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Solved

Amended return for deceased relative

Forum|Forum|6 years ago
April 9, 2020
1 reply
0 views

I had to amend my deceased mothers tax return for 2029. Because she had K-1 schedules I had to upgrade to cont amending her return. Now I'm ready to print and send the amended return but turbotax will not let me proceed until the upgrade is laid. I am unable to pay for the upgrade until the tax return is received. Can I still print out the amended return so I can get it mailed out?

Not A Product Question

Best answer by HelenC12

I'm so sorry for your loss.

No, you can't print out the amended return if you used a lower version of TurboTax and now you've upgraded to the Premier version, without first paying for the upgrade.

However, if the Adjusted Gross Income is $36,000 or less, you may qualify for the IRS Free File Program delivered by TurboTax .

It's geared towards lower-income filers, regardless of tax return complexity, and is only offered through the IRS Free File Alliance (FFA) program. No upgrades are available.

To see if you qualify, click on What is the IRS Free File Program delivered by TurboTax?

If you qualify, see How do I switch to IRS Free File Program delivered by TurboTax?

Source: TurboTax FAQ

Level 15

I'm so sorry for your loss.

No, you can't print out the amended return if you used a lower version of TurboTax and now you've upgraded to the Premier version, without first paying for the upgrade.

However, if the Adjusted Gross Income is $36,000 or less, you may qualify for the IRS Free File Program delivered by TurboTax .

It's geared towards lower-income filers, regardless of tax return complexity, and is only offered through the IRS Free File Alliance (FFA) program. No upgrades are available.

To see if you qualify, click on What is the IRS Free File Program delivered by TurboTax?

If you qualify, see How do I switch to IRS Free File Program delivered by TurboTax?

Source: TurboTax FAQ

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