How to amend an individual return (1040X) in ProConnect Tax

This article will help you create and file an amended return for Form 1040 in ProConnect Tax.

If you are looking for how to amend a different return type, select your return type below:

Starting in tax year 2022, e-filed 1040-X returns can receive a refund by direct deposit. Amended returns use the same Direct Deposit and Electronic Payment settings as the regular return, and can be adjusted in the Miscellaneous Information screen.

Before you start:

• We recommend creating a copy of the original return to save your entries as filed. 
• If you didn't prepare the client's original 1040, or you prepared it in a different program, use Amending an individual return (1040X) not created in ProConnect Tax, instead.
• 1040NR filers only complete a few portions of Form 1040X when amending. See Form 1040X instructions for more details.

Table of contents:

To generate Form 1040X:

If return was e-filed and locked:

1. Open the original tax return.
2. Click on Return Actions at top right and choose Amend Return. 
   • This will automatically unlock the original tax return and create a locked return. 
   • Original amounts will automatically be transferred to the amended return screen under As Originally Reported column
3. Go to the Input Return ⮕ Miscellaneous Forms ⮕ Amended Return (1040-X)/Superseded ⮕ General Information and Federal (1040X).
4. If applicable, enter a 1 in 1=amending state return and indicate the state you're amending using the Select picklist next to this field.
   • Diagnostic ref. 55857 may generate if no state is selected here.
5. Enter the Year to amend (MANDATORY).
6. Select the Explanation of Changes tab and enter an explanation to print with the return.
7. Select the Gen. Info. & 1040X tab.
8. Fill any applicable fields in the Miscellaneous Information section.
9. Use the regular input screens to make any changes to the return.
   • For example, to report additional wages, go to the Wages, Salaries, Tips (W-2) screen and add a W-2.
   • Don't use the Correct Amount [Override] column unless you're amending a prior-year return in the current year program, or it's absolutely necessary. These overrides will stop any automatic calculation and require you to manually calculate the new tax amount.
10. Review the 1040X for accuracy using the Check Return tab.

If the return isn't locked:

1. Create a copy of the original return to save your entries as filed.
2. Go to the Input Return ⮕ Miscellaneous Forms ⮕ Amended Return (1040-X)/Superseded ⮕ General Information and Federal (1040X).
3. Mark the checkbox labeled Amending federal return.
4. A window will open asking if you wish to automatically fill out the As Originally Reported amounts.
   1. Select the box to Make a copy of this return if you haven't already done so.
   2. Select Yes, transfer data.
5. Enter a 1 in 1=amending state return, if applicable.
6. Enter the Year to amend (MANDATORY).
7. Select the Explanation of Changes tab and enter an explanation to print with the return.
8. Select the Gen. Info. & 1040X tab.
9. Fill any applicable fields in the Miscellaneous Information section.
10. Scroll down to the Federal Income Tax Return section.
11. Use the regular input screens to make any changes to the return.
    • For example, to report additional wages, go to the Wages, Salaries, Tips (W-2) screen and add a W-2.
    • Don't use the Correct Amount [Override] column unless you're amending a prior-year return in the current year program, or it's absolutely necessary. These overrides will stop any automatic calculation and require you to manually calculate the new tax amount.
12. Review the 1040X for accuracy using the Check Return tab.

To e-file the amended return:

1. Go to the Profile tab.
2. Select the box to select both Federal and Federal Amended for e-filing.
3. Go to the Check Return tab.
4. Resolve any critical diagnostics that may generate.
5. Have your client sign and return Form 8879, IRS e-file Signature Authorization.
6. Go to the File Return tab.
7. Select E-File Amendment.
8. Select the E-file button.

To amend a previously amended return:

1. Open the amended tax return.
2. Go to the Input Return ⮕ Miscellaneous Forms ⮕ Amended Return (1040-X)/Superseded ⮕ General Information and Federal (1040X).
3. Remove all information pertaining to the amended return on this screen.
4. Review the 1040 to ensure the information matches the prior amended return.
5. Go to the Input Return ⮕ Miscellaneous Forms ⮕ Amended Return (1040-X)/Superseded ⮕ General Information and Federal (1040X).
6. Mark the checkbox labeled Amending federal return.
7. A window will open asking if you wish to automatically fill out the As Originally Reported amounts.
   • Select the box to Make a copy of this return if you haven't already done so.
   • Select Yes, transfer data.
8. Enter a 1 in 1=amending state return, if applicable.
9. Enter the Year to amend (MANDATORY).
10. Select the Explanation of Changes tab and enter an explanation to print with the return.
11. Select the Gen. Info. & 1040X tab.
12. Fill any applicable fields in the Miscellaneous Information section.
13. Scroll down to the Federal Income Tax Return section.
14. Fill out the As Originally Reported column using the amounts from the original 1040.
15. Use the regular input screens to make any changes to the return.
    • For example, to report additional wages, go to the Wages, Salaries, Tips (W-2) screen and add a W-2.
    • Don't use the Correct Amount [Override] column unless you're amending a prior-year return in the current year program, or it's absolutely necessary. These overrides will stop any automatic calculation and require you to manually calculate the new tax amount.
16. Review the 1040X for accuracy using the Check Return tab.