Amend a fiduciary return

You can use Form 1041 to file an amended return.
  1. Select
    File
    then
    Open Client
    and select the return to be amended.
  2. Select
    File
    then
    Save As
    .
  3. Enter a new client ID to preserve the original information then select
    Save
    .
  4. Close the preserved return and open the original return to modify the income, deductions, or beneficiary information as necessary.
  5. Select the
    General
    folder.
  6. On the
    Amend
    screen, enter data in the statement window for the
    Explanation of changes
    field to explain the changes made to the original return.
  7. Enter data in the
    Amounts as previously reported:
    fields, as applicable. If you've entered information in the
    Explanation of changes
    field, these amounts will apply to the return, as applicable.
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