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Level 3
April 9, 2022
Question

How do I transfer an amended 2020 1040X return to 2021?

  • April 9, 2022
  • 1 reply
  • 7 views
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1 reply

George4Tacks
Level 15
April 9, 2022

The same as any other return. If you renumbered the client, the proforma that client number. It is done in the 2020 return, Tools > Tranfer Clients (Proforma to 2021)

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NannrAuthor
Level 3
April 10, 2022

Not sure I understand.  Since I added an X to the client number to amend the 2020 return, I transfer this to the 2021 return and remove the X?  

IRonMaN
Level 15
April 10, 2022

X marks the spot ———- and it doesn’t hurt leaving it in the client number.  Just don’t transfer the original return too ———- that could lead to confusion down the road.  That’s  why I never make a copy - I just correct the original return.

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