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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: e-file,Amending

E-file an amended or superseded 1040-X return, or a corrected 1040-SS return

You can e-file an amended, superseded, or corrected return if it meets these requirements:
  • it's for the current tax year return, or prior 2 tax years
  • The original form was a 1040, 1040-SR, 1040-NR, or 1040-SS.
    note
    The IRS refers to amended 1040-SS returns as corrected returns. 1040-X is not included for a corrected 1040-SS return.
  • Taxpayer and Spouse SSN match the original return
Follow these steps to file electronically.
note
  • You can use the same taxpayer and spouse PINs that were used for the originally filed Form 1040.
  • Form 8879 will print
    Amended
    ,
    Corrected
    , or
    Superseded
     at the top of the form when it's used for filing electronically.
  • Form 1040-V won't print and can't be submitted with a Form 1040-X filed on paper.
  • You can generate and print Form 1040-V with a Form 1040-X filed electronically.
  1. Complete the data entry for creating Form 1040X.
  2. Go to the
    Electronic Filing
     folder.
  3. For superseded returns only: On the
    ELF
     screen, enter
    X
     in the
    Superseding return
     field.
  4. Go to the
    PIN
     screen in the Electronic Filing folder.
    1. Enter
      X
       in the
      Form 8879 is for superseded return or amended return (Form 1040-X)
       field.
      note
      • When this field is marked the
        Form 8879 signature status
         field is cleared.
      • If this field is not marked an ELF critical diagnostic will be present. That diagnostic will cause the return filing instructions to print as if the superseded return will be filed on paper.
    2. Enter a new date in the
      Signature date
       field.
    3. Enter the
      Taxpayer PIN
       and
      Spouse PIN
      . This can be the same PIN used for the originally filed form.
      note
      The PINs entered for a taxpayer and spouse proforma to the
      Prior year taxpayer PIN
       and
      Prior year spouse PIN
       fields on the PIN screen in the next year of UltraTax CS. If using Self-Select PIN as the signature method, the IRS uses the prior year PIN from the original 1040 return that was filed electronically as a security check for the taxpayer and spouse. Once processed, a superseded return becomes the original return on file with the IRS.
  5. If there's a balance due and you want to pay electronically:
    1. Go to the
      ELF
       screen.
    2. Mark the
      Electronic funds withdrawal is for amended return Form 1040-X
       field.
    3. Enter a new date in the
      Requested payment date
       field.
    4. If you need to force the tax payment amount, use the
      Amount of tax payment (Force)
       field.
    note
    You can't pay a balance due on a superseded return via EFW. You'll get a critical diagnostic indicating that you'll need to either mark the
    Suppress electronic funds withdrawal
     field on Screen
    ELF
     or remove the EFW data entry from Screen
    ELF
    .
  6. 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 the amended return by finding
    Amended
     in the XML.

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