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Federal input screens

Create a 1040-X amended or superseded return

Amending or superseding Forms 1040, 1040-SR, or 1040-NR requires Form 1040-X. Follow these steps to create Form 1040-X:
  1. Open the client's return and select
    File
    , then
    Save As
    .
  2. Enter a new client ID to preserve the original information. Select
    Save
    .
  3. Close the preserved return and open the original return to make changes.
  4. Do a print preview of the return.
  5. Review the forms to verify it has the same information originally reported to the IRS. For now, make a note of whether it's the same.
  6. Go to the
    Amend
     screen in the
    Separate Filings
     folder.
  7. If the return matches what was originally reported to the IRS, mark the
    Transfer original information
     checkbox. All the amounts from the return will automatically transfer to the screen.
  8. If the Form 1040 doesn't match what was originally reported, enter the original amounts in the fields on the screen. Don't mark the
    Transfer original information
     checkbox.
  9. If you're also amending or superseding a state return:
    • Select the state in the
      Transfer state(s)?
       window.
    • Mark the
      Transfer original information
       checkbox on each state's Amend screen.
    • To amend the state return only, leave this screen blank and mark the
      Transfer original information
       checkbox in the state’s
      Amend
       screen.
  10. Enter information in the
    Explanation of changes
     field. The Form 1040X won't fill out unless you've entered something in this field.
  11. Make your changes to the return on the other data entry screens. For example, to change the wages, go to the
    W2
     screen and enter the correct wage amount.
  12. Print or e-file the return. There are special data entry requirements for e-filing Form 1040X.
note
  • You can't amend prior-year returns in the current-year application. Amended returns can only be completed using the same version of the application that was originally used.
  • For domestic partner returns:
    • To amend the federal return, follow the amend process in the single federal return.
    • To amend the state return, complete the amend process in the combined state return.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Amending

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