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cmeder5-gmail-co
Level 3
February 3, 2021
Question

I am new. I go to send an email invite through the portal and it sets up the tax file like I'm doing an amended return? I don't get it. What am I doing wrong?

  • February 3, 2021
  • 2 replies
  • 16 views
For every client I after I send an email request, it sets up a tax file under tax returns which presumes this will be an amended return?  I am beyond confused.
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2 replies

conveniencebrokerage
Level 4
February 3, 2021

Did you click something on 1040 that statues an amended return , it seems like you probably did that by accident check your 1040 snd see if you did that first 

cmeder5-gmail-coAuthor
Level 3
February 3, 2021

I didn't ask for an amended return, what is the procedure to "roll over" information from a prior year return to start a new return?  I suspect I just don't know how to do that.  I have an Apple and wasn't able to use the wizard to bring in clients 2019 returns... so Intuit did it for me.  So when I'm starting the 2020 return I click on that original file.  I suspect something is going on there.  The whole thing is just not intuitive for me.

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