Skip to main content
Level 5
September 26, 2023
Question

Client reviewed his 2019-2021 CA tax returns and saw that his preparer marked him as a resident of the CAHe was a resident of Washington, at that time.

  • September 26, 2023
  • 1 reply
  • 18 views
So he is owed a CA refund for those years.
Here's the problem.  His tax preparer has retired.
What is the best strategy to prepare a CA amended return if I didn't do the original?
Thanks, Chrisopher
This topic has been closed for replies.

1 reply

Just-Lisa-Now-
Intuit Community Champion
September 26, 2023

You'll need to recreate the original then amend it.     Probably be difficult without recreating the original federal as well....how much $$ in taxes are we talking about?  Will it be worth what you'll charge him to do all this recreating and amending for what its worth in tax savings?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13
September 26, 2023

Did he work in CA but live in WA? Different answer, if true.

Otherwise, did the TP sign the returns, attesting that all information included therein was true, correct and complete?

Apparently, all information was not true, correct and complete.

** I'm still a champion... of the world! Even without The Lounge.
Just-Lisa-Now-
Intuit Community Champion
September 26, 2023

Very true, I only addressed the logistics of amending the state return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪