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Missed submitted tax file for 2022 on Mac, how can I amend my return?

Hi,

I filed my taxes via turbotax downloaded version (not online) and submitted it. I got my refund. Then I realized I had to amend as there was something missing.

I tried to start amend process but after some time the tax file was overridden. Somehow the original version went missing. Now I can't find my original 2022 return .tax file (not the pdf file) and can't start amend process.

How can I get my submitted tax file for 2022 so that I can start amend process again?

Thanks

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Missed submitted tax file for 2022 on Mac, how can I amend my return?

4 Replies

Missed submitted tax file for 2022 on Mac, how can I amend my return?

Mac automatically saves the .tax2022 file.  How to find tax files on Mac

https://ttlc.intuit.com/community/tax-data-file/help/find-your-tax-data-file-in-mac/00/26206

Missed submitted tax file for 2022 on Mac, how can I amend my return?

Thanks for the answer.

I actually checked all the files in Mac but all of the tax files are updated versions of my original submitted one.

Previously I saved one incomplete copy (tax file) while filling my tax forms and somehow all existing ones are incomplete like that one. When I tried to start amend process, it started on top of an incomplete version that I had.

 

EDIT: I was able to find the file

Missed submitted tax file for 2022 on Mac, how can I amend my return?

GOING FORWARD .... ALWAYS SAVE A PDF & .TAXFILE ON A SEPARATE STORAGE MEDIUM LIKE A THUMB DRIVE TO PRESERVE THE INFORMATION INTACT.  

 

This is my mini version of  a tutorial  that should be in the downloaded program: 

 

 

What is Forms Mode?

Forms Mode lets you view and make changes to your tax forms "behind the scenes."

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.

Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.

                  

Related Information:

                             

If you want to play around with different figures and tax scenarios without affecting your original return you can ….

  • >>>In the TurboTax CD/Download software by creating a test copy
  • 1.  Open your return in TurboTax. 
  • 2.  From the File menu, choose Save As. 
  • 3.  Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name). 
  • 4. Click  Save. You are now safely working in the test copy and anything you do here will not affect the original. 
  •  https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return

                        

  • >>  use the WHAT IF tool: 
  • - Click Forms Icon (upper right of screen) or Ctrl 2 (forms view) 
  • - Click on the Open Form Icon 
  • - In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form 
  • - You will see the worksheet on the right side of the screen; enter the information right into the form 
  • - To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1

 

Once you have filed successfully … you can shut off the auto updater function and then save the return &  .taxfile.

 

For Windows, up in the top menu, you  can set the  "Updater Preferences" to "Always Ask" or more commonly set to "I don't have an internet connection"  (even if you do), and then you are not forced to update....and can manually force an update when you choose to do so.   And then you can open the file(s) at any time with no forced upgrade.

 

But that's the Windows software.....not a MAC. For a MAC you cannot turn off the auto updater  HOWEVER  you can simply disconnect from the internet before opening the tax return.

 

                    

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:

  1. From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
  2. Browse to where you want to save your backup.
    • Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
  3. In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
  4. Click Save and then close TurboTax.
  5. Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

Related Information:                             

 

AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

 

AND protect the files :

 

*** Other clues to the downloaded program ***

 

In the forms mode ... double click  or right click on a box on a form to data source it ... sadly it doesn't work on all boxes. 

 

What's the meaning of all the different colors in Forms Mode?

When you look at an onscreen tax form using Forms Mode, you might wonder why one figure is blue and the one next to it is red or black.

These colors indicate the source of that data.

Color

 Meaning

Blue

You entered this data, either in the interview or Forms Mode.

Black

The program entered this data or calculated this amount.

Red

This data has either been overridden or is invalid (for example, a ZIP code that doesn't exist).

Red italics

You marked this amount as estimated.

Black italics

The program calculated this amount from an amount you marked as estimated.

Purple

This information has supporting details.

Aquamarine

This data was transferred over from last year.

Green

This data was imported from Quicken or QuickBooks.

Yellow fields (Windows)

Yellow fields allow user input. Anything you enter here shows up in blue.

Missed submitted tax file for 2022 on Mac, how can I amend my return?

it seems you went into the original file and made changes. you will have to undo those changes to get back to the original.  with the desktop version you should be able to review the return to make sure it's back to the original.  if unsure you should be able to go online to the IRS website and download/view a transcript of the original (tax return transcript). once done save the file and close Turbotax.  Restart Turbotax and look for the gray or blue amend icon and click on that. Then make your changes.

https://www.irs.gov/individuals/get-transcript 

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