I filed a 1040 return using Turbotax Home and Business 2024 on a Mac. Now I need to amend it. I inadvertently added information from a K-1 from a prior year. So I need to delete that. Also, I have two new K-1s that I have received after I filed. So I need to add those.
I open Turbotax and say I want to file an amendment. It asks what I want to amend and gives me a menu, none of which is exactly K-1. But I'm able to find the K-1 section and click that. Then it starts asking me who the payor is. It doesn't list the old K-1s that were already included. How do I delete the old one? I guess I could delete it by switching from Step-by-Step to Forms and deleting the old form. But then I think Turbotax no longer knows that I'm filing an amendment?
Also, for some reason, on my computer I have 3 different files that end in .tax2024. I can tell by matching the refund amount that one mirrors what I filed and use that. But I don't know if that is the one to which TurboTax defaults when I try to amend. Also, I'm wondering whether the fact that I have 3 .tax2024 files on my computer is related to why it's not showing my old K-1 in a way that would make it easy to delete.
The 2024 return that you filed should indicate that it was filed when you open the .tax file. The K-1 that you need to delete should be on the list of K-1s on the return that you filed. If you did indicate the amend at the start, you can delete the K-1 and add the additional K-1s to generate the correct 1040X.
Another way you can check is to check the 1040X in Forms mode, the column A should reflect the amounts from the 1040 you filed.
If you have questions, please add to this post!