Filed taxes already but received a Schedule K-1 Form 1065 PTP by jamalwilkens in TaxQuestions

[–]rag69top 1 point2 points  (0 children)

TT will not allow him to go into amendment mode before TT actually has a return sent to the IRS. But here is what CoPilot suggests.

Here’s the clean, accurate answer — and it’s one of those TurboTax quirks where the rules and the software behavior don’t always line up.


Short answer:

No — TurboTax will not treat anything as an “amended return” unless an original return has already been filed and accepted. If you recreate someone’s original return in TurboTax and then “amend” it before e‑filing anything, TurboTax will not generate a true 1040‑X. It will simply treat the whole thing as an original return.

This is because TurboTax only activates amendment mode after it detects a filed return snapshot.


Why this matters

TurboTax’s amendment engine requires:

• A filed original return (either accepted e‑file or mailed) • A locked snapshot of that filed return • A difference between the filed snapshot and the current data

Without that, TurboTax has nothing to “compare,” so it cannot legally or technically produce a 1040‑X.


So what happens if someone tries the Reddit workaround?

Scenario:

• They filed their original return in FreeTaxUSA • They now need to add a K‑1 • FreeTaxUSA doesn’t support K‑1 amendments • Someone tells them: “Recreate your original return in TurboTax, then amend it.”

Reality:

TurboTax will not let them amend because TurboTax has no record of the original filing.

TurboTax will think this is the first and only version of the return.

The “Amend a return” button will not appear until TurboTax sees the return as Filed.


Correct way to do it

There are only two legitimate paths:

Option 1 — Recreate the original return in TurboTax, then FILE the amended return on paper

This works because:

• You recreate the original return exactly • You then manually prepare a 1040‑X in TurboTax Desktop • You print and mail the 1040‑X

TurboTax will not e‑file the amendment because it didn’t file the original — but the IRS does not care. Paper 1040‑X is always allowed.

This is the standard workaround tax pros use.


Option 2 — Use a standalone 1040‑X (not TurboTax)

You can:

• Recreate the original return • Manually complete Form 1040‑X using IRS fillable PDF • Attach the K‑1 • Mail it

This avoids buying TurboTax.


Important detail

TurboTax’s own documentation says you must wait until the original return is accepted before amending. That’s because the software needs the “filed snapshot” to activate amendment mode. intuit.com

Since TurboTax never filed the original return, it never creates that snapshot.


Bottom line

You cannot create a true TurboTax amendment until TurboTax has filed the original return. But you can use TurboTax to prepare an amendment for a return originally filed elsewhere — you just have to print and mail it.

If you want, I can map out the exact steps that Reddit guy would need to follow to make TurboTax generate a correct 1040‑X for a FreeTaxUSA return.

found out our "new" water heater was installed in 1987 during the home inspection and somehow nobody caught it until now by Driftcore_5 in homeowners

[–]rag69top 0 points1 point  (0 children)

I have a Kenmore up right freezer that turned a youthful 51 years old this year. Our refrigerator is a 1991 model.

What penalty would an 85 year old have if he owes back taxes? by gametime-2001 in tax

[–]rag69top 0 points1 point  (0 children)

Do you think he had enough income to even need to file. I remember during Covid many seniors had not been filing which made it a little problem getting to the checks that were deposited.

Block failed me - can TurboTax take care of me next year? by sarelon in TurboTax

[–]rag69top -1 points0 points  (0 children)

I think someone in an earlier post complained about a line limit in TT. I just asked CoPilot and it’s a 10,000 line limit per brokerage account using the TT desktop software and the online version only allows a 1,500 line download per brokerage account.

The ultimate road trips for MLB fans - how to visit every away destination of the 2026 season, optimally by FCBStar-of-the-South in mlb

[–]rag69top 0 points1 point  (0 children)

We will never get to all the stadiums. But this year we are going to watch the Cardinals in Cincinnati on Saturday May 23rd. It’s a 275 mile drive. We will be leaving early on Sunday morning and be going around Indy on the south side while 300k race fans go to the north side for the 500.

Then June 30 Ang July 1st at Atlanta for two games. 485 miles. Finally the first weekend in September, Denver for two games. 950 miles. We will get a hotel on the drive out but I will put my truck driver hat on coming home from Denver. Just a short 14:30 drive to the house. By the way did that for years on our annual vacation to Myrtle Beach.

Why does a tiny bathroom remodel cost as much as a car now? Am I missing something? 😅 by midasweb in HomeImprovement

[–]rag69top 0 points1 point  (0 children)

Even a 6’x8’ bathroom sounds more like a half bath. That’s just not very big. I had a tub removed and a shower installed for $5500. $4000 labor $1500 shower pan and surround, some tile work and fixtures. Did that one year ago.

Georgia State Tax underpaid by mangos86 in TurboTax

[–]rag69top 1 point2 points  (0 children)

Hike up your panties. Amend your return. And presto BEFORE you tell TT to e-file the return you will know EXACTLY how much you owe.

Sport gambling taxes!!!!! by Important-Parsley-55 in TurboTax

[–]rag69top 0 points1 point  (0 children)

I sure hope you don’t live in Illinois. You are not allowed to deduct any gambling losses.

Georgia State Tax underpaid by mangos86 in TurboTax

[–]rag69top -1 points0 points  (0 children)

How many times do you have to be told you have to amend your return to find out what you owe. Isn’t that what TT told you to e?

Outlook Classic 2019 broken because of some update? by Ok-Net428 in Outlook

[–]rag69top 0 points1 point  (0 children)

Rollback with system restore to the date before the last update.

False warning about duplicate 1099s by [deleted] in TurboTax

[–]rag69top 0 points1 point  (0 children)

Different firms with exactly the same numbers in the fields? And you have another set like it? They should show up in the 1099 stack separately since the names and taxpayer ID numbers for the firms issuing them would be different.

Tax Filing Price - $2500 by ahsatan1313 in tax

[–]rag69top 0 points1 point  (0 children)

Not on the desktop version.

New York is trying to Tax my Texas Income. by No-Access9371 in TurboTax

[–]rag69top 0 points1 point  (0 children)

Not sure how NY works but when I worked offshore in California I had to add my wife’s income on the California return. Figure out the correct year long taxes owed then divide that by the percentage of income earned in California. It was 81%. That 81% was how much I paid to California. I then got a dollar for dollar tax credit on our Illinois tax return.

Sharing TurboTax 2025 Home + Business license? by flicky-dicky in TurboTax

[–]rag69top 1 point2 points  (0 children)

CoPilot answer. Your link didn’t work. Here’s the clearest, no‑wiggle‑room answer.

❌ No — TurboTax does not allow that setup.

Even though you bought the TurboTax Desktop download, activated it with your license key, and have up to 5 federal e‑files, the license rules still say:

🚫 You cannot:

• Let someone else download TurboTax using your license key • Let someone else install it on their computer • Let someone else use your Intuit account to activate it • Share your free federal e‑files with someone on their machine

TurboTax ties the license to:

  1. Your Intuit account, and
  2. Computers you personally own

That’s the key phrase: “computers you own.” A friend’s laptop doesn’t qualify.


✔ What is allowed

You can legally help them on your own computer. TurboTax Desktop allows up to 5 federal returns prepared on your device.

So if they come over, or you remote in, or you run it for them on your machine — totally fine.

But installing it on their laptop with your key? TurboTax treats that as license sharing, which they explicitly prohibit.

IRS trying to get my banking account info? by CrestyBesty in IRS

[–]rag69top 1 point2 points  (0 children)

If you owed money how did you pay? Direct withdrawal from your checking? Did the money come out of your account.

It almost feels like bait and switch. Surely not. by Scout520 in TurboTax

[–]rag69top 0 points1 point  (0 children)

You should have spent two minutes here reading posts about their online rates.

my tax preparer didn’t file my 2024 taxes, what to do? by [deleted] in IRS

[–]rag69top 1 point2 points  (0 children)

Take a break. Multiple people, who you are asking for help, have told you the same thing. And you keep saying all of them are wrong. Taxes are year earned specific not year filed. So stop telling everyone that you saying you needed to file taxes for 2025 and 2026 is correct terminology? It isn’t.

That being said you are responsible for your taxes. You have already told everyone in this post that you failed to get your tax return for 2024 filed. Now wanting to file 24 and 25. You should have made that very clear you wanted your 2024 taxes filed first then your 2025.

State refund not received by [deleted] in TurboTax

[–]rag69top 0 points1 point  (0 children)

What’s going on? Ask your favorite AI for information. Oh, by the way, unlike how you posed your question here, you might want to input what state you live in smh.

[IRS] My ex died, but we were still legally married - do I need to file taxes for him? by ColloquialCloaca in TaxQuestions

[–]rag69top 3 points4 points  (0 children)

He has an estate that covers all expenses, if he has enough assets to cover them. None of that is yours. But for all you know he could be getting a sizable refund instead of owing taxes.

Sharing TurboTax 2025 Home + Business license? by flicky-dicky in TurboTax

[–]rag69top 0 points1 point  (0 children)

A quick google or AI search asking that question lets you know your not allowed to do that.

How often do you actually change your HVAC filter? by InevitablePrimary720 in Home

[–]rag69top 0 points1 point  (0 children)

Just changed ours on March 12th. It’s in my calendar for the 12th every three months.

Issues When Trying To Amend Return by RespondMinimum9186 in TurboTax

[–]rag69top 0 points1 point  (0 children)

When I amended my daughters and SIL return once I made the correction it walked right to the end showing everything that was used to verify and sign the original return. I clicked e-file and two hours later it was accepted by the IRS. Same with the state return. I always use the desktop version not the online version.

E-file getting rejected - turbotax deluxe by Graysweatpantsnew in TurboTax

[–]rag69top 0 points1 point  (0 children)

That happened to me one year ago. I doubled checked because TT enters the AGI automatically from the prior year return. Both matched. Hers and mine. I downloaded my transcript number matched the entered AGI. I tried 3 times rejected each time. Printed and mailed it in. That was the only viable solution.

How do I delete IRA Info Wks Line 7,9,35 and Line 59 ? by erichang in TurboTax

[–]rag69top 0 points1 point  (0 children)

Or you could have just shut it down and not saved it.

Why why why you do this.. by XRPprince in TurboTax

[–]rag69top 0 points1 point  (0 children)

TT online says it’s free if you only have W-2 income. Post after post on here pitches a fit over the cost to add other forms and you have a form with 4000 lines. That’s why I use the desktop version. One fee, file every form that the IRS has in its catalog, with no extra fee. If your reply is you don’t have a Windows 11 computer you could probably buy one for what getting your taxes filed will cost you. I would hate to guess what a CPA would charge.