Camp1040
Level 11
02-12-2022
01:56 PM
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proseries instructions state to make the changes on the original, not the newly created return
How to complete Form 1040X
- Open the client’s original return.
- From the File menu, select Save as.
- Save the return using a different name. For example, SmithCopy20.20I
- Go to Homebase.
- Open the originally filed return (not the copy you just created). Use the File name column to tell them apart.
- Press F6 to open forms, then type X to highlight Form 1040-X in the list.
- Click OK.
- Scroll down to the This return is for calendar year line.
- Check the box for the year you’re amending.