Amend Form 1041

To prepare an amended return:
  1. Make a copy of the return and then open it.
  2. Perform a full recompute.
  3. Go to
    Organizer
    ,
    General Information
    , and then
    Basic Return Information
    .
  4. Select
    Return Information
    .
  5. Select
    Amended return
    .
  6. Make your changes throughout the return.
  7. Next go to
    Organizer
    ,
    General Information
    , and then
    Amended Return
    .
  8. Enter the details of your changes in this screen along with an explanation for amending the return.
  9. Lastly, perform a full recompute.
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