Amending a California Individual return (540) in ProSeries

This article will help you create and file an amended California 1040 return in Intuit ProSeries.

To generate and e-file the California state individual return:

1. Open the federal return.
2. If the amended return is for tax year 2024, 2023 and 2022:
   1. Open the Federal Info Worksheet and scroll down to Part VI - Electronic Filing of Tax Return Information section.
   2. Uncheck the e-file boxes for the federal and all states.
   3. Open each state return attached.
   4. Save the return.
3. From the File menu, select Save As.
4. Save the return using a different name. For example, SmithCopy23.YYI
5. On Federal Information Worksheet scroll down to Part VII - Electronic Filing of Extension and Amended Return Information. 
6. Check the box 'File state amended return(s) electronically', then select California
7. Open the California return.
8. Open the California Schedule X
9. Check Box A to activate the Schedule X
10. Enter the details in Part I - Financial Adjustments - Reconciliation
11. Check the appropriate Reason for Amending in Part II
12. Run Final Review and correct any red You Must Fix this errors.
13. Save the return, and go to the EF Center or EF Clients Homebase view.
14. Highlight the client. Look in the Amended Return column to see which line is Marked for EF if you’re not sure which file to transmit.
    • Their EF Status will show as Duplicate SSN, since the copy you created is also listed here.
15. Go to the E-file menu and select Electronic Filing.
16. Click on Convert/Transmit Returns and Extensions…
17. You’ll see a warning that another taxpayer with the same SSN is present. Click Yes to continue with transmitting the return.
18. Convert and transmit the client's amended individual return.