can I amend a return filed with another accountant?

[SherrieV301]

Greetings,

I used an outside accountant to file my 2021 return. This accountant marked me as single/0 instead of HoH.  I want to amend my return using turbotax and in general leave no longer use that accountant in the future. Is there a way to amend my return using TurboTax? I tried looking up the information and the only amend options are for taxes already filed through TT.

Thank you

[VolvoGirl]

Yes but it might be a hassle.  

For the current year you can use the online version by first recreating the original return exactly as filed.  Then pay the fees and say to mail it and print it out so it think you filed it.  Then when it matches every line you can amend.  How to amend an Online return

How to amend (change or correct) a return you've already filed

Or you can buy the Desktop CD/Download program here, https://turbotax.intuit.com/personal-taxes/cd-download/

You will have to print and mail the amended return.  You can only efile it from the same account the original was Accepted.

[NCperson]

just curious, do you have a qualified dependent to add to your tax return to be HOH???? what caused the confusion with the accountant????/

[xmasbaby0]

Did the accountant leave out a qualified dependent that you could have claimed on your tax return?   Unless you have such a dependent you cannot file as Head of Household.

Am I Head of Household?

https://ttlc.intuit.com/questions/1894553-do-i-qualify-for-head-of-household

https://ttlc.intuit.com/questions/2900097-what-is-a-qualifying-person-for-head-of-household

[Critter-3]

If you did have a dependent on the return and you did not have any taxable income or tax liability filing as SINGLE then  switching to HOH will not get you anything more.  If so the accountant did you a favor in this case as the IRS can audit you for HOH filing status but never for Single. 

[SweetieJean]

single/0 generally refers to W-4 withholding, not your actual tax filing status.  Look at your Form 1040.  Which box is checked for Filing Status at the top of the form?

2021 Form 1040 (irs.gov)

[JackHoover]

Yes, you can amend a return even if it was filed by another accountant. You’ll just need to fill out the amendment form (1040X in the US) and send it in—TurboTax sometimes limits this if you didn’t file with them originally. In that case, you can do it directly through the IRS or get help from a tax advisor. I had a similar issue and got clear guidance from Eddar Belastingadvies —might be worth checking them out so you don’t miss anything.

[xmasbaby0]

@JackHoover Not sure why you are posting to a thread that has had no activity since 2021.    But here is some information on amending a return prepared elsewhere by using TurboTax.

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.