Scroll down to Part VI of the Federal Information Worksheet and remove any checkboxes for electronic filing.You may also need to paper file if you’re unable to resolve an e-file rejection for the 1040X. If your client doesn’t meet the conditions for e-filing, you can still file a paper return. Tax year 2018 and prior must be paper filed. For 2020, Georgia, Michigan, New York, Vermont, and Wisconsin are supported for e-file.Ģ019 amended returns can only be e-filed through ProSeries 2019, and e-filing is only supported if the original return shows as "Accepted" in ProSeries. Review the Electronic Filing choices on the Federal Information Worksheet to see what states are supported in the year you’re amending. Most amended state tax returns can’t be e-filed. You’ll receive errors with details if your amendment can’t be e-filed, so make sure to run Final Review. Several amended conditions aren’t eligible for e-filing. To e-file an amended return for 2020, the original 1040 must have been filed electronically and accepted by the IRS. Make sure to check for e-file acknowledgements after e-filing. Convert and transmit the client's amended individual return.Click Yes to continue with transmitting the return. You’ll see a warning that another taxpayer with the same SSN is present.Click on Convert/Transmit Returns and Extensions….Go to the E-file menu and select Electronic Filing.Their EF Status will show as Duplicate SSN, since the copy you created is also listed here.Look in the Amended Return column to see which line is Marked for EF if you’re not sure which file to transmit. Save the return, and go to the EF Center or EF Clients Homebase view.Run Final Review to check for errors or diagnostics.See "Which amended returns can I e-file?" below. This option is only available in 2020 ProSeries.Manually check if the original return was accepted in a different data file, or if the original return was submitted by a different program or tax preparer.If not already checked, mark the box for Check if original federal return was successfully e-filed.Check the box to File federal amended return electronically.Click the QuickZoom button to jump to Part VII - E-file extend/amend.Open the Federal Information Worksheet.ProSeries will automatically complete the lines of the 1040X that are required based on the change you’re reporting. After you enter your change(s) on the original forms, review the 1040X.Or, to report additional sole proprietor income, go to the Schedule C. For example, if you’re amending to add another child to the return, go to the Federal Information Worksheet.Make the amended changes on the original form or worksheet.If your state doesn’t have a separate form for amending, check the Amended box on the main form or Information Worksheet.Enter the calendar year, or mark the appropriate box to activate the calculation of the amended return. Press F6 on your keyboard, and select the amended form.Scroll down to Part III and enter an Explanation of Changes.However, columns A-C won’t show any numbers until you enter changes on the return. Checking the current year box tells ProSeries to freeze the “Original amount” figures for column A at that moment.Check the box for the year you’re amending.Scroll down to the This return is for calendar year line.Type X to highlight Form 1040-X in the list.Use the File name column to tell them apart. Open the originally filed return (not the copy you just created).
Save the return using a different name.For help amending a 1040NR see Common questions on Form 1040NR in ProSeries.See "Which amended returns can I e-file?" below for more details. You can now e-file 2020 amendments even if you didn't file the client's original 1040.If you're recreating a 1040 filed by someone else, use the main forms and worksheets.Individual Tax Return in Intuit ProSeries. This article will help you create and file Form 1040-X, Amended U.
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