Get your taxes done using TurboTax

A follow up to my April 18, 2021 message.

 

I opened a copy of my 2019 return and made certain that the most recent TurboTax updates were installed.

 

Next I indicated I needed to amend the 2019 return.

 

As a test I entered $111 for Box 11A of Schedule K-1 in Interview Mode.

 

Then, in Forms Mode I entered “ED 67(e)” and $555 in Line H in the Other Adjustments to Income Smart Worksheet as described in my April 18, 2021 message.  

 

I did not remove the $111 Schedule K-1 value I had entered for Box 11A via interview mode. 

 

When I opened Schedule 1, “ED 67(e)” and $555 appeared on Line 22.

 

When I opened the “corrected” Form 1040, $555 appeared on Line 8a.

 

When I opened Form 1040-X, -$555 appeared on Line 1, Column B, and the value for Line 1 Column C was $555 less than the value for Line 1 Column A.

 

The $111 I had entered for Box 11A of Schedule K-1 did not appear to make it through to the final forms.

 

So it appears the procedure I described in my April 18 message does work for amended returns.