TaxPandaCPA
Level 4

 

Amending a previously amended return:

  1. Open the client’s previously amended return.
  2. From the File menu, select Save as.
  3. Save the return using a different name. For example, SmithCopy.23I
  4. Go to Homebase. 
  5. Open the previously amended return (not the copy you just created). Use the File name column to tell them apart.
  6. Open the 1040X.
  7. From the Forms menu, select Remove Form 1040-X. Click Yes.
  8. Press F6 to open forms, then type X to highlight Form 1040-X in the list.
  9. Click OK.
  10. Scroll down to the This return is for calendar year line.
  11. 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.
  12. Scroll down to Part III and enter an Explanation of Changes.
  13. 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.
  14. After you enter your change(s) on the original forms, review the 1040X
  15. If you are e-filing the additional amended return press F6 to bring up Open Forms.
  16. Type in EFW to highlight the EF Info Wks.
  17. Click OK.  
  18. Scroll down to the Amended Returns section. 
  19. 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"!

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