTER that, you use the software to prepare a Form 1040X, which has to be printed, signed and mailed to the IRS.  It takes the IRS about 6 -9 months to process an amended return

And...are you certain your father's medical expenses would affect his return?   Did he itemize other deductions?   Are you aware of the very difficult threshold that must be met to use medical expenses?

MEDICAL EXPENSES

The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income.    (Your 2021 AGI is on line 11 of the Form 1040) You should only enter the amount that you paid in 2021—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.

To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses

2021 STANDARD DEDUCTION AMOUNTS

SINGLE $12,550  (65 or older + $1700)

MARRIED FILING SEPARATELY $12,550  (65 or older + $1350)

MARRIED FILING JOINTLY $25,100  (65 or older + $1350 per spouse)

HEAD OF HOUSEHOLD  $18,800  (65 or older +$1700)

Legally Blind + $1350