How can I amend 2024 return with TurboTax which I filed with TaxAct?

[amber_1075]

I used TaxAct for 2024 but it failed to use my Medicaid waiver payments. TurboTax is very easy to use to amend, I filed 2025 with Turbo and amended later. I tried to amend 2024 with Taxact I filed it, all mess. I would like to use Turbotax for it.I understand my first step is to purchase the software for 2024 and enter all info as I did it with taxact. Will it ask me to file it again? How can I proceed to amend it bypassing the filing?

[xmasbaby0 · Accepted solution]

CAN I USE TURBOTAX TO AMEND IF THE RETURN WAS PREPARED SOMEWHERE ELSE?

If you did not use TurboTax to prepare your tax return, it is possible to amend the return using TurboTax but it will really be a pain.  It would be better to use the software or service used to file originally.  If a paid preparer made a mistake on your tax return, that tax preparer should do the amended return for you at no charge.

In order to use TurboTax to amend your return, you need to purchase the desktop software for the tax year and re-create the return EXACTLY as it appeared when it was filed with the IRS/states.  Every line has to be the same.  Then you have to "trick" the software into thinking you filed by saying you will mail the return. (but do not mail it)   AFTER that, you use the software to prepare a Form 1040X, which has to be printed, signed and mailed to the IRS.  It takes the IRS about 4-6  months to process an amended return

https://turbotax.intuit.com/personal-taxes/past-years-products/

You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.

[fanfare]

The approach the two tax programs have for AMEND is different.

TaxACT requires a paper or PDF printout of your originally filed return.

TurboTax does not.

In my opinion the TaxACT process is more straightforward.

@amber_1075