This article applies to:

Amend Form 1041

note

Amended 1041 returns can be e-filed. Only amended returns for the current tax year and prior 2 tax years can be e-filed.

To prepare an amended return:

Make a copy of the return and then open it.

Perform a full recompute.

Go to Organizer
, General Information
, and then Basic Return Information
.

Select Return Information
.

Select Amended return
.

Make your changes throughout the return.

Next go to Organizer
, General Information
, and then Amended Return
.

Enter the details of your changes in this screen along with an explanation for amending the return.

Lastly, perform a full recompute.