1040X WHEN DOING - WHICH DO YOU POPULATE?

Forum|Forum|4 years ago
February 12, 2022
3 replies
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1040X WHEN DOING - WHICH file DO YOU POPULATE?

The Original Return file with the error or the Newly Created Return just renamed?

Thanks

ProSeries Professional

This topic has been closed for replies.

Best answer by Camp1040

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.

Camp1040

Level 10

If you are going to amend by efile then you correct the original after opening up the 1040-X and lets assume it is for 2020, then check the 2020 box. Then go back to your main forms and make the corrections. The 1040-x should start populating.

I do the opposite if it is a paper amendment.

M

MikeB_CPA

Level 5

If I understand the question correctly, the newly created return is where the changes will be made, AFTER you activate the Form 1040X for the year being amended. Once the 1040X is activated, any changes in the new file that differ from the original will appear on the 1040X.

Camp1040Answer

Level 10

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.

M

MikeB_CPA

Level 5

Apologies for any confusion I might have added. It's been a few months since I prepared an amended return, but I thought I had done the opposite of what the ProSeries instructions state.

T

TAXATIONAuthor

Level 5

Please note that the "date" must be current BEFORE one e-files the amended return.

IF THE DATE IS NOT CURRENT THE FILE WILL GET REJECTED - DO NOT SEE THAT IN ANY OF THE "STEPS" - or is it in the steps?

Thanks

proseries instructions state to make the changes on the original, not the newly created return

How to complete Form 1040X

proseries instructions state to make the changes on the original, not the newly created return

How to complete Form 1040X

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