How to revert back to original return data after starting amending

[sept031989]

I need to amend 2022 to just simply change accounting type for inventory and I accidentally deleted stuff like home office costs etc. and I don’t remember how exactly it was plugged into the TurboTax UI and I don’t want to amend after things are shifted around the wrong way. I have the premium plan and spoke to a bunch of people today and seemingly no one will help me take my 2022 return and plug it back into TurboTax UI to bring it back to exactly how it was. There is no reset, undo, or restore to default option. This is an absolute nightmare. The last thing I need is a bunch of pointless stuff shifted around on my amended return because I forgot how I entered it through TurboTax’s very specific UI. Any suggestions?

[fanfare]

Make a copy of your original tax return file and put it in a safe place before biginning AMEND.

Otherwise, it is a nightmare.

[VolvoGirl]

Did you use the Online version?  Do you have the Desktop program?  

If you used the Online version for a prior year.  To get back to the original return you need to download the .tax2022 file and install the Desktop program to open it.  Then you can delete the amended return and take out the changes to put it back.  

In the Desktop program all you have to do is go to Forms mode and delete the 1040X.  Then take the changes out.

How to delete an Amended return in the Desktop program,

https://ttlc.intuit.com/community/amending/help/how-do-i-cancel-or-undo-an-amended-return-in-the-tur...

[sept031989]

I used the online version. I was hoping someone had a trick that would work between online and desktop!

[sept031989]

Where would I navigate to in order to download that 2022 tax file for Desktop?

[DawnC]

If you used TurboTax Online, you can access it by signing into your account and scrolling down to the bottom of the page to the section titled Your tax returns & documents.   Click on 2022 and then Download .tax file (not pdf).    You can open the dot tax file with the 2022 Desktop software.  

Make sure you are signing in to the same account you used to file the returns.   How many TurboTax Accounts do I have? 

[sept031989]

I don’t see a license key anywhere. I paid $209 for Live Premium + $70 for State and have online done TT Online. Surely I don’t have to pay more money for the desktop version do I?

[VolvoGirl]

No.  Call in ask for the Desktop program to be put in your account.

How to contact Turbo Tax
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

[DawnC]

If you click on Amend (change) 2022 return after you download the .tax file, it should give you a link to get the 2022 desktop software.   

[sept031989]

Is there a way to download my originally filed 2022 return to start from scratch in Desktop? I deleted the 1040X but the information is still fudged up from before and Schedule C is “not done”. I would just copy my filed return 1:1 but not sure that’s possible with just the PDF from the original return.

[PatriciaV]

Yes. As DawnC posted earlier, you can download your prior year ".tax2022" file under Your tax returns & documents on the Tax Home page (scroll to the bottom). Choose the year then click on Download .tax file.

Note that this file will reflect the final version of your tax return. If you amended that year, the tax file will include the amended changes.

@sept031989 

[fanfare]

PDF or paper copy  (or IRS transcript) of your originally filed tax return is required to amend properly.

The Schedule C will show the expenses you deducted. You reenter those the best you can.

IRS will give you paper copy of prior returns for a $43 or $30 fee, depending on which webpage you look at.

It's not clear how long you will wait for it.

@sept031989 

[sept031989]

I never filed the amended, but I started working on the amended with TT Online. So when I downloaded that .tax file it brought the changes on Schedule C from the file I downloaded. I deleted the 1040X and the changes from Online were still there. Or is there a separate download I can grab of my original filed return that is untouched?

[VolvoGirl]

No, as I said above  after you delete  the 1040X you have to manually take out the changes and put your return back to the way it was when you originally filed it.  If you don't remember what you changed you will have to look at a copy of your real return to see what is different now.  Then when each line is the same as you originally filed you can amend.   You can use the Forms mode to put your return back.     

[sept031989]

Thanks. I was doing this until I noticed on Desktop it had a 8995A and my actual return had an 8995 so that’s confusing me now. My original return has a simplified version and the Desktop version has the smart version under schedule C and I can’t figure out how to translate from the original.