☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 15, 2022 8:28:57 AM

2021 tax filing after a 2020 amended return

I purchased and installed my new 2021 turbo tax software in mid Jan. Shortly after I got it I initiated my tax 2021 tax file in turbo tax and entered what I could.  In late Jan I discovered an error on my 2020 taxes and needed to amend both my federal, state (IN) and create and file an additional 2020 return for IL.  Can I be sure that the file I created for 2021 return will pick up the amended returns details or should I delate the orignal created file and start over again?  Once again, this file was initially created before I initiated my 2020 amendment.

0 1 185
1 Replies
Expert Alumni
Feb 15, 2022 8:48:07 AM

You will need to delete your 2021 return. Your 2020 amended return information won't get picked up into your started 2021 return. Once your 2020 return is complete, you may transfer that information and reenter your 2021 information. 

 

As a reminder, you'll need to amend if you already mailed your return (or the government accepted your e-file) and:

  • You need to report a tax form you forgot about or received post-filing (most commonly a W-2, 1099, or 1095-A)
  • You received a corrected tax form after filing (the "corrected" box is checked) and the new info changes your refund or tax due amount
  • You forgot to report income or claim dependents, deductions, or credits
  • You accidentally claimed dependents, deductions, or credits you're not eligible for
  • You made an error that affects your bottom line, such as reporting income or deductions in 2020 that should've been claimed in a prior tax year (in that case, you'll need to amend all affected tax years)
  • You need to change your filing status (for example, you want to change from Single to Head of Household)
  • We instructed you to amend because of a program error (uncommon)