Prepare Schedule X / Amended return

Before entering or changing any data, print preview the return.

Go to the

CAAmd

screen in the Separate Filings
folder.

Mark the Transfer original information
checkbox to transfer information from the originally filed Form 540 or 540NR to the

CAAmd

screen.

note

The application uses the information on the

CAAmd

screen to calculate the amended Form 540 / 540NR return as well as Schedule X, California Explanation of Amended Return Changes.

After you've used print preview, mark the Transfer original information
checkbox and enter other data in the return.

note

You need to enter the Reason(s) for amending
on the

CAAmd

screen to print Schedule X.

You can file amended Form 540 and 540NR returns electronically.

California Franchise Tax Board doesn't support direct deposit of refund with Schedule X / Amended return.

Taxpayer may not use an amended return to change use tax or voluntary contributions.

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