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Returning Member
posted Mar 29, 2020 12:45:57 PM

AMEND 2016 TAXES

we paid a gentleman to do our 2016 taxes, he used turbo tax, he passed away in 2019, we now need to amend our taxes how do we amend them

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3 Replies
Level 15
Mar 29, 2020 1:25:51 PM

If you did not use TurboTax to prepare your 2016 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 2019return, you need to purchase the desktop software for 2019 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 3-4 months to process an amended return.

 

 

Really---you would be better off to seek a local tax preparer to help you.

Returning Member
Mar 29, 2020 6:02:52 PM

The man that prepared my 2016 Taxes used " TURBO TAX " to complete our taxes, but he has passed away. How can I amend my taxes since he has passed away? 

If I purchase a download of TURBO TAX software will i be able to access my 2016 Tax forms he completed?

Level 15
Mar 29, 2020 6:10:03 PM

Well the person you paid was not allowed to use TurboTax so you have a problem.  If you do not have the userID & password to log into the account then it is like you never filed with TT.  So you have to start from scratch like the other answer said.