Complete and e-file Form 1040X amended returns and 1040-SS corrected returns

Requirements

Current tax year return and prior 2 tax years.
The original form was a 1040 or 1040-SR (the original return will need to have been electronically filed for 2020 returns).
The original form was a 1040-NR starting with 2022.
The original form was a 1040-SS return starting with 2022.
note
The IRS refers to amended 1040-SS returns as Corrected returns. 1040X isn't included for a Corrected 1040-SS return.
Taxpayer and Spouse SSN match the original return.

Amend the return

Select
File
, then
Open Client
. Select the return you want to amend.
Select
File
, then
Save As
.
Enter a new client ID to preserve the original information. Select
Save
.
Close the preserved return and open the original return to make changes.
Do a print preview of the return.
Review the Form 1040 to verify it has the same information originally reported to the IRS. For now, make a note of whether it's the same.
Go to the
Amend
screen in the
Separate Filings
folder.
If the Form 1040 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.
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.
If you're also amending 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.
Enter information in the
Explanation of changes
field. The Form 1040X won't fill out unless you've entered something in this field.
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.
Print or e-file the return. There are special data entry requirements for e-filing Form 1040X.

Electronically file the amended return

Complete the amended return.
If there's no e-file accepted status on the original Form 1040 for the client (for example, if you filed the return in another application or if the status was lost somehow):
For 2020: Go to the
Amend
screen in the
Separate Filings
folder and mark the
Original return was electronically filed (Force)
checkbox.
Go to the
PIN
screen in the
Electronic Filing
folder.
Mark the
Form 8879 is for superseded return or amended return (Form 1040-X)
checkbox. Prior to 2022, the field would be
Form 8879 is for amended (Form 1040-X)
.
Enter a new date in the
Signature date
field.
If there's a balance due and you want to pay electronically:
Go to the
ELF
screen.
Mark the
Electronic funds withdrawal is for Amended return (Form 1040-X)
checkbox.
Enter a new date in the
Requested payment date
field.
If you need to force the tax payment amount, use the
Amount of tax payment (Force)
checkbox.
Create and transmit the federal amended e-file.
note
When you create the e-file, the return type in CS Connect will still show as Form 1040. You can verify it's the amended return by finding the word “Amended” in the XML.