How to amend form 5695? customer states another firm filled the wrong amount on form 5695. Customer has proof of the actual cost compared to the amount written.

Forum|Forum|5 years ago
April 28, 2021
3 replies
11 views

No text available

ProSeries Professional

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

You'd prepare the return exactly the same as the original one, then activate the 1040x and make the changes to the 5695.

Just-Lisa-Now-

Answer

Intuit Community Champion

You'd prepare the return exactly the same as the original one, then activate the 1040x and make the changes to the 5695.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

L

Lourdeslopez

Level 2

How do I go about correcting box 7a to check yes instead of no

dkh

Level 15

@Lourdeslopez Was the original return filed with box 7a checked no? If that is the case, activate the 1040X, then check the yes box and proceed as usual with filing an amended return.

sjrcpa

Level 15

Is the form really wrong?

A lot of items eligible for this credit have a maximum cost. Even if you spent 10 times that amount the form may only show the maximum allowed.

The more I know the more I don’t know.

BobKamman

Level 15

The first preparer didn't allow the client to look at the return before it was filed?

Sign up

Login with SSO

Let's get you signed in

Login with SSO