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Federal input screens

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

Requirements

You can e-file an amended 1040 return if it meets these 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

Do the following to amend a 1040 return:
  1. Select
    File
    , then
    Open Client
    . Select the return you want to amend.
  2. Select
    File
    , then
    Save As
    .
  3. Enter a new client ID to preserve the original information. Select
    Save
    .
  4. Close the preserved return and open the original return to make changes.
  5. Do a print preview of the return.
  6. 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.
  7. Go to the
    Amend
     screen in the
    Separate Filings
     folder.
  8. 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.
  9. 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.
  10. 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.
  11. Enter information in the
    Explanation of changes
     field. The Form 1040X won't fill out unless you've entered something in this field.
  12. 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.
  13. Print or e-file the return. There are special data entry requirements for e-filing Form 1040X.
note
  • You can't amend prior-year returns in the current-year application. Amended returns can only be completed using the same version of the application that was originally used.
  • For domestic partner returns:
    • To amend the federal return, follow the amend process in the single federal return.
    • To amend the state return, complete the amend process in the combined state return.

Electronically file the amended return

Do the following to file the amended return electronically:
  1. Complete the amended return.
  2. 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):
    1. For 2020: Go to the
      Amend
       screen in the
      Separate Filings
       folder and mark the
      Original return was electronically filed (Force)
       checkbox.
  3. Go to the
    PIN
     screen in the
    Electronic Filing
     folder.
    1. 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)
      .
    2. Enter a new date in the
      Signature date
       field.
  4. 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)
       checkbox.
    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)
       checkbox.
  5. 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.
note
  • You can use the same taxpayer and spouse PINs that were used for the originally filed Form 1040.
  • Form 8879 will print the text “Amended” at the top of the form when it's for electronically filing the amended return.
  • Form 8879 will print the text “Corrected” at the top of the form when it's for electronically filing a corrected Form 1040-SS.
  • Form 1040-V won’t print and can't be submitted with a paper filed Form 1040-X.
  • Form 1040-V can be generated and printed with an electronically filed Form 1040-X.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

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