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.

[Just-Lisa-Now- · Accepted solution]

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

[sjrcpa]

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.

[BobKamman]

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

[Lourdeslopez]

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

[dkh]

@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.