Get your taxes done using TurboTax

I think I figured out part of the answer to my own question:  to make the changes in 2023 TurboTax Premier Desktop for items amended after updating 2022 tax return, one must either:

a) Start over on the 2023 tax return by importing the AMENDED 2022 return.  I chose not to do this due to having to re-enter everything, as I was basically finished with 2023 taxes when I realized I needed to amend 2022.

OR

b) go into FORMS VIEW and locate every instance of items which were amended in 2022 (e.g., total income; AGI; tax liability; expenses on property where depreciation was corrected; etc.).   This was a pretty painstaking process - and it required reviewing line items below the item which changed.   Interestingly, sometimes Turbotax recalculated items downstream; sometimes, I had to manually change them.

 

For every item I updated in TTax 2023 for 2022 historical items, I used the "Add Supporting" detail to explain to IRS exactly what the before/after looked like.   Hopefully, this also answers my own question of:  How do I tell IRS when I E-File 2023 of the items that were amended for 2022 in 2024!   

 

I think I'll still be stuck with the tax authorities processing my E-Filed 2023 tax return before they complete the processing of my paper-filed 2022 amended return.  But, I hope with the explanations I added to 2023 return, this will satisfy them.