I am new. I go to send an email invite through the portal and it sets up the tax file like I'm doing an amended return? I don't get it. What am I doing wrong?

cmeder5-gmail-co · ‎02-02-2021

For every client I after I send an email request, it sets up a tax file under tax returns which presumes this will be an amended return? I am beyond confused.

conveniencebrokerage · ‎02-03-2021

Did you click something on 1040 that statues an amended return , it seems like you probably did that by accident check your 1040 snd see if you did that first

cmeder5-gmail-co · ‎02-03-2021

I didn't ask for an amended return, what is the procedure to "roll over" information from a prior year return to start a new return? I suspect I just don't know how to do that. I have an Apple and wasn't able to use the wizard to bring in clients 2019 returns... so Intuit did it for me. So when I'm starting the 2020 return I click on that original file. I suspect something is going on there. The whole thing is just not intuitive for me.