Amending a return using different versions.

[MotoMorgan]

I prepared my 2019 return with TurboTax Premiere.  I have an LLC and it was a pain to use that version to include my data; I have both W2 and 1099-Misc income for that year.  Premiere does it but doesn't really help very much.  Using the TurboTax web selector process I followed the recommendation therein which is for my situation to use 2022 Home & Business and it was much easier to prepare the return.

In 2019 I was in the process of buying a house at the same time I was doing my taxes and got into a rush.  I am confident, based on some recent experimentation with 2022 H&B that if I had used 2019 Home and Business that I would have reduced my taxes significantly.

So, yesterday I bought 2019 Home and Business and will get the disk tomorrow ($25 from Walmart!).  I plan on preparing my 2019 taxes and generating an amended return with it to see if it does indeed reduce my taxes.  The question I have is, do I:

• prepare the amended return using the 2019 Premiere file as a starting point, or
• use the 2018 file to start the return, or
• some other option I haven't thought of?

I suppose that this is really a "what can the software handle" question and not a tax form usage question.  I want the code to step me through the process so that I can credit office space use and all the other options that pick up on business deductions that are appropriate for me to consider - which Premiere didn't do in 2019.   I would appreciate any suggestions.

[ThomasM125]

You can open the 2019 TurboTax file using the Home and Business software. Once you have it open and verify that the tax due or refund amount agrees with the return that you submited, you can begin the amendment process. You will see this option in the Other Tax Situations menu option, then Other Tax Forms, then Amend a return. It would be wise to save the return under a different name before you start the amended return in case you need to start over for some reason.