Amending 2019 Return

MattHank · ‎April 6, 2021

My 2019 return needs to be amended for an additional W-2 that got left off of the return. This return was done by a tax preparer, and not by me using TurboTax. Can this return be amended using the TurboTax software, or do I need to correct this return on paper? If it does need to be corrected on paper and mailed what forms need to be adjusted to include the W-2?

macuser_22 · ‎April 6, 2021

It is not simple to do that with TurboTax because yiu must purchase the 2019 CD/download software and install in a Mac or Windows computer. Then create an exact duplicate tax return as it was filed. Print that for filing to fool TurboTax to think you filed a paper return. Then you can amend and add the missing W-2, print and mail the 1040X and any other form that changed with a copy of the W-2.

It is usually easier and cheaper to go back to where it was filed since they already have the original return to start from.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

ToddL99 · ‎April 6, 2021

@Macuser-22 is absolutely correct - your first (best) option is to have the preparer amend the return to add the missing W-2. The preparer should be willing to do this at a very reasonable cost.

Using TurboTax would be time-consuming and cost at leas $79.99. See File your 2019 taxes for 2019 pricing. If you decide to take that approach, follow @macuser_22 's instructions.