KIfyhaM

UGH...I nkow this is off topis, but the 2020 ATX tax software keeps crashing which contributed to the topic at hand, has somehow deleted the amended return I paid for as I am doing Pay-Per-Return this season. I'm going to search through the software to figure out what happened and how to restore it. But when I try to another one it asks me to pay again. This season using ATX has been and is very frustrating with its constant crashing and freezing and other weird software issues that I have to report about. Any advice or suggestions?

20 hours ago, Pacun said:

I don't have step by step solution but this is what I did with one return.

make a copy of the return that you sent to the IRS. 

Go back to the original one and add the expenses and efile NY.

Go back to the newly created copy, select amend return. This will create a copy again of the return.  Go to the copy of this return and open 1040, add the expenses, then go to 1040X, make sure the changes are correct, add the explanation and create the efile for Federal. Transmit the efile to Federal only. 

Make sure your client has copy of the original filed 1040, the NY filed return and the 1040X return.  I am not sure how NY or the IRS operates but most likely the IRS will send a note to NY and say... "this guy amended in 2020". NY might wonder in a couple of years why you didn't amend NY.

 

Thank you for you help, I will do that. I had surgery scheduled on the morning of the last day of taxes and I was overwhelmed. I feel bad for such a mistake as one client is already facing an audit. The IRS wanted to confirm her identity and held her return, so of course NYS decides to do a full on audit. Luckily, my client is very thorough and keeps he receipts scanned, placed in designated folders and in put created spreadsheets classified by tax forms. Making such a mistake worries me and it is something I've never done before. I don't want to lose my clients trust or have my integrity lowered by this. The clients I have came from accountants whom did not uphold their ethics and standards causing problems that I fixed which is why they stayed with me. but mistakes like this cane cause problems, especially since so much fraud during this covid pandemic. Any mistakes I have made, I've never made my clients pay for and never will. I don't want to lose clients or their respect over this and I will of course do full disclosure. I've been an accountant for almost 15 years, so I am worried how my client will view my work going forward. Do have any advice going forward?

How do I amend a federal return on ATX when the NY state was not sent in yet? I made a mistake and sent in the federal return with the extension. The return was not completed and I need to add more expenses and such which will affect the NY state return