How to amend to claim Tax treaty from prior Tax year

[Sabquat]

Hi,

We (me and my spouse) became tax residents in 2022, therefor we claim the standard deduction in our 2022 Tax return. However, we were both on student visas in 2022 (I was in F1-OPT and my spouse was in F1) and originally from Bangladesh. Therefore, we could claim tax treaty benefit (under the US-Bangladesh tax treaty, section 21(2)) for the 2022 tax return along with the standard deduction. In this circumstance, how can I amend our 2022 Tax return claiming tax treaty benefits? Additionally, we prepared our 2022 tax return with HR Block; I am not sure what would be the easiest way to pull our 2022 tax return information in the TurboTax system.

Lastly, we became permanent residents in August 2023; if I understand correctly, we are no longer eligible to get benefits from the tax treaty, right?

[JohnB5677]

Just to clarify your situation.

• You had your 2022 tax return prepared by H&R Block?
• Do you have access to them?
• It would be best to do the amendment with them!

Amended returns require the original copy of your return.

The electronic copy will work best.

.

[Sabquat]

Hi,

1. Yes, I had prepared my 2022 tax return by H&R Block.

2. I have access to the H&R Block online portal and can download my last year's tax return. Note that, I have submitted my tax return electronically through the H&R Block portal.

3. I do not want to amend with H&R Block as my last year experience with the H&R Block is not very smooth.

In this situation, is there any way to amend via TurboTax?

[JohnB5677]

Yes, If you have an electronic PDF file from H&R Block, you may be able to transfer it to the TurboTax platform.

First you will get the TurboTax software, then transfer the H&R Block PDF.

Yes you can file your 2022 or amend taxes with TurboTax.

You will have to use the Desktop/CD version of TurboTax.

You can use this link to get started.  File your previous years taxes.

• Select the year (2022), and evaluate what information you need to enter.
• You can download the program directly onto your computer or laptop.
• In this case you will be creating a new 2022 tax return, so you can simply follow the interview.

Can I transfer last year's PDF into TurboTax Desktop 2023?

1. Sign into your TurboTax 
2. Choose New Tax Return from the File menu.
3. Select Start a New Return.
4. When you get to the transfer screen, select Browse.
5. Navigate to your PDF file, 
6. Select Open, and follow any onscreen instructions.
7. See Can I transfer last year's PDF into TurboTax Desktop 2023?

To start the amend process:

1. Sign in to TurboTax
2. On the home screen, scroll down to Your tax returns & documents and
3. select the year you want to amend
4. Select Amend (change) return, then
5. Amend using TurboTax Online
   1. If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax CD/Download below instead.
6. On the screen OK, let's get a kickstart on your amended return, select the reason(s) you're amending and Continue.
7. When you reach Here's the info for your amended federal return, select Start next to the info you need to change.
8. Continue through the screens, 
9. Make the changes you need to make, and carefully answer the remaining questions to finish amending your return.

I know this is a lot to take in
Please contact us again with any additional questions.

[Sabquat]

Could you please provide me the link to download the appropriate version of turbotax desktop? Note that, I have a 1099-NEC (as a realtor’s commission rebate for purchasing new home). I would also like to take live assistance and audit support.

[PatriciaV]

Here is the link to all TurboTax CD/Download Products. TurboTax Live support is not available for the desktop products but is available with TurboTax Online. Audit support is included with all versions of TurboTax.

@Sabquat 

[Sabquat]

Thanks, the only thing I am confused about is the type of forms supported by each type of desktop products. I have HSA accounts (5498-SA/1099-SA), 1099-DIV, 1099-NEC, 1099-INT and W2. Does all of these desktop products support these forms?

[CatinaT1]

Click on View Forms at the bottom of each product column.