Can I e-file an amended 2022 return with TurboTax (2022) desktop as of 12Feb2024?

[mmcmahon14]

I have already prepared the amended return using TT2022 desktop. Is it impossible for me to e-file it or is it possible but just at some later, TBD date? Please cite a reference if you know the answer.

[MarilynG1]

Your 2023, 2022, or 2021 federal Form 1040-X amended return may be eligible for electronic filing if the original return was successfully e-filed using TurboTax. 

However, there is a chance your return cannot be electronically filed. If this happens, you'll need to print and mail your tax return.

Did you get an Error Message when trying to Efile your Amended 2022 return?  If you can clarify with more details, we'll try to help. 

Here's more info on Efiling Prior Year Returns.

[mmcmahon14]

Thank you Marilyn.

Yes, I did read that note and I have read the instructions.

When going to the Filing step, I get “E-filing is closed for the season, you can file by mail. You can still file this return, but you’ll need to walk through printing and filing by mail. TurboTax e-filing closed for the tax season on October 16, 2023.”

I can then proceed through the e-filing process as if I never got that message. I get all the way through to the transmit return step and it says that more information is needed. I then get a page to “Correct Your Signature Date … Your signature date must be on or after 01/01/2023 through 12/31/2023.” I’ve tried to change the date and post date it tom12/31/2023 but it didn’t work either.

[AmyC]

Efiling for an original 2022 return is closed but not for an amended. However, you must have used our software for the original to file the amended. I think either the program doesn't realize you have an amended return or you didn't use our services for 2022. 

If you did file with us and are doing an amended return and it is still not wanting to process, you will need to contact support.

[mmcmahon14]

Update after talking to live support:

So, after sharing my screen with the phone support agent and her investigating, I was told that it's not possible to e-file an amended return with the desktop version of TurboTax, only the on-line version. It has to be e-filed. Initially, I suspected the problem was that I failed to save a separate copy of my unamended 2022 return. The app doesn't prompt you to do that; you just have to know by reading some other instructions. Based on the screens I was seeing, it seemed that the TurboTax app was thinking that I was trying to file a regular 2022 return again. In any case, printing, mailing and waiting a long time are in my future.

If that is, truly, the right answer, TurboTax could have saved me some time and effort by not leading me down the e-file path. A tactically placed info screen might be appropriate.

UPDATE: I gave up and mailed it in. That in itself was confusing, as there is differing and slightly ambiguous information on-line ( including the 1040ZX instructions) as to what forms to be included. I guess I'll find out in another six months if I did it right.