Not sure if I correctly this reply the first time, so I’m trying, again. I hope this information helps some of you.
@MarilynG1
Your question is a great one! I will say that 3 out of the 4 “experts” I talked to gave me the same advice: telling me that the online amendment would not work. And it didn’t. With the 4th “expert” I talked to (for 90 minutes, grant you), we tried to amend my return online. After filling everything in, the online version provided me with (or saved) an edited 2023 1040 (NOT a 1040-X). I then, based on my “expert’s” instruction, had to go back and remove any of the edits I had made to my online 2023 tax return.
Based on that experience, my “expert” then had me try to amend everything using the 2023 TurboTax Mac desktop version I bought, based on the second “expert” I had talked to.
One of my many takeaways: TurboTax “experts” need to know TurboTax online and desktop versions of their product. 2 of the 4 people I talked to clearly did not.
