I know this has been asked before, but I'm not getting the warm fuzzy I'm looking for.
I have 6 older versions of TurboTax on my Mac. I was about to delete them when I wondered: how do I amend prior returns? Can I delete these old versions and still access the installers from Intuit if I had to amend a return?
I have saved all my returns & worksheets as PDFs, but what if I had to amend a return? Do I have to keep older versions installed just in case?
Thanks!
You would not be able to reinstall TurboTax for any year earlier than three years prior to the current year. As of now, you would not be able to reinstall any year earlier than 2021. But it is also very unlikely that you would have to amend any earlier year. It's too late to get a refund from an amended return for any year earlier than 2022, and the IRS does not audit tax returns more than three years old except in unusual circumstances.
As long as you have PDFs of the older tax returns, I would suggest that you can safely delete the software for 2020 and earlier. In the very unlikely event that you had to amend an earlier year, you, or a tax professional that you hire, could do it manually using downloaded forms.
You would not be able to reinstall TurboTax for any year earlier than three years prior to the current year. As of now, you would not be able to reinstall any year earlier than 2021. But it is also very unlikely that you would have to amend any earlier year. It's too late to get a refund from an amended return for any year earlier than 2022, and the IRS does not audit tax returns more than three years old except in unusual circumstances.
As long as you have PDFs of the older tax returns, I would suggest that you can safely delete the software for 2020 and earlier. In the very unlikely event that you had to amend an earlier year, you, or a tax professional that you hire, could do it manually using downloaded forms.