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Level 2
June 10, 2020
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How to Create a 2019 Form D-40X (Amended Individual Income Tax Return) with ProSeries?

  • June 10, 2020
  • 3 replies
  • 38 views

I'm attempting to create a 2019 Form D-40X (Amended Individual Income Tax Return) with ProSeries. I may be going about it the wrong way, but here is what I have done so far:

 

  1. SAVE AS to leave the original copy unchanged/untouched. (I just added "amend" to the end of the original file name of the copy).
  2. On the DC Info Worksheet, in Part IX - Other Information, I clicked the checkbox that says Filing an amended return this year?.
  3. I made the minor amendment that needed to be made.
  4. SAVE to save the changes made to the amended file.

 

However, when I print the forms to mail (since this amended return cannot be e-filed), it's a regular D-40/Individual Income Tax Return, and not a D-40X/Amended Individual Income Tax Return. Does anyone have any pointers or can point out what I did wrong?

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Best answer by Just-Lisa-Now-

You need to "activate" the amended return prior to making any changes....Im not sure what state a D40X is for, so Im not able to test it out and see how that one works. ....oh wait, you said DC?  Ive never even seen a DC return, sorry.

Most states you open the original return and open the amended form and input the year at the top, that "activates" it, then you go back and make the changes.

3 replies

Just-Lisa-Now-
Intuit Community Champion
June 10, 2020

You need to "activate" the amended return prior to making any changes....Im not sure what state a D40X is for, so Im not able to test it out and see how that one works. ....oh wait, you said DC?  Ive never even seen a DC return, sorry.

Most states you open the original return and open the amended form and input the year at the top, that "activates" it, then you go back and make the changes.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
Level 15
June 10, 2020

 Is there a D-40X? The D-40 has a box at the top for Amended.

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