sw56
Level 1

A Client told me that the IRS  said an old tax return can be E-filed, I have never done but the current year This is a Tax Return for 2018.  If I can, How?

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abctax55
Level 15

The current year, plus two prior years are efile-able.  So your 'client' is correct.

And there is nothing different about the procedure. Prepare the return, check the results for accuracy, then click on the efile button.

"*******Tax software is no substitute for a professional tax preparer*******
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Just-Lisa-Now-
Level 15
Level 15

2018 had a little update quirk earlier in the season, you may need to use REFRESH Updates in order to get the Efile ability to work for 2018.

refresh.png

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
klimli
Level 3

How do we even prepare a 2018 return using Pro Series 2020?

I seem to only be able to open a 2020 return and I have new clients needing 2018, 2019, and then 2020 filings.

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TAXOH
Level 11

You need the 2018 and 2019 programs. 

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klimli
Level 3

Thanks.  I got 2019 downloading now, but there's a gap (2018-2013) is missing from "prior years".

 

I have one client that needs the full (1065, K-1, 1040) treatment for 2018 though.

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Just-Lisa-Now-
Level 15
Level 15
You'll need to call support to get those downloads pushed to your account.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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