Can a TurboTax expert help me file a 1040X to amend a previous tax return? Or do they only help with new returns?

[platenscrews]

I need to add form 8606 to correct a backdoor ROTH contribution. I was hoping I could pay for TurboTax Premium and have someone walk me through this process.

[Roy Maier]

I know you can help with amended returns. My question is can you get the status of my amended 2020 tax year submission? Your last email to us about it was on March 28,2021. it said: 'You're officially finished filing your amended federal taxes – nicely done! and Your refund will be issued and arrive by mail at the address you selected.'

We have not yet heard from IRS nor from you about receiving the corrected refund. Has it been lost? Must we redo it. Can we use the 1099-r of 2020 for 2021 to get the credit for our paid taxes? The amendment was for a change to the amount entered on the tax return from $337 to the correct amount from the 1099-r of $1337.

Thank you, Roy Maier

[xmasbaby0]

@Roy Maier 

TurboTax NEVER knows the status of your return after you file it, nor can TurboTax find out or intercede with the IRS for you.   The IRS does not share any information with TurboTax after you file.

Even during “normal” times it takes about four months for the IRS to process an amended return.  During the pandemic and due to the severe backlog at the IRS it is taking much longer—six months or more for many amended returns.  Do not expect quick results from amending.  When the IRS issues a refund for an amended return it will be by check.  They do not make direct deposits for refunds for amended returns.  You can watch for information here:

https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1

And....NO.....  You cannot use a 2020 1099R on your 2021 tax return.   

Wait patiently for the backlogged IRS to process your amended return.

[fanfare]

@platenscrews 

how to amend.

You must have a copy of the original tax return you want to update (or a transcript).

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The simplest way is to prepare your correct tax return (using TurboTax for example, or other means) and print it.
Then lay the paper printouts of both returns (correct and original) side-by-side.
You now have all the information needed to prepare Form 1040-X by hand.
It's pretty straight-forward.

The blank form as fillable PDF and its instructions are available at www.irs.gov.
Refer to the Instructions for what is to be attached to Form 1040-X. (TurboTax , even if used, does not do this part for you).

Do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return.
Mail to the address shown in the Instructions.