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Level 2
April 3, 2024
Question

Amend Return to include Data from Amended return in previous year

  • April 3, 2024
  • 1 reply
  • 4 views

I filed 2021 and 2022 1040 Return. I then Amended the 2021 return. I now want to amend my 2022 return with the information from my amended 2021 return. Any insight on best practice to do this would be appreciated. 

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    1 reply

    George4Tacks
    Level 15
    April 5, 2024

    You will need to meticulously edit the 2022 for any changes, AFTER you set the 2022 for amending. When you do the setup to amend it copies the 2022 data to the 1040X, as originally filed. Then edit to 2021 amendment changes and any more you need to do.

    There is no easy path to this.

    Answers are easy. Questions are hard!