Abby Normal Posted February 18, 2021 Report Posted February 18, 2021 I'm wondering about the classic situation of an ex-spouse claiming a dependent they're not entitled to. We used to just paper file, but that's not practical with the IRS backlog. So I was thinking, efile without the dependent, then efile an amendment with the dependent, and was wondering if anyone here has tried that. Quote
DANRVAN Posted February 18, 2021 Report Posted February 18, 2021 1 hour ago, Abby Normal said: without the dependent, then efile an amendment with the dependent, and was wondering if anyone here has tried that. I just had a similar situation with a different twist. New client filed w/o dependent in 2019 but actually was entitled to claim since lived in house hold over 1/2 year. E-filed 1040x yesterday and was rejected because dependent already claimed. So off with a paper 1040x we go. 1 Quote
HV Ken Posted February 18, 2021 Report Posted February 18, 2021 2 hours ago, Abby Normal said: I'm wondering about the classic situation of an ex-spouse claiming a dependent they're not entitled to. We used to just paper file, but that's not practical with the IRS backlog. So I was thinking, efile without the dependent, then efile an amendment with the dependent, and was wondering if anyone here has tried that. Yes, but it will reject if the dependent is already used elsewhere, just like an initial 1040. I used this strategy last year when the college kid took their dependency for their $1,500 W-2 costing the parents the AOTC. e-file the amended return for the college student wait e-file the amended return for the parent adding the college student and AOTC Worked like a champ! Quote
WITAXLADY Posted February 21, 2021 Report Posted February 21, 2021 wait -did you say efile AMENDED return?? Can we do that with ATX now?? 2019, 2020? thx d Quote
Margaret CPA in OH Posted February 21, 2021 Report Posted February 21, 2021 29 minutes ago, WITAXLADY said: wait -did you say efile AMENDED return?? Can we do that with ATX now?? 2019, 2020? thx d Yes, we've been able to efile 2019 for several months. I did one in August and another earlier this month. I would imagine 2020 can be efiled now, too, but seems a bit early for an amended return to me. Quote
WITAXLADY Posted March 9, 2021 Report Posted March 9, 2021 funny - I have amends - child claimed , more info, etc.. but at last look 1040X was not available -- Quote
HV Ken Posted March 9, 2021 Report Posted March 9, 2021 11 hours ago, WITAXLADY said: funny - I have amends - child claimed , more info, etc.. but at last look 1040X was not available -- It's there starting in 2019. Try it. You'll like it! 1 Quote
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