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Level 2
March 29, 2021
Solved

Triggering 1040X ammendment process

  • March 29, 2021
  • 2 replies
  • 11 views

I already filed weeks back, but Turbotax launches with the following (it's worth noting I did file these forms when a e-filed):

Hitting Continue clearly shows that the filing is complete:

 

 

 

At this point it's not clear where to amend. If I start the amend process from a non-loaded file, it amend process starts totally blank. How does one trigger an amendment 1040X at this point? This is the TT full client on Mac.

    Best answer by Robert V

    Ok, support struggled with this..but the "fix" was relatively easy. Use the "Search topics" menu option, and search for 1040x. Opening it here triggers the amend process and you're on your way.

    2 replies

    fanfare
    Level 15
    March 30, 2021

    Step 1 

    always make a hard copy of your original return before doing anything.

     

    Step 2

    now that your return is open, you can press AMEND.

     

    You can't amend a new tax return with nothing in it.

    Sheesh.

    Robert VAuthor
    Level 2
    March 30, 2021

    I know, instructions in general state that you should select amend on the first screen. That first picture is what I see on the first page..  I have no option to select amend. I'm making an assumption that first screen/picture has to be a bug because everything was already filed which you can see on the second screen/picture. Clicking next after that page goes directly to the "You're done" screen.

     

    I have another file for another completed filing (parents), and I can clearly see where you are supposed to amend on the first screen (and it works):

     

    Robert VAuthorAnswer
    Level 2
    April 7, 2021

    Ok, support struggled with this..but the "fix" was relatively easy. Use the "Search topics" menu option, and search for 1040x. Opening it here triggers the amend process and you're on your way.