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Level 2
March 31, 2023
Question

Amending returns not originally prepared in ProConnect

  • March 31, 2023
  • 1 reply
  • 15 views

Hi-

I need to amend a 2020 tax return using ProConnect that I did not originally process.  In order for me to amend it through ProConnect do I need to enter the details of each line item?

 

Thank you-

Ann

 

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1 reply

itonewbie
Level 15
March 31, 2023

If you are planning to e-file the return, the IRS will get the complete set.  So, yes.

If you file on paper, you may be able to get away with just including the forms and schedules that were changed but the IRS is not as clear about that in the instructions as in the past.

In any case, I would replicate the entire return (and price that in).

Even for forms and schedules that don't affect the rest of the return, the only way to get the amended return done in programs like ProConnect Tax is to prepare the full return.  Otherwise, you're looking at manually preparing the 1040X plus the affected forms/schedules on a form filling software like IntelliForms and filing these on paper.

---------------------------------------------------------------------------------Still an AllStar
Level 2
March 31, 2023

Thank you for the response- that's what I'll do.