Prepare and e-file an amended return
note
- Amended returns for Form 1040-NR, 1040-EZ, 1040-A, 1040-SS, or 1040-PR can't be e-filed.
- Form 1040-NR amended return's not supported by the product.
- Direct deposit's not available with an amended return.
To amend a federal return:
- If e-filing the federal amended return, create a copy of the return.
- In the new return, perform a full recompute.
- Go toOrganizer,General Information,Amended Return, and thenBasic Data 1040-X.
- SelectFiled Return was Computed on this software (system will compute original data).
- SelectOriginal return was e-filed.
- Enter applicable information for steps 3 and 4.
- Perform a full recompute again before making any changes.
- Enter changes throughout the return using the regular Organizer input screens.noteAt this step in the process, don't change theFiled Return was Computed on this softwareoption in step 4 after making any changes or you'll lose the original return's data.
- Go toOrganizer,General Information,Amended Return,Explanationand enter the explanation of change.
- After completing all changes, perform a full recompute.
- Review the return inTax Formsview orPrint Preview.
- To e-file, go toOrganizer,E-file,Enable/Create, and select theReturntab on the spreadsheet.
- Enable the Federal return.
- Enter other required information for the e-file.
- If amending a state return, go toOrganizer,States,[state],Amended Return.
- SelectOriginal return was prepared using this software.
- SelectPrint 1040X and the complete [state] return.
- Fully recompute again before making any changes.
- Make necessary changes to the return using the regular Organizer input screens.
- Next go toOrganizer,States,[state],Amended Return, and thenAmended Returnagain.
- Enter required information and the explanation of changes (unless you're using the federal explanation for the state).
- And lastly, do another full recompute and view the return in Tax Forms or print preview.
