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Changing from paper to e-file and doing so without amendments
Hi all,
I planned to paper file my taxes given an uncommon situation of multiple over-contributions in previous years. Hence, I chose the paper file option in TurboTax as I wanted to manually add some Form 5329s. Yet, New York state does not allow me to paper file and requires me to e-file my federal. I only learned about that after the fact.
So, now I want to switch to e-file my federal and state tax, but Turbo tax does not allow me to do so.
1) First, I can only amend my 1040 to add the over-contributions even though I have never sent my paper 1040 to the IRS. Why can't I just add it to my TY2022 without an amendment?
2) And then how can I change the filing method? The method described here does not work as there isn't "File" in step 5.
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‎April 1, 2023
10:17 AM