Question

Need to file amended return for 2020

Forum|Forum|4 years ago
March 8, 2022
1 reply
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My 2020 return was e-filed in April 2021. I failed to include stock dividends reported on a Form 1099-DIV so I need to amend my 2020 return for the stock dividends. I used the TurboTax 2020 software on my laptop to prepare the 2020 amended return. The Form 1040-X that was generated by TurboTax is "Rev. January 2020". The IRS Form 1040-X Instructions state to use the July 2021 revision of Form 1040-X to amend 2019 and later tax returns.

How do I get the July 2021 revision of Form 1040-X to generate when using TurboTax 2020?

H

HeatherPLO

If you need to correct a form after you filed it, please see this Help Article for instructions on how to file an Amended return.

[edited 3/8/22 3:08 PM CST]

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B

BarbK1Author

Thanks for your reply. I have already amended the 2020 return using the TurboTax 2020 software installed on my laptop. The issue is that the Form 1040-X generated by TurboTax 2020 is "(Rev. January 2020)" and the IRS Form 1040-X Instructions state that the July 2021 revision needs to be used for amending returns for 2019 and later.

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psk

I am having the same problem. TT is givng me 1040-X revision January 2020. While the latest 1040-X on IRS is from 2021. IS it ok to file the one TT is giving us?