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June 1, 2019
Question

Best way to amend deprec in returns using TT? I need to amend '17 and '18. Can I amend 2017 and use that file to then amend 2018? Or do I update 2018 manually?

  • June 1, 2019
  • 1 reply
  • 0 views
I meant, amend 2016 and then 2017.  Haven't filed 2018 yet, have extension.  Will use amended 2017 to prep 2018...

    1 reply

    VolvoGirl
    Employee
    June 1, 2019

    Sorry no.  You have to amend each year by using the original filed return.  So you can't use the new amended return to update the next year.  You have to amend and enter the changes manually each year.  

    Then mail each amended return in a separate envelope.

    You can transfer the amended 2017 to start a new 2018 return.

    April 26, 2020

    Hi, I'm confused! The first sentence says you can't use the new amended return to update the next year, it has to be done manually. But the last sentence says you can transfer the amended 2017 to start a new 2018 return. It seems like starting a new 2018 return would be the same as using the amended return to update the next year?

     

    So do I...?

    2017Orig -->Amend --> 2017Amend

    and separately,

    2018Orig -->Amend -->2018Amend

     

    --or--

    2017Orig -->Amend --> 2017Amend -->Import to TT2018 --> 2018New?

    And if I do the latter, how do I tell the IRS that 2018New=2018Ammend?

     

    Thanks for any advice!! Trying to get these finished before I actually file 2019!

    @aelaina

     

    VolvoGirl
    Employee
    April 26, 2020

    If you already filed an original return for a year (like 2018) you can not transfer again from the prior year.  You have to amend starting with the actual filed original return.  And then manually make any changes to it.

     

    You can only transfer from the prior year (original or amended) into new blank return.

     

    Again.....you have to Amend by starting with the originally filed return.  So you can't transfer into a new 2018 return.  You need to amend the existing 2018 return.  You can't start a new one.

     

    The first guy hadn't filed 2018 yet so he can start a new 2018 return by transferring from the amended 2017.