- Make a copy of the original return to use as locator for your amended return.
Check original return- click “save as” – input taxpayer information- input client code as “original client code + amended” to indicate it’s an amended return. The taxpayer’s name shouldn’t be same as original. Otherwise, it will give an error message.
2. Open the locator you just created for the amended return
Make sure to re-enter the SSN info under “Basic return information”- “Taxpayer information” cause the boxes would be empty for a new locator.
3. Before you make any changes for the amended return, navigate to “Organizer- general information- amended return- basic date 1040X”, do a full recompute and close the return. - This is very important (please see the screenshot below)
4. Re-open the locator and navigate to “Organizer- general information- amended return- basic date 1040X”, complete below step 1 through 4 as applicable. (Normally make selections as the below screenshots).
Step 1: check “Filed return was computed on this software (system will compute original date), and check “Original return was e-filed”
Step 2: click “state amended return” and click the applicable state
Take California for example:
- Check box for “Amended”, and input “amount previously refunded with original return” or “amount previously paid with the original return”.
- Choose your options for application of the overpayment
- Choose the reason for amended
- Input explanation for changes
Step 3: Select the federal printing option as below (even if you only need to file amended return federal, still make below selection).
Step 4: Enter additional options if applicable.
- Choose your reason for amended return
- Check if the address is different from the last return filed
- Input tax paid with original return and additional tax paid after return was filed
- Select amended return calendar year
5. Navigate to “organizer- general information- amended return- explanation- 1” to input your explanation of changes to income, deductions, and credits, which will flow to form 1040X. check the box for “form 1040 explanation only” if your explanation for state amended return is different.
6. Navigate to e-file- attachments- pdf attachments- attach pdf” to include the original tax return forms (e.g., Original 1040 form) if you want to e-file amended return.
Please double check with amended return instructions to see what you need to include with the filling and attach them as pdf.
7. Enable e-file, create e-file, and make it qualified for federal and applicable states if you choose to e-file amended return.