TaxPandaCPA
Level 4
08-27-2024
01:29 PM
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Amending a previously amended return:
- Open the client’s previously amended return.
- From the File menu, select Save as.
- Save the return using a different name. For example, SmithCopy.23I
- Go to Homebase.
- Open the previously amended return (not the copy you just created). Use the File name column to tell them apart.
- Open the 1040X.
- From the Forms menu, select Remove Form 1040-X. Click Yes.
- 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.
- Checking the current year box tells ProSeries to freeze the “Original amount” figures for column A at that moment. However, columns A-C won’t show any numbers until you enter changes on the return.
- Scroll down to Part III and enter an Explanation of Changes.
- Make the amended changes on the original form or worksheet.
- For example, if you’re amending to add another child to the return, go to the Federal Information Worksheet. Or, to report additional sole proprietor income, go to the Schedule C.
- After you enter your change(s) on the original forms, review the 1040X.
- If you are e-filing the additional amended return press F6 to bring up Open Forms.
- Type in EFW to highlight the EF Info Wks.
- Click OK.
- Scroll down to the Amended Returns section.
- Check the box "Check this box to file another federal amended return electronically".
Hope it helps. Thank you in advance for marking mine as your "BEST answer"!