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Solved

Intuit seems to have incorrect information on e-file for 1040-X

Forum|Forum|4 years ago
February 13, 2022
3 replies
0 views

I need to amend the 2020 & 2019 returns. I have completed the amending , the online system says I cannot e-file a 1040-X.

Even this link says the same thing:

"For years prior to 2021, you'll need to print and mail your amended return. Follow these instructions to amend a prior-year return."

Can I e-file my 1040X to amend my return? (intuit.com

According to the IRS's own information, that is not true.

You can now file Form 1040-X electronically with tax filing software to amend 2019 or 2020 Forms 1040 and 1040-SR. To do so, you must have e-filed your original 2019 or 2020 return

https://www.irs.gov/forms-pubs/about-form-1040x

So then with that, how can I e-file the 1040-X?

Do I have to go through another service then?

TurboTax Self Employed Online

Best answer by fanfare

You will not be able to use other tax software because that service will not have a record of your original 1040 e-Filing, which is a prerequisite.

With DIY software like TurboTax, only the current year 1040-X can be e-Filed, only until Oct 15, and only one time.

Kat11_2

Employee

From the info you cited, it appears that TurboTax does not support e-filing 1040-X for any year prior to 2021. So your choices are to print, sign and mail your amended returns or use another tax software program.

I'm so sorry for the inconvenience. This is a question that's been asked quite a bit this year. But your info was updated 2 days ago, so you have the most current information.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

fanfareAnswer

Employee

You will not be able to use other tax software because that service will not have a record of your original 1040 e-Filing, which is a prerequisite.

With DIY software like TurboTax, only the current year 1040-X can be e-Filed, only until Oct 15, and only one time.

Kat11_2

Employee

@KNERD I do know that TurboTax is often able to use a PDF to amend a return prepared in a competitor's software. You may want to inquire about the reverse using another software. If you're able to transfer your original e-filing using a PDF, you may also be able to amend using the competitor's software.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

Paragon23

@KNERD

Had to sign up because these people are giving people incorrect information that contradicts what is available on the TurboTax site. Please take a look at the information on the following two pages.

https://turbotax.intuit.com/tax-tips/amend-return/amending-your-income-tax-return/L4B7pN42I

Step 4: Submit your amended forms

Beginning with the 2019 tax year, the IRS allows you to e-file amended tax returns if you filed the original return electronically and provided that your tax software supplier supports electronically filing amended returns. To amend a return for 2018 or earlier, you'll need to print the completed Form 1040-X and any other forms you're amending. Attach any necessary supporting documentation, such as:

Any new or amended W-2s or 1099 forms
Other forms or schedules that changed, such as Schedule A if you updated your itemized deductions
Any notices that you received from the IRS regarding your amended return

Mail all the forms and documents to the address provided in the instructions or electronically file the return if you are able to.

https://turbotax.intuit.com/tax-tips/amend-return/how-to-file-an-amended-return-with-the-irs/L6kO691J8

Can I use tax preparation software to amend my return?

Yes. TurboTax walks you step-by-step through amending your federal income tax return.

Can I e-file a Form 1040-X?

Yes, the IRS began accepting e-filed amended returns for 2019 and later tax years. However, for an amended return to be electronically filed, your originally filed tax return has to have been electronically filed as well.

The IRS system typically allows you to e-file amended returns for the current tax year and the two prior tax years. Amended returns for year prior to this time period cannot be e-filed. You will need to file these amended returns for older year by printing and sending them in by mail.

Not all tax software providers support electronically filing amended returns for other than the current year. If not then you will need to file your amended on paper and mail it to the IRS.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/e-[product key removed]-return/L9tXL1Nuh_US_en_US?uid=lgrhutni

Can I e-file my federal Form 1040-X amended return?

SOLVED•by TurboTax•6962•Updated 1 month ago

Your 2022, 2021, or 2020 federal Form 1040-X amended return may be eligible for electronic filing if the original return was successfully e-filed using TurboTax. However, there is a chance your return cannot be electronically filed. If this happens, you'll need to print and mail your tax return.

If amending for a year prior to 2020, you need to print and mail your amended return. Follow these instructions to amend a prior-year return.

Note: For amendments prior to tax year 2020, you must mail a paper return. While the Internal Revenue Service and your state may accept e-filed amended returns, TurboTax may still have you mail a paper return. This includes amended California returns.

Three weeks after mailing your amendment, you can start tracking it at Where's My Amended Return? on IRS.gov.

Related Information:

jrm-tx

I don’t get it. I just went through TT process to amend my 2022 tax return, only to be told at the end that I have to print it and mail it in. I could’ve sworn I saw something indicating I could e-file it. Is there something about the transition into the new year — i.e. January 2024 that disables the e-file capability for a window of time? In other words, if I wait a bit can I e-file the amended return and skip the print and mail bad solution?

mglauner

Yes, you can Efile your 2022 Amended Return.

Since you have up to three years to file an Amended Return, you can wait a bit to Efile your Amendment.

There may possibly be a reason you would not be able to Efile an Amended 2022 return, but not because the Efile window has closed. Actually, Efile officially opens on 1/29/2024 this year, so you could try again after that date.

If you were able to Efile your original return, and then added a particular form to your Amended Return, you may not be able to Efile your amendment. Since we can't see your return in this forum, we wouldn't know that (unless your 'Unable to Efile' message has some details).

Here's more info on Can I Efile My Amended Return?

@jrm-tx