Hello Bill,
I don't know if you are able to provide any input to the software developers, but this is something they should take into account. The step-by-step should notify the user that HSA allocations are being made for each spouse, and give the user the option to alter them.
Beyond that, it is not clear to me why I would need to re-do the entire 2021 tax return after amending my 2020 return. It seems to me, if the only thing I altered on the 2020 return was the HSA forms, then when the 2020 data is pulled over to 2021 the only thing that would change is the 2021 HSA forms. Perhaps what you are saying is that the only way to get the 2021 program to go back to the 2020 tax file and gather updated information would be to delete the current 2021 return and start the process all over again once I have finished the 2020 amendment. But how could that be true? I expect it is not uncommon for people to have to amend returns a year or two after they first submit it. I know that not all amendments create alterations in later tax returns but clearly sometimes they do.
That being said, I tried starting the process of amending our 2020 return already and because the Step by Step does not give you the option to alter the allocation, my attempts to switch to the "form" format and alter the figures on the form only result in Turbo Tax alerting me that the form is in error. I may be able to print out the altered form and send it to the IRS as a 2020 amendment but I suspect any attempt to get Turbo Tax to carry that data forward to a new 2021 return will not be successful.
Thank you,
Jeanette
