The original form was a 1040 or 1040-SR (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 or 1040-PR return starting with 2022.The IRS refers to amended 1040-SS/1040-PR returns as Corrected returns. 1040X isn't included for a Corrected 1040-SS or 1040-PR return.
Taxpayer and Spouse SSN match the original return. Amend the return Do the following to amend a 1040 return: Do a print preview of the return.Review the Form 1040 to verify it has the same information originally reported to the IRS. For now, just make a note of whether it's the same.
screen in the Separate Filings 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.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 If you're also amending a state return: Select the state in the Transfer state(s)? 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 Enter information in the Explanation of changes field. The Form 1040X won't fill out unless you've entered something in this field.Make your changes to the return on the other data entry screens. For example, to change the wages, go to the
screen and enter the correct wage amount. Print or e-file the return. There are special data entry requirements for e-filing Form 1040X.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 electronically file the amended return: Complete the amended return.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):
For 2020: Go to the screen in the Separate Filings folder and mark the Original return was electronically filed (Force) screen in the Electronic Filing 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) Enter a new date in the Signature date If there's a balance due and you want to pay electronically: Electronic funds withdrawal is for Amended return (Form 1040-X) Enter a new date in the Requested payment date If you need to force the tax payment amount, use the Amount of tax payment (Force) Create and transmit the federal amended e-file.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.
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 or 1040-PR.